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How to Enable & Create Co-Host Statements in Clearing

Learn how to configure & generate Co-host statements in Clearing, including rule setup, booking financial mapping, and statement publishing.

Corey Reid avatar
Written by Corey Reid
Updated over a week ago

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Review the Booking and Rule

Co-hosting is a popular structure for Short-Term Rental operators managing properties on behalf of owners—especially on channels like Airbnb. But with different financial responsibilities and revenue splits compared to full trust accounting, co-hosting requires a unique approach to reporting.

Clearing’s Co-Host Statements make it easy to manage these dynamics, letting you clearly break down what the owner keeps, what they owe, and what passes through the management company.

In this article, you’ll learn how to enable co-host statements, tag bookings correctly, apply custom rules, and generate statements for co-hosted properties. For a primer on co-hosting financials, see our blog post on financial management for cohosts.

Step 1: Enable Co-Host Statements

Login to Clearing and navigate to Statements > Co-host statements, then click Settings.

Co-host statement settings

Click Activate Co-host statements.

Co-host Statement Settings.

Step 2: Tag Co-Host Bookings Automatically

Navigate to Rules > On Bookings > Co-Host

Tag Co-Host Bookings Automatically

[Optional] Step 2.2: Create a “Co-Host” Asset Tag

Go to Categories and create an asset tag called “Co-hosted”. If you don’t have a tag group created yet, you must create one first or while creating the tag using the “+” button - you could call it “Asset Groups”, for example. Finish creating the tag, and add it to the Asset Group. Once created, add the Co-hosted asset tag to the relevant assets.

Create a “Co-Host” Asset Tag

Create a new tag.

Use this tag as a filter in your Co-host rule to only apply the rule to specific listings - See step 2.3.

Step 2.3: Create the Rule to Tag Bookings

Set up your rule to automatically tag bookings as co-hosted.

You can create multiple Co-host Rules if different channels or owners require unique configurations.

Create the Rule to Tag Bookings

Step 3: Apply Financial Rules to Co-Host Bookings

Every booking financial line must either be tagged as:

  • “Kept by Owner” — amounts that the owner keeps after platform payout

  • “To Collect from Owner” — amounts the owner owes the manager (cleaning, platform fees, etc.)

Step 3.1: Create a Custom Rule

Navigate to Rules > On Bookings > Custom Rules.

Create a Custom Rule

We recommend you create at least two custom rules:

  • One rule for categories that should be marked as Kept by Owner

  • One rule for categories that should be marked as To Collect from Owner

Choose the type of Accounting rule.

Tips for setting up rules:

  • Use the checkbox to restrict rules to only apply to co-host bookings

  • You can include multiple categories per rule

  • If a category is already excluded by an “Other Formula,” do not add it to your custom rule

  • If you’re using a formula (like Net Accommodation Fare) that outputs a new line, ensure the formula’s Co-host Output option is enabled

Step 3.2: Review the Booking & Rule

After applying rules, go to a Co-host booking to review the rule’s functionality. You can add a filter on the Bookings page under “Booking Details” to filter for all Co-host bookings.

Review the Booking and Rule

Once the rule has been applied, all booking financial line item should be tagged as either “Kept by Owner” or “To Collect from Owner”, or be “Excluded”.

Filter for Co-hosted bookings.

Step 4: Create Co-Host Statements

Go to Statements > Co-host Statements. Select the owner and date range. Adjust custom settings on the page, if needed. When ready, click Generate to view and publish the statement.

Create Co-host statements.

Many of the capabilities here will remain similar to the Owner Statement (publishing, saving, etc.). The differences are how the financials are used, which you can see in the statement summary.

Note: Statements will only appear in the owner portal if the setting “Display Co-host Statements In Portal” is enabled on the owner’s profile. You can bulk enable this for multiple owners using the Bulk Actions menu in the Owners section.

Step 5: That’s It!

You’ve created your first Co-host statement! Rock on! 🤘

Co-hosting models introduce more complexity than traditional trust accounting—especially when it comes to splitting responsibilities, tracking reimbursements, and reporting clearly to owners. But with Clearing’s Co-host Statements, you can deliver professional, audit-ready financials with full transparency.

By setting up the right automation rules and booking logic, you’ll eliminate manual spreadsheet workflows and help owners understand exactly what they’re earning and what they owe.

Co-hosting, but not using Clearing?

Book a personalized demo with our team and we’ll walk you through our Co-host setup.

For more on Co-hosting, explore our comprehensive knowledge base today to dive deep into Clearing's features and embark on a journey to revolutionize your Short-Term Rental financial management experience.

Clearing is a Financial Technology Company, not a bank.

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