How to Change an Owner Statement Group
This field is used to place your owners into groups. Most reports and statements may be printed for all owners or for a selected group.
You may have a group of owners that require mid month statements. Enter group ‘M’ for these owners and then run statements, cheques and auto deposits for group ‘M’ only. You have A – Z available to utilise for what groups you allocate.
Alternatively, you may want to organise your owners into groups for reporting purposes.
- Go to Files > Owner or click on the Owner icon
- Put in the alpha index of the Owner and press ENTER
- Click on the Payment Tab
- Under Statement control, select Group (from A-Z) from the drop down menu
- Click OK-F12