Owner Statement Groupings
Setup the Groupings for columns on the Owner Statement in RMS.
Owner Statements will include a summary of Owner Income by the General Ledger Account Code Groupings setup in Owner Accounting Options.
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Information
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Setup
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Information
Owner Statements will include a summary of Owner Income by the General Ledger Account Code Groupings setup in Owner Accounting Options.
This setup is for Owner Accounting & Trust Accounting properties.
System Administrators will require Security Profile access to Owner Accounting Options.
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Setup
- Add Button
Setup
Have your System Administrator complete the following.
- Go to Setup > Accounting > Owner Accounting Options in RMS.
- Select a Property.
- Navigate to the 'Owner Statement' tab.
- Select the G/L Account Code Groupings for each Column.
- Save/Exit.
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Guide
- Add Button
Guide
Go to Setup > Accounting > Owner Accounting Options in RMS.
Select a Property.
Navigate to the 'Owner Statement' tab.
Select the G/L Account Code Groupings for each Column.
Select 
'Save/Exit' to store the changes made and leave the setup.
The selected groupings will be reflected on Owner Statements generated for this property.
Setup
Have your System Administrator complete the following.
- Go to Setup > Accounting > Owner Accounting Options in RMS.
- Select a Property.
- Navigate to the 'Owner Statement' tab.
- Select the G/L Account Code Groupings for each Column.
- Save/Exit.
-
Guide
- Add Button
Guide
Go to Setup > Accounting > Owner Accounting Options in RMS.
Select a Property.
Navigate to the 'Owner Statement' tab.
Select the G/L Account Code Groupings for each Column.
Select 'Save/Exit' to store the changes made and leave the setup.
The selected groupings will be reflected on Owner Statements generated for this property.