The Owner Balance Sheet by Property shows the same information as the Owner Balance Sheet, but with a separate column for each property the owner has and a Total column.
Use it to see which property a balance belongs to when an owner has more than one.
How to run it
Go to Accounting in the left-hand menu and click Reports.
Under Income Statements and Balance Sheets, click Owner Balance Sheet by Property.
Choose the Owner and check the End Date.
Click Open. The report generates and opens in the report viewer.
Options
Owner — choose the owner. The report includes every property they own.
End Date — the date the balances are calculated as of. It defaults to the last day of the previous month.
Reading the report
Each account row shows the balance for each property, with the combined amount in the Total column.
Working with the report
Update Parameters — change the dates or filters and re-run the report without going back to the Reports page.
Export icons (top right) — download the report, for example to an Excel spreadsheet.
Print and download — use the print and download buttons in the viewer toolbar to save or print the PDF.
Share — available on owner and property reports. Saves a PDF copy of the report so you can share it with the owner.
Related reports
Owner Balance Sheet — one combined column, with the option to compare dates.