Month End You Can Prove
Owner statements are where your numbers meet your owners’ trust. Track is giving you more ways to check your work before it goes out.
Preview a statement before you save it. On Generate Period Statements, click Preview next to Save Statement and the statement opens in a new tab with the same amounts, rows, and totals, including the owner payment. Nothing is saved, so you can adjust your selections and preview as often as you need. Reservation and work order rows link straight to the folio or work order.
Statements in your owners’ currency. Owner statement PDFs now show your company’s currency symbol, and fall back to the three-letter code (INR 1,234.50, for example) when a symbol can’t print. No setup required.
A cleaner statement run. If an automatic statement can’t finish, Track discards it so you can regenerate the period. Inactive owners with no balance and no new activity stay off the owner list, and owners get one “new statement” email per published statement. Voided vendor bills are protected from edits, and the Balance Sheet loads with Include Deferred/Pending set to No.
Reports that tie out. The Booking Summary export now includes Transfers and Net Payments columns, and Net Payments matches the Payments figure on screen. Derived fees follow the parent fee’s per-unit percentages.