Create cleaner owner statements with Rentvine’s updated workflow
At Rentvine, we are always improving the tools property managers rely on to communicate clearly with owners. In this week’s Rentvine Academy video, Sales Engineer Alex Cordoves walks through the updated Owner Statement UI, showing how the new experience helps teams identify issues before statements are generated and sent.
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What’s new in owner statement management
1. Updated statement creation screen
When creating owner statements under Portfolios > Actions > Create Owner Statements, you will notice a refreshed interface. Core options such as statement period, start and end dates, filtering, and batch settings remain the same. However, the updated layout introduces new tools designed to surface potential issues earlier in the process.
2. New statement type logic tied to diagnostics
When using the Monthly Statement type, Rentvine now references your Diagnostics settings. This means the system checks for:
Balance mismatches
Reserve mismatches
Backdated gaps between statement periods
If any of these issues exist, Rentvine flags the portfolio before statements are created. This gives accounting teams time to resolve problems and avoid confusion for owners.
3. Identify portfolios that need attention
The portfolio selection screen has been fully redesigned. Property managers can now clearly see which owners need attention and why. This visibility helps prevent publishing statements that contain errors or incomplete data.
By addressing these issues first, teams can significantly reduce owner calls and follow ups related to inaccurate statements.
4. Filter by payment status
The new Was Paid filter allows you to confirm whether owners were already paid through the Pay Owner screen before generating statements. Rentvine recommends paying owners first and then creating statements. This filter helps ensure that statements reflect accurate distribution information.
5. Faster creation for ready portfolios
Once issues are resolved, you can filter by Ready to Create, select the applicable owners, and generate statements in just a few clicks. The confirmation process is streamlined, making it faster to publish statements directly to owner portals.
Why it matters
Owner statements are one of the most important communication tools in property management. These updates help teams deliver cleaner, more accurate reports while reducing confusion and unnecessary follow ups.
By connecting Diagnostics, Pay Owner, and Owner Statements into a more cohesive workflow, Rentvine makes monthly reporting more reliable and easier to manage.
Video transcript
Welcome back to another Rentvine Academy. I'm your host, Alex Cordova, Sales Engineer here at Rentvine. We are ending off the year with a few Rentvine Academy videos, and today we are taking a look at the updated Owner Statement experience.
A few months ago, we released UI enhancements to the Pay Owner screen and the Owner Statement screen. While we previously covered the Pay Owner updates, this video focuses on the Owner Statement side.
When navigating to Portfolios > Actions > Create Owner Statements, you will notice an updated interface. While many of the core settings remain the same, there are important enhancements designed to help you identify issues before statements are created.
The portfolio selection screen now highlights owners that need attention. This includes balance mismatches, reserve mismatches, and gaps between statement periods. These checks are based on Diagnostics settings under the Accounting tab.
You will also see a new payment status filter that allows you to confirm whether owners were paid before creating statements. Rentvine recommends paying owners first and then generating statements to ensure accuracy.
Once issues are resolved, you can filter for owners that are ready to create, select them, and generate statements quickly. From there, statements can be published directly to owner portals.
Thank you for watching. Have a great holiday season, and we will see you next time on Rentvine Academy.
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