Enter data about a new transaction. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Transactions” tab. In the “TRANSACTIONS” window that opens, click on the “Transaction Actions” button at the top right and choose “+Add New Transaction.” In the “ADD TRANSACTION” window that … Read more
Edit the information you have entered for a transaction. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Transactions” tab. In the “TRANSACTIONS” window that opens, locate the transaction in the list. If you need to narrow down the items displayed in the list, … Read more
If you entered a transaction that no longer is viable, delete 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 “Transactions” tab. In the “TRANSACTIONS” window that opens, locate the transaction in the list. If you … Read more
After you set up your Chart of Accounts, download the data from the “CHART OF ACCOUNTS” window. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Chart of Accounts” tab. In the “CHART OF ACCOUNTS” window that opens, click on the “Download Chart of … Read more
Once you deactivate an account, it no longer appears in the list of accounts—but you can reactivate it and make it visible again. Click on the “Financials” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Chart of Accounts” tab. In the “CHART OF ACCOUNTS” window that opens, … Read more
The “Search Accounts” box below the title of the “CHART OF ACCOUNTS” window enables you to search among your accounts 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 “Chart of Accounts” tab. To search all account … Read more
Stripe charges a one-time $1.50 account verification fee whenever a resident adds a bank account so they can make ACH payments. The verification process may precede the use of the account to make a payment. The resident may add the account days or even weeks or months before they use it to make a payment. … Read more
The Member Portal is an optional experience. You can activate, deactivate, or reactivate it at any time. Doing so does not remove or replace any of the content on your website. It simply provides a streamlined interface through which your residents can access your online content. Click on the “Account” tab on the vertical Dashboard … Read more
The Member Portal includes a simple built-in contact mechanism that residents can use to send messages to your website administrators. To use this contact capability, you must enter one or more e-mail addresses that will receive these messages. Click on the “Account” tab on the vertical Dashboard menu at the left side of the screen. … Read more
To reach the Member Portal, start on your community’s public website. Click on the “Public Site” tab on the vertical Dashboard menu at the left side of the screen. After your website loads in the browser window, locate the “Hello, [Your Name]” menu at the top right of the screen. Open the menu and select … Read more
The Member Portal provides an optional one-click, button-driven interface that you can use for simplified access to your community’s online content. Some residents may find its streamlined approach an ideal way to interact with your online presence.
Reopen a closed Boardroom Meeting if it turns out to be necessary after all. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, activate the “Show Closed” toggle switch. Locate the Boardroom Meeting in the list. … Read more
Download Boardroom Meeting notes to review discussion topics, ideas, and outcomes after the Meeting itself. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, locate the Boardroom Meeting in the list. In the “Actions” column, open … Read more
Download document assets that have been uploaded to a Boardroom Meeting. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, locate the Boardroom Meeting in the list. In the “Actions” column, open the three-dots menu and … Read more
Delete documents that have been uploaded to a Boardroom Meeting. Use either of two methods, depending on how a file has been uploaded. From the “BOARDROOM MEETING” window’s “ATTACHMENTS” section Files in this area are added during the creation of the Boardroom meeting, and through the “View Boardroom” and “Edit Boardroom” commands after the meeting … Read more
Delete a Boardroom Meeting permanently if you know you no longer will need it. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, locate the Boardroom Meeting in the list. In the “Actions” column, open the … Read more
Set up administrative and planning meetings directly through your website, notify all attendees via community e-mail message, and supply files and forms in advance of the meeting date. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that … Read more
If a scheduled Boardroom Meeting becomes irrelevant or unnecessary, close the Meeting. Click on the “Membership” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Boardroom” tab. In the “BOARDROOM” window that opens, locate the Boardroom Meeting in the list. In the “Actions” column, open the three-dots menu … Read more
Violations require review, classification, discussion, and followup communications to progress from initial reports to resolution, regardless of whether they are upheld or dismissed. Reach a violation from a specific violations form Reach a violation from a single violation form Click on the “Forms” tab on the vertical Dashboard menu at the left side of the … Read more
Locate one or more violations among all violation forms or an individual form. On a single violation form Click on the “Forms” tab on the vertical Dashboard menu at the left side of the screen. Click on the “Violations” tab. In the “VIOLATIONS” window that opens, locate the applicable violation form in the list. Open … Read more
