complete management software

Introduction and Overview 8

• Introduction to uMange
• Main Menu and Other Page Functions
• Search Page Functions
• Introduction to the Dashboard
• Introduction to the Knowledge Base

View all 8

Getting Started 1

• On-Boarding New Associations

Integration and Conversion 8

• How to Enable Quickbooks Online Integration
• How to do an Ownership Change in Quickbooks when integrated with uManage
• How to enable Quickbooks Integration
• Quickbooks Integration FAQ
• C3 Integration FAQ

View all 8

How to 4

• Word Save Settings Help
• How To Edit Generated Letters in Word
• How to Change a Mailing Address
• How to use the Built in Text Editor

Mobile 3

• uManage Pro for Android
• uManage Pro for (IOS) - Violations
• uManage Pro for Android - Work Orders

Portal Introduction 3

• How to use the Vendor Portal?
• Board Portal - Overview
• How to Create a Login for the Vendor Portal

Feature Focus 4

• Feature Focus - December 2023
• Feature Focus Archive by Type
• Feature Focus Archive by Month
• Feature Focus - Problem Solving

Feature Focus Archive 56

• Manage Pending Portal Members
• Customize Find Account Tabs
• Run Statements by Balance Due
• Suspend Late Fees
• Import Mass Notes

View all 56

Community Portal-Resident Help 5

• Setting up Auto-pay through Paylease
• How to Submit a Resident Request
• Portal eVoting
• Schedule a Reservation on the Community Portal
• Discussions on the Community Portal

Community Portal 0

Board and Authorized User Help 6

• How to Vote on ARC Plans
• How to Approve Invoices on the Community Portal
• Feedback Response- Board Portal
• Adding Announcements on the Portal
• Portal Settings-Application and Feature Titles

View all 6

Resident Help 10

• How to Make an Architectural Request
• Change Portal Profile Settings
• How to Make a Payment on the Community Portal - moved
• Portal Registration
• Discussions on the Community Portal

View all 10

Administrative Help 23

• Manage Board Portal Report Groups
• Manage Portal Folder
• Edit Portal Style and Colors - moved
• Customize the URL for the Community Portal
• Manage Facilities and Resources on the Portal

View all 23

Find Account 27

• Find Account Page - Overview
• Find Account Page - Transaction Tab
• Find Account Page - Recurring Charge Tab
• Find Account Page - Violations Tab
• Find Account Page - Work Order Tab

View all 27

Activities 6

• Manage Ownership Change
• Activities-Manage Vendor Invoice
• Manage Batch Invoices
• Expense Analyzer
• Manage Association Meetings

View all 6

My Activities 4

• My Profile
• My Resident Requests
• My Tasks
• My Subscriptions

Assets 1

• Add/Manage Asset

Architecturals 6

• Manage ARC Plan Page Overview
• Manage Firm ARC Plan Type
• Adding ARC Plans (Portal)
• Manage Association ARC Plan Type
• ARC (Architectural Request) Setup

View all 6

Billbacks 2

• Managing Billbacks - Setup
• Managing Billbacks - Invoicing

Communication 12

• Manage eBlast
• Manage eBlast Templates
• Manage Email Notifications
• eBlast Groups
• Mailing Labels

View all 12

Concierge 7

• Concierge Visitors List
• Manage Tracked Item
• Manage Tracked Item Type
• Manage Tracking
• Manage Tracking Type

View all 7

Email 1

• Email Notification Log

Elections 3

• Manage Elections
• Manage Ballot Items
• Manage Voters

Fact 5

• Community Facts Overview
• Create/Manage Association Fact Responses
• Manage Fact Questions
• Manage Fact Responses
• Manage Fact Responses Grid

Feedback 2

• Manage Feedback Question
• Manage Feedback Response

Gate 1

• Gate - Manage Visitor

Function Reservations 3

• Function Calendar
• Manage Reservations
• Manage Facility

Passes 2

• Manage Pass Types
• Adding a Pool Pass

Resident Requests 3

• Manage Resident Requests
• Manage Resident Request Types
• How to Add a Resident Request Type with Quick Note

