Beta: Adding notes to an owners statement

Add internal comments for your team and client-facing notes for property owners directly to an owner statement. This helps streamline collaboration for your accounting team and provides owners with clear, transparent context for their statements.

Understanding owner statement notes

There are two types of notes you can add to an owner statement, each serving a different purpose.

• Internal comments: This is a dedicated space for you and your team to log, edit, and review the internal history of a statement. Each note includes the author and date, creating a clear audit trail for documenting why a statement was flagged, adjusted, or requires review. These notes are only visible to your team within Guesty, and you can add as many as needed.
• Client-facing statement notes: This is a dedicated field that is printed directly at the top of the owner statement. Use this to communicate custom messages or provide important context directly to the property owner. Only one client-facing note can be added at a time.
  

Add a client-facing note

Follow these steps to add a client-facing note to a specific owner statement. You can find more information about the owner statements page in our article on Getting started with owner statements.

Step by step:

1. Sign in to your Guesty account.
2. In the side navigation menu, click Accounting to open the dropdown menu.
3. Under Owner accounting, select Owner statements.
4. To the right of the relevant owner statement, click then select Statement notes from the dropdown menu.
5. In the side panel, type your note in the text box. The preview shows in real time how the text appears to the owner on their statement. 
6. In the the bottom-right corner, click Post and regenerate.

Edit or delete a client-facing note

Step by step:

1. Sign in to your Guesty account.
2. In the side navigation menu, click Accounting to open the dropdown menu.
3. Under Owner accounting, select Owner statements.
4. To the right of the relevant owner statement, click then select Statement notes from the dropdown menu.
5. In the side panel, edit or delete the existing content in the text box.
6. In the the bottom-right corner, click Post and regenerate.

Add internal comments

Follow these steps to add internal comments to a specific owner statement. You can add multiple comments at a time.

Step by step:

1. Sign in to your Guesty account.
2. In the side navigation menu, click Accounting to open the dropdown menu.
3. Under Owner accounting, select Owner statements.
4. To the right of the relevant owner statement, click then select Internal comments from the dropdown menu.
5. In the side panel, type your comment in the text box, then click the green arrow to enter. Repeat as needed.
6. Once completed, click X in the top-right corner to close the side panel.

Edit or delete an internal comment

Step by step:

1. Sign in to your Guesty account.
2. In the side navigation menu, click Accounting to open the dropdown menu.
3. Under Owner accounting, select Owner statements.
4. To the right of the relevant owner statement, click then select Internal comments from the dropdown menu.
5. In the side panel, click under the relevant comment, then select Edit or Delete.
6. Once completed, click X in the top-right corner to close the side panel.