Yes! You can send bulk invoices to the entire community with just a few clicks. You can also use our filters feature to create groups for invoicing purposes. Our goal with invoicing is to make it as simple as possible.

Yes, people can still pay by check as well as online.

Online payments are processed automatically through our payment provider’s website. These payments are also immediately recorded in the administrative side of your website without the need for administrator involvement.

Yes, through the members-only portal, homeowners can see their account history.

The website automatically creates an invoice when a member registers or renews their membership. An administrator can also manually add an invoice and create bulk invoices for all or selected members.

When a payment is made online, the payment is automatically matched to the member’s open invoices. With our automation, there’s no need to deal with posting online payments. A payment that was made online can also be refunded to the member’s credit card, which automatically records the accounting entry.

You can keep track of your organization’s spending by creating custom expense accounts. Each account is a category to help organize each type of expense. These expense accounts appear on financial reports so that you can get a better picture of your organization’s financial position and historical spending trends. Whether you pay with a check or credit card, the expense entry captures this information and an automatic accounting entry is made to the appropriate account’s balance.

No. There’s no need to be an accountant. We have created a solution that does the accounting for you. Accounting entries are automatically created based on day-to-day transactions entered on the website. These transactions feed important financial reports that help you analyze your financial health. Manual accounting entries can also be created to move money between accounts.

Members enjoy the convenience of viewing their invoices and payments they have made through your website. Members can also easily make payments online and directly through your website. Even better, these transactions automatically create accounting entries and update your financial reports. No more external links and separate logins to third party payment providers. No more dealing with interfaces and exporting data as you try to keep systems in sync. We specifically developed features that allow us to automate your tasks that matter most.

You can produce all commonly used financial reports such as general ledger detail, balance sheet, income statement and accounts receivable aging.

Yes. Your Income Statement automatically adjusts to reflect applied and unapplied credit memos.

Yes. The Administrator can run the report, make it a locked PDF format and then share with whomever needs to see it.

Yes, you can share reports with your entire HOA.

Yes. You can use our tools to check that your cash balance matches your transactions and bank statements.

Yes, you can choose any period you want to reconcile for any general ledger account.

Only transactions that are unreconciled will be displayed. This helps you mark correct transactions until your account is balanced.

Because a reconciled transaction is a confirmation that a transaction is correct, reconciled transactions are locked to prevent changes that would impact an account balance. This ensures the prior months’ books are not accidentally changed after they are finalized.

You can save the reconciliation process at any point after you begin and then resume at a later date.