Reporting on a calendar, not on request
Statements, work orders and documents are also available at any time in the owner portal, which runs on AppFolio. You can send owner contributions there by eCheck or debit card.
Statements, work orders and documents are also available at any time in the owner portal, which runs on AppFolio.
What owners receive in each month of the year
| J | F | M | A | M | J | J | A | S | O | N | D |
| Owner statement | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Budget-to-actual report | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
| Property inspection | | | Yes | | | Yes | | | Yes | | | Yes |
| Annual operating budget | | | | | | | | | | | Yes | |
| Year-end tax statement | Yes | | | | | | | | | | | |
| Owner portal, open 24/7 | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes | Yes |
Months shown as an example.
- Owner statement
- Income, expenses and the balance for the month
- Budget-to-actual report
- Results against the approved operating budget
- Rent roll
- Each unit, its lease and its rent
- Delinquency report
- Unpaid balances and where each one stands
- Work-order history
- Repairs from request through to invoice
- Year-end tax statement
- Annual figures for your accountant