Can I change a year after the statements are sent?
No. The tenants are holding statements with those figures. If something was wrong, settle the difference with the tenant directly and record it under Settled….
From the guide CAM Reconciliation: The Year-End True-Up for Commercial Tenants.
Finalizing and the statements
- Finalize freezes the figures and records who finalized them. Seayora refuses while something is missing — a unit with no area on a floor-area pool, percentages that add up to more than the whole pool, or a year that has not ended.
- A final year can be reopened as a draft until the statements are sent.
- Send statements gives every tenant a PDF statement by email and in their Documents: the pool’s costs by category, the gross-up, the cap, the fee, their share, what they paid and the balance. Once they are sent the year cannot be reopened, and a statement already sent is never sent twice.
Read the whole guide: CAM Reconciliation: The Year-End True-Up for Commercial Tenants