Is there a way to take my name off the Owner Distribution Statement? We'd like to take my name off and add our company's phone number.

Remove your name as the "Agent" on the Company Information screen. It will then not appear on the Owner Distribution Statement.

You can add the phone number by modifying the format of the report. Choose Utilities > Modify Reports > Modify Owner Statements > Owner Statements.

Click on the text tool then click where you want your phone number. Type your phone number then edit the format of the text from the format menu. You may have to move some of the fields around a little to fit it in.

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Is there a report that will allow me to see all previous production and taxes for the past few years for one royalty owner? I need to see the different kinds of taxes broken out by time period, by owner, and by Tax 1, Tax 2, Tax 3 and Tax 4.

The only report which would display that information is the Owner Distribution Statement viewed for the past run closings. There's no other report which will give that breakdown of taxes for each owner including production.

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I was wondering if you could tell me which reports I could run PRIOR to closing a revenue distribution or a JIB Run to make sure that all of the expenses are allocated properly. For the JIB Run, right now, I'm running the Well JIB Operating Summary, Well JIB Expense Detail, Well JIB Expense Summary, and the JIB Statements.

For the revenue distribution, I'm running the Well Revenue/Expense Detail to make sure that all expenses and revenues were picked up and then the Well Revenue Operating Summary and the Owner Disbursement Summary after the run is closed (in addition to the reports that generate automatically with the close). Can you tell me any other reports I might be able to run?

You're already on the right track for checking the amounts allocated to owners prior to the run closings. As long as they're viewed for the New Run, using an accounting date that corresponds to the date you use for the run closing, then those are the correct reports to check figures prior to run closing.

In addition to the reports viewed prior to closing a revenue run, I would add the Owner Distribution Statement to look at. This is a report showing the detail of what will be allocated to each owner during the run closing.

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I need to process a revenue run for the Royalty Interest Owners this week. I also need to print Statements for the Royalty Interest and Working Interest Owners, indicating suspense and/or expenses. Does the SherWare system prepare statements from the QuickBooks entries or do I need to enter them separately?

The statement will come from SherWare after you've processed the revenue run. You can print the Owner Distribution Statement or the Owner Stub Statement depending on how much detail you want to give your owners.

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