About this course
Course Overview
The objective of this training session is to have the knowledge and understanding of how to run monthly owner financial statements.
How to deduct charges and commission from incoming money and pay the owner the balance after deductions.
Lesson 1: How to configure your system for statements
About the lesson:
Within this lesson you will learn how to setup your system to ensure you pay the owner inline with your agreed terms.
Lesson 2: How to quality check the statements
About the lesson:
Within this lesson you will learn how to use the reports to ensure that the data within the statement is accurate and that there hasn't been any user error during the financial period.
Lesson 3: How to run a statement
About the lesson:
Within this lesson you will learn how to run a financial owner statement per brand, per owner or for all owners.
Lesson 4: How to export payments to a bank file
About the lesson:
Within this lesson you will learn how to export the bank file, so that it can be uploaded to your online banking and your owners automatically paid.
Lesson 5: How to exclude owners from a statement
About the lesson:
Within this lesson you will learn how to mark an owner as tax exempt so that they are not deducted any tax, you can also assign an owner to a brand which will exclude from your statement run.
Lesson 6: How to process statements
About the lesson:
Within this lesson you will learn how to automatically process your statements.
Lesson 7: How to run an annual statement
About the lesson:
Within this lesson you will learn how to run an annual statement, please note that annual statements only work based on the individual statements that have been run through the financial year.
Click here to engage and get help within our Q & A Forum
How To Guides - Owner Statements
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article