Owner Account Management - Manually Create Income Statement

[ overview ]

By following these steps, you will be able to manually create an income statement for the specified contract and settlement date range.

Account by clicking on [Admin Console] → [Accounting] → [Income Statements] .

[ Steps to Manually Create Income Statement ]

1. Navigate to the Income Statement section in the Admin Console -> Accounting.

2. Click on the Manually Create Income Statement button.

3. Select the desired contract from the available options.

4. Specify the settlement date range for the income statement.

• The "income Statement" created will have a status of "Draft".　

• After final review and approval of the content, it will be placed in the "Published" status.　

• Once "Published" status is achieved, the owner statement will be available for review when the client user associated with the owner logs in.