Before you begin
- Open the official demo and choose the appropriate preset account and role.
- Review existing records before considering a change.
The illustrations use fictional demonstration records. Follow your organisation’s review and approval process before issuing changes.
Find the relevant record and understand its current state.
What the workflow coordinates
The current interface connects the relevant records and shows their status.
What people review
People verify context and decide whether to submit a change.
Choose the owner
Open Owner statements and select the intended owner. The workspace ties the statement to managed property context rather than treating all portfolio receipts as one owner’s money.
The statement belongs to the intended owner and managed properties.
The statement belongs to the intended owner and managed properties.
Check the reporting period
Choose Month or Quarter and the statement period. Read the displayed figures with their dates before comparing them with a different report or ledger.
The reporting window is explicit before totals are compared.
The reporting window is explicit before totals are compared.
Review fees and statement state
Inspect the management-fee field and the issued-statement filters. An editable preview, a saved fee and an issued statement are different states.
Fees and already-issued records are reviewed without duplicate issue.
Fees and already-issued records are reviewed without duplicate issue.
Use the issue boundary deliberately
Issue statement, Print and Export .xlsx are exposed in the administrator view. No fee was saved or statement issued in this review; use an authorised working account when the underlying records are ready.
The office has reviewed the owner, period and fees before issuing a statement.
The office has reviewed the owner, period and fees before issuing a statement.
What you should have at the end
The current record, responsible role and next review point are clear.
Demonstration notes and availability
- Native 3× screenshots from the official English, light-mode demo. The review did not submit payments, messages, invitations, signatures or irreversible record changes.
Useful answers
Why can a control be unavailable in my workspace?+
The selected role, record status and enabled services affect the available controls. Check the current company and role, and read disabled-state or provider messages before continuing.