Set up how owner statements look (Statement Views)

Go to Settings → Owners → Statement Views.

Click + New view, or click an existing view to change it.

Type a name in View name. Tick Default if every owner without their own view should get this one. Saving it unticks the old default. For a new view you can pick a starting point in Start from preset: (Expanded or Net summary).

Under Layout, choose Simple — totals only or Expanded — per-booking table. For Expanded, choose whether to Group bookings by property.

Under Columns (Expanded only), click ＋ Add column. Search or filter by Meta, Summary, Commission breakdown, Group totals, Specific charges or Remittance, click Add on each column you want, then Done.

For each column you can:

• drag the ⠿ handle to reorder it;
• type a new Title;
• add ⓘ help for owner (optional), which the owner sees as a tooltip;
• choose Pro-rata or Total where offered;
• click × to remove it.

Click + Composed total to make one column that adds up the parts you pick.

Under Summary (gross → net), choose Detailed or Summary for the gross-to-net block.

Under Expenses section, add or reorder the columns for expenses not tied to a booking. Choose how to Group by (Property, Category or No grouping). You can also tick Also list booking expenses here (for reference — not added to the total).

Under Show, tick or untick Nights proration, Informational (zero-amount) lines, Gross → net walk-down and Zero-value bookings.

Under PDF header & footer, choose:

• the logo (Show company logo and its placement);
• which Company details and Owner block items to print;
• an optional Tax / TRN number;
• the footer texts, Show page numbers, Show “Generated on {date}” and Print column notes (what each column means).

Check the Live preview on the right. Leave it on Latest existing statement, or pick an owner and an As of date to preview their next statement. No draft is created. The owner list shows only active owners (owners with at least one active property), since only they can get a statement.

Click Save view.

To give one owner a different view, open their contact. On the Owner Overview tab, choose it in Statement view. Default means they follow your default view. Archived views are not offered.