What admin users and accountants see
The dashboard, including charts, tasks, and notifications
Bank reconciliation, connections, all deposits, expenses, reservations, listings, owners, and files.
All reports, including balance sheet, profit and loss, full general ledger, guest balances, reservation lodging and occupancy tax report, owner statement summaries, and trust reconciliation reports.
Draft statements before they're published, templates, and the ability to make adjustments to locked statements.
Cross-owner and cross-listing reporting, listing ownerships, and PM statements.
Configuration screens: fee/commission setup, account assignments, tax rates, opening balances, and owner portal settings.
What the owner sees
Their published monthly owner statements, plus historical statements (if these have been imported from another system)
Summary statements from published periods (summary statements only include data from owner statements in draft status if this is enabled by the property manager)
A statement summary box showing net payout, with the ability to drill into subtotals.
Reservation-level detail only where it's been made visible (see the statement drill-down and reservation fee breakdown behavior).
Shared expense attachments, if your team has chosen to attach and share them.
Owner viewers with access to their specific portal.
What the owner does not see
Most of the reports found in the property manager's Reports page, such as the general ledger, trial balance, or trust reconciliation reports.
Draft/unpublished statements or in-progress adjustments.
Other owners' data, or PM statements.
Try it yourself
Use the impersonation feature to see exactly what a given owner sees before you explain something to them: How to view the owner portal from the owner's perspective.