Owner statements
For property managers · Last updated
Who this is for
Property managers sending owners their monthly or yearly statement. Owner statements exist only in Property Manager mode. The account owner and team members can generate and send them.
Before you start
- Record the period's rent, fees, repairs and payouts first. The statement is built from the ledger, so anything missing there is missing from the statement.
- Invite the owner to the owner portal so they can open the statement. See Invite tenants, owners, vendors and your team.
Steps
- In the menu, open Money → Reports.
- Under Available Reports, find Owner Statement and click Generate.
- Pick the From and To dates, choose the owner under Owner, and click Generate Report. The statement appears in Report History as Ready.
- Click View to check it. The top shows the owner's Available, Deposits held, Reserve held and Total, each with its opening figure. Below is one section per account with every line in the period.
- Click Send Statement. eSamaHomes shows "Statement sent to owner", and the button changes to Sent with the date.
- Optional: click Download PDF to keep a copy or print it.
Example
You send Marcus Bell his October statement for Cedar Row. The available section reads:
| Line | Amount |
|---|---|
| Opening | $500.00 |
| Money in (rent) | $2,000.00 |
| Money out (management fee $200, payout $1,700) | −$1,900.00 |
| Moved to reserve | −$100.00 |
| Closing | $500.00 |
$500 + $2,000 − $1,900 − $100 = $500.
What happens next
- The owner gets an in-app notice, "Your owner statement for … is ready.", and an email with a link to the statement in the owner portal. The email never carries the PDF.
- Only statements you send are shown to the owner. Statements you generate but don't send stay with you.
- If the email can't be sent, the statement is still shared and the owner still sees it in the portal.
If something looks wrong
- A line is missing or wrong. Fix it where it was recorded (the payment, the payout or the ledger), then generate the statement again for the same dates and send the new one.
- "Both dates are required" or "Start date must be before end date." Pick both dates, with From before To.
- There is no Send Statement button. It shows only on an Owner Statement generated for one owner. Once a statement is sent, the button is replaced by Sent and its date.
- The owner can't find it. They need an owner portal login. Check their invite on the Owners list under Portal Invite.
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