Payee Statements in Propra show any transactions for the selected payee during the given time period. These types of reports are also commonly referred to as Ledgers. A Payee Statement can be generated for your account, owner, tenant, supplier, or operator.
Here’s how to generate a Payee statement for a Tenant:
Go to Accounting using the left-hand menu
Click on Reports on the top right-hand side
Click on Payee Statement
Select the tenant from the drop-down menu and choose the start/end date
Click Open
The report will now open. It can be downloaded, printed or exported to csv.
Here’s how to generate a Payee Statement for your business, an owner, a supplier, or an operator:
Go to Accounting using the left-hand menu
Click on Reports on top right-hand side
Click on the Payee Statement box
Click on the purple icon and select:
Account (the P icon) if looking for a statement for your business.
Owner (the key icon) if looking for a statement for a specific owner.
Supplier (the truck icon) if looking for a statement for a specific vendor.
Operator (the person waving icon) if looking for a statement for a staff or contractor operator
5. Select the owner from the drop-down menu and choose the start/end date
6. Click Open
When reading a payee statement, each transaction will include the date, a description, a reference number, the associated property, and the amount. If the line item is for a payment made, the reference number may be an assigned cheque number if you print cheques. For tenants, any collected deposit amount for their lease will also be displayed.