Association owner statement

The Association owner statement report shows all charges, credits, and payments made for an Association Owner over a period of time.

Also called

• Association Owner Invoice

Sample reports

• PDF format

Other report formats are available and can be generated in the software.

When to use it

• Invoice an Association Owner.
• Provide a detailed statement of charges and payments.

Generating this report

1. Go to the Reports menu.
2. Click the Association Owner Statement link.
3. Select your report parameters. More details:
   

    

   Parameter	What it means
   Associations	Select a single association, or a group of associations, using the filter box. You can also select all associations.
   Period start / Period End	Selects the period for which the software will generate the report.
   Statement message	Adds a short message that will be displayed on your report.
   Report format	Choose from PDF, legacy PDF, XLS, XLSX, or CSV.

    

4. Click Download report.

You can also generate an association owner statement individually.

1. Go to the Associations menu.
2. Go to the Ownership accounts page.
3. Click the name of the Association Owner statement you'd like to individually print.
4. Click the Financials tab.
5. Click .

Miscellaneous

• Buildium reports on transactions based on the transaction date. When producing statements, make sure that your period includes the dates you need. For example, if it's mid-August and you want to mail out a statement to include charges on September 1, your selected period must include September 1.
• Recurring charges are not included in this report. The transaction must have posted to the ledger.