Approving, flagging, and changing owner statement status

This article explains the meaning of each owner statement status, how to change a statement's status, and how to resolve issues where owner statements appear not to send after approval. 

Owner statement statuses:

• Pending: Statement is not yet reviewed, default status for all statements
• Approved: Statement transactions have been reviewed and are accurate
• Flagged: Statement transactions have been reviewed and require further review
• Archived: Old statements that were previously approved
• Regeneration failed or Regeneration required: Status cannot be changed, you must regenerate the statement.

Once statement details have been reviewed, you can update the status for one or more owner statements at a time as follows.

Change owner statement status

Step by step:

1. Click Add filter.
   1. Click Status, then select the relevant filter such as "pending" or "flagged".
   2. Click Apply changes.
2. Check the boxes to select one or more owner statements.
3. In the gray header that appears, click Status change then select one of the following options:
   1. Approve: Statement transactions are accurate
   2. To Pending: Change a previously approved statement back to pending status
   3. Flag: Statement transactions require further review
   4. Archive: Can only be used for statements in "approved" status

The change is displayed in the "Status" column:

Send approved owner statements

When filtering by status, you must update the filter again before sending statements to your owners:

1. Change the filter to status Approved.
2. Click , then select Send.
3. In the pop-up, select one or both of the following:
   1. Send to the Owners Portal.
   2. Send to email.

If you got an email notification "Sent to 0 owners", this means you sent the statements while still in the "pending" or "flagged" filtered view. Follow the steps above to refresh to view and send the approved statements.