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Once you've completed reconciliation for the cycle, you can generate, review, and send statements for all owners at once from the All Statements view, rather than individually going owner by owner. This is the fastest way to close out a cycle when you're ready to distribute across your entire portfolio.
For other statement types, see Owner Statements in Clearing: Overview & Statement Types.
Before you start: booking reconciliation should be complete, all bookings should show "Full in Bank" and be locked, and your bank account should be reconciled. If you haven't completed those steps yet, see the Monthly Checklist first.
Step 1: Access All Statements
Go to Statements → Owner Statements → All Owners. This is where you manage statements at scale. You can filter by date range and view previously created statements here.
Note: The same bulk actions are available in the All Statements by Asset view. The only difference is that you'll be selecting and acting on statements organized by asset rather than by owner.
Step 2: Create Statements in Bulk
Click "Create." In the popup, set your date range and select "All Owners" to generate statements for everyone at once. If you only need to generate for a subset of owners, select them individually. Check the box to include summaries by asset and category if needed, then click Create.
Step 3: Review Statements for Accuracy
Once created, click "PDF" or "Open" on each statement to review before distributing. This is your last check before statements go to owners.
Step 4: Pay Owners
Select the statements you're ready to pay and click "Pay." Confirm the From account (your trust account) and the To account for each owner. Review and confirm the details, then enter the verification code sent to your email to release payment. Track status under the Payments tab.
Tip: Save a default payment account on each owner's profile so the "To account" pre-fills automatically when you process payments. Owners can also update their own bank information securely through the owner portal.
Step 5: Publish Statements to the Owner Portal
Select the statements you want to share and click "Publish." This makes them visible in the owner portal so owners can view their financials anytime.
Tip: If owners haven't been invited to the portal yet, go to Settings → Team → Add New Team Member and set their type as "Homeowner."
Step 6: Download or Export Statements
Download statements as PDFs or export to Excel for your records or further analysis.
Need more help?
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Clearing is a Financial Technology Company, not a bank.