Overview
The Statement of Accounts dashboard shows all statements that have been generated.
For property level statements, the first statement period begins when the property is associated with an owner. If the owner association date is in the past, the statement thread is created immediately. If the property owner is changed, a new statement thread will be opened from the association date. The statement thread for the previous owner will not be closed automatically.
When the statement period is open, it will not have an end date. Any rent payments made, fees or credits triggered, or maintenance ticket invoices allocated during the open period will be shown on that statement.
Before you can publish the statement, you must first close the period. If the Close statements each month option is enabled in your Statement settings, the period will automatically close on the first of the month. You will need to manually close the period if that option is not enabled or if you are creating an ad-hoc statement.
Once the period is closed, a draft statement is created and the end date for the statement is locked (to the previous day's date). A new period will also be opened starting from today (the date that you closed the previous period).