Creating Workflow Documents 1

• How to Create a Custom Letter Workflow

RFPs 2

• Manage RFP
• Manage RFP Type

Tasks 2

• Manage Task Page
• Manage Task Type

Tracked Items 0

Violations 12

• Violation Setup Overview
• Violation Action Types
• Violation Overview
• Managing Violations
• How to Add a Violation

View all 12

Work Orders 6

• Create Work Order Types, Sub-Types and Locations
• Manage Work Orders
• How to Run Work Order Reports
• Firm Work Order Type
• Manage Work Order Location

View all 6

Rec Center 2

• Creating a New Rec Center
• Add New Rec Center Activity

Resident Info 3

• Manage Pets
• Manage Vehicle
• Manage Visitor

Ticketing 6

• Create a Ticket Event
• Event Orders Page
• Ticket Events Page
• Event URL
• Check In URL

View all 6

Time 6

• Manage Billing Rate Type
• Manage Time Type
• Using the Timer Function
• Default Time Entry
• Manage Time Entries

View all 6

Flows 2

• Flows
• Flow Template Page

Process 15

• Manage Generated
• Manage Printed
• Manage Batch
• Manage Finalized
• Manage Fulfillment Batch

View all 15

Reports 7

• Reports (Overview)
• Board Portal Reports
• Report Subscription Page
• Manage Report Package
• Client Activity Report (CAR)

View all 7

Association 42

• Manage Associations
• Manage Unit
• Manage Account
• How to Add Board Members
• Inspection Route

View all 42

Firm 22

• Manage Firm Page - Overview
• Manage Firm Workflow
• Manage Quick Note
• How to Use Field Labels
• Custom Letter Action Types

View all 22

Manage Types 2

• Manage Association Committee Position
• Manage Note Types

Portals 13

• Master Accounts
• Find Logins
• Manage Community Integration Settings
• Undelete Member
• Manage Portal Access

View all 13

Administration 9

• Create a New User
• Manage Profiles
• How to Import Data with Excel
• Manage Profile Permission
• Mergefield List and Descriptions

View all 9

Accounting 3

• Accounts Payable Fundamentals Workshop
• Accounts Payable Workshop II - Intermediate Skills
• Accounts Payable III - Advanced Skills

Year End Series 4

• Year End Series - 2022
• Year End Series - 2021
• Year End Series - 2023
• Year End Series - 2024

New Release Features 2

• New Release Features - 2022
• New Release Features - 2023

Reports 1

• Reporting

Miscellaneous 1

• Miscellaneous

Operations 2

• Architectural
• Violations/Compliance

Portal 2

• Portal
• FinCEN ID - Corporate Transparency Act - Beneficial Owner Reporting

Flows 1

• Flows

Partners 1

• Partner Webinars

eUnifyPay 2

• eUnifyPay
• eUnifyPay Homeowner Instruction Download

Financial 27

• Chart of Accounts
• How to Re-Open a Financial Period
• Manage Accounting Periods
• Association GL
• Association GL Setup - Adjustment

View all 27

A/R 25

• Process Recurring Charges
• Recurring Charge Process Log
• Manage Cash Receipt
• Manage Misc. Cash Receipts
• Processing Returned Items/NSF

View all 25

A/R Setup 9

• Manage Firm Transaction Type
• Upload Coupons to LetterStream
• Manage Calculation
• Returned Item (NSF) Set Up
• How to Add an Additional Owner Ledger

View all 9

A/P 27

• Manage Invoice Page Overview
• Manage and Process Invoices for Payment
• Add an Invoice
• Manage Recurring Invoice
• How To Pay an Invoice

View all 27

A/P Setup 11

• Manage StrongRoom Exceptions
• Invoice Approval Set Up
• Invoice Approval Rules
• How to Set Up Accounts for 1099 and1096 Processing
• Manage Vendor

View all 11

Delinquency 4

• Manage Delinquency
• Manage Delinquency Rule
• Friendly Reminders
• Create a New Delinquency Workflow

Banking 13

• Manