When you add an active page to your website’s navigation system in Site Setup, one of three things happens. The page becomes an item in the menu. The page becomes an item in a menu section with the same name as the page. The page becomes an item in a menu section with a different … Read more
If you prefer not to use the Messaging feature, deactivate it for your entire community—and if your needs change, reactivate it. Note that individual members can decide to opt out of Messaging through their Member Profile. Click on the “Account” tab on the vertical Dashboard menu at the left side of the screen. Click on … Read more
Make changes to your Member Portal/App setup so its button-driven, streamlined interface includes only the feature buttons you want it to present. Rename and reorganize the buttons, add headlines and introductory page descriptions for the content each one brings up, and hide any buttons that you do not wish to display. Note that the changes … Read more
Subject filters enable you to create more than one Newsfeed page on your website, and have each Newsfeed page display posts that cover different topics. Click on the “Manage Site” tab on the vertical Dashboard menu at the left side of the screen Click on the “Site Setup” tab. In Site Setup, locate your Newsfeed … Read more
Once you deactivate a budget, it no longer appears in the list of budgets—but you can make it visible. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, activate the “Show Inactive” toggle switch at the … Read more
The “Search Budgets” box below the title of the “BUDGETS” window enables you to search among your budgets to find entries that match specific criteria. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “BUDGETS” tab. To search for part of a budget name, … Read more
Create a copy of a budget as the basis for a new budget. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, locate the budget name in the list. In the Actions column, open the three-dots … Read more
If you deactivated a budget but now find that you need, reopen it so you can use it again. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, activate the “Show Inactive” toggle switch at the … Read more
Deactivated budgets are hidden from view but not deleted. If you want to remove a budget permanently, delete it. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, activate the “Show Inactive” toggle switch at the … Read more
If you no longer need a specific budget, deactivate it so it no longer appears in Financials. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, locate the budget name in the list. In the “Actions” … Read more
Add details to a budget or edit the information you have entered. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, locate the budget name in the list. In the “Actions” column, open the three-dots menu … Read more
Set up a budget for a new time period or purpose. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Budgets” tab. In the “BUDGETS” window that opens, click on the “+Add New Budget” button at the top right. In the “ADD BUDGET” window … Read more
A budget enables you to forecast income and expenses, and compare those forecasts to the actual results obtained during one or more previous years, itemized by months or quarters.
Build a Balance Sheet Report for a specific period of time so you can review your account balances. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Reports” tab. In the “REPORTS” window that opens, click on the “Balance Sheet Report” link. In the … Read more
Build a Profit and Loss Report for a specific period of time so you can review your income and expenses. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Reports” tab. In the “REPORTS” window that opens, click on the “Profit and Loss Report” … Read more
The Financials feature enables you to construct and export two types of essential reports: A Profit and Loss Report (also called a P&L or P/L) and a Balance Sheet Report. A Profit and Loss Report displays income and outgo for a specific month, quarter, year, or multi-year period. It helps you review your overall cash … Read more
The “Search Reconciliations” box below the title of the “RECONCILIATIONS” window enables you to search among your reconciliations to find entries that match specific criteria. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Reconciliations” tab. To search for a reconciliation of a specific … Read more
To delete a reconciliation, it must cover the most-recent month of that account’s transactions. For example, to delete the reconciliation for April, you must delete the reconciliation for May, and to delete the reconciliation for March, you must delete the reconciliation for April, etc. After you delete a reconciliation, you can delete the reconciliation for … Read more
View the details of a completed reconciliation. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Reconciliations” tab. In the “RECONCILIATIONS” window that opens, locate the completed reconciliation in the list. In the “Actions” column, open the three-dots menu and choose “View Reconciliation.” To … Read more
Note that to edit a reconciliation, it must cover the most-recent month of an account’s transactions that you have reconciled. For example, to edit the reconciliation for April, you must delete the reconciliation for May, and to edit the reconciliation for March, you must delete the reconciliation for April, etc. After you delete a reconciliation, … Read more
