Payee Statements

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, an owner, tenant, supplier, or operator.

Here’s how to generate a Payee statement for a Tenant:

1. Go to Accounting using the left-hand menu

2. Click on Reports on top right-hand side 

3. Click on Payee Statement

4. Select the tenant from the drop down menu and choose the start/end date 

5. 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 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

• Select the owner from the drop down menu and choose the start/end date

• 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.