Check Payment Statistics to Owners
This module is very useful for generating statistics on payments made to each owner:
not only does it help you keep your accounts up to date, but it also gives you peace of mind: you know exactly which bookings have been settled, what expenses have been deducted, and what balance corresponds to each period.
Main Benefits:
See how much has been settled for each booking
Identify expenses associated with each payment
Generate annual, monthly, or custom balances
Select multiple periods simultaneously for a more comprehensive analysis
How to Generate the Report
Follow these steps to get the information you need:
Access the "Reports" menu.
Select the "Owners" section.
Click on "Summary of Settlements Made."
Select the filters according to your needs:
Owner: to view payments for a specific person.
Accommodation: if you want to filter by a specific property.
Year and Month: to generate balances for a specific period.
Settlement Status: choose whether to show payments already settled or pending.
Click on generate report and check the balance.
Best Practices:
Download a monthly balance and compare it with your bank statements to ensure everything matches.
Use the multiple selection option when you want to analyze several months at a glance.
All data can be exported in Excel/CSV/PDF format or printed for your internal statistics.