Create a missing monthly statement

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The video's steps

  1. On the Statements page, click To do: the list shows the owners who have no statement yet.

  2. Open the row's Actions menu, then click Create the statement to start the wizard.

  3. The wizard opens on the owner: choose the month to cover with Previous month.

  4. Click Next at each step to reach the review step.

  5. Click Create draft: the statement is created, without being finalized.

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