There are two types of EOFY summaries available to the owner of a property in OTA+:

  • A standard EOFY summary
  • A more in-depth summary (if requested by the owner). This one is more similar to the end of month report and shows pie charts and more detail. 


Standard EOFY Summary


Start by opening up OTA+ and selecting Property > Property Search, the search for the relevant property. Then select the 3 dots to the right of the row.



This will bring us to our next screen which we can toggle each financial year that this property has been open for as well as a displayed graph for EOFY profit. Select the relevant Financial year by clicking on the window marked 1 then select the print icon just below it to open up the report. 



Here we have the default summary which the owner will be provided with, displaying most relevant information.



In-depth EOFY Summary


If the standard summary does not supply enough information, or the owner has specifically requested a summary like the EOM Summary, below are the following steps to show a more detail EOFY report.


First select Owners > Booking report then select the user icon marked 2 in the image below.



In the following screen, search and select (or select from the provided list) the relevant property and proceed by clicking "Open Selected Property File".



Once you have been brought back to the previous screen you need to manually change the dates to select the entire financial year rather than just one month. This is done using the toggle boxes marked 1 in the image below. Once this is complete select "View Selected Owners Report".



The Summary provided will be the same report that is provided at the end of each month which includes pie charts, maintenance costs, the owners ledger and all the 'End of Month Disbursements' throughout the timeline of the report.



If you require help or more information please contact Felix Support.