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Edit expense descriptions on owner statements

Updated over 2 weeks ago

This article explains how to edit expense line descriptions on an owner statement to provide clearer context and transparency for owners.

When to Use This

Use this feature when you want to:

  • Add more detail to maintenance or service charges

  • Clarify what a specific expense is for

  • Improve owner understanding of monthly statements

Open an Owner Statement

  1. Navigate to the Statements page.

  2. Select the owner statement you want to edit.

Edit an Expense Description

  1. Scroll to the Expenses section of the owner statement.

  2. Locate the expense line you want to update.

  3. Click the pencil icon next to the expense description.

  4. Enter the new description.

  5. Click the checkmark to save the changes.

Preview the Updated Statement

  • Preview the owner statement to confirm the updated description appears in the Expenses section.

The updated description will be visible to the owner on their statement.

Why This Matters

Editing expense descriptions provides:

  • Greater transparency into charges

  • Clearer communication with owners

  • Fewer questions about statement details

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