Owners - View Account History

TOPS [ONE] Version, Last Updated 07/25/2018


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Email/Print Owner Account History



You can quickly view the Owners Account History by going to the owners' page and clicking the Green Balance Indicator. This guide will go over how to view their balances, and how to use the date filter to see the desired transactions. This guide will also show you how to email and print the owner history.


Step By Step

1. Click Portfolio then Owners. Select the owner to work with.   

2. Click the Balance KPI (Key Performance Indicator) 

3. Click View History 


This will open the property payment history



5. By default, it will show the transactions for the last 30 days. 

You can select the Date Range Filter to edit the dates range.


6. To view the Owners Activity Report click the  Icon. 



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