Year End Statement for PM
(page 2 )

Status: In Development 29 Votes
Shawn H
Jan 30, 2024 7:46 PM
OR Team Member Joined Aug, 2021 237 posts

Thanks for the nudge. This is our 2-year-long project(!) and it kept growing in scope, which is unlike anything we normally do. It was hard to find a cutting-off point to release with, so we kept allowing the scope creep to help get it right. Well, that time is nearing (the get-it-right part).

We hope to get it out early this year in an opt-in Beta (fingers-crossed). It won't help with 2023 tax/year-end reporting but we'll be working to have it be helpful for the 2024 reporting needs (no matter what month this year we get it released) for those that upgrade their PM module (which will be opt-in to start).

We really appreciate everyone's understanding and patience.

We'll update here as we can!

Shawn H
Jan 30, 2024 7:46 PM
OR Team Member Joined Aug, 2021 237 posts

Thanks for the nudge. This is our 2-year-long project(!) and it kept growing in scope, which is unlike anything we normally do. It was hard to find a cutting-off point to release with, so we kept allowing the scope creep to help get it right. Well, that time is nearing (the get-it-right part).

We hope to get it out early this year in an opt-in Beta (fingers-crossed). It won't help with 2023 tax/year-end reporting but we'll be working to have it be helpful for the 2024 reporting needs (no matter what month this year we get it released) for those that upgrade their PM module (which will be opt-in to start).

We really appreciate everyone's understanding and patience.

We'll update here as we can!

Central Florida
Mar 11, 2024 8:46 AM
Joined Oct, 2021 2 posts

Disappointing to read that on top of the PM services we already pay for, this will be an added expense.

BlueSky Getwaway
Mar 11, 2024 9:59 AM
Joined Mar, 2022 36 posts

Will this be an extra cost to current PM module or only if you aren't currently using PM you will have to add that to your setup? 

Shawn H
Mar 11, 2024 10:09 AM
OR Team Member Joined Aug, 2021 237 posts

I don't know where you read that. Other than the PM (Property Management) premium feature, it's not an additional cost. So, if you already have the PM module, there's no additional charge for this.

Luxe Living Vaca
May 8, 2024 11:50 AM
Joined Dec, 2023 4 posts

We need year end statements for owners tax purposes.  I have a friend with LODGIX and she can do a report, why cant we.  This is critical and as i read through the thread, it has been going on for awhile.  Why is there no priority in this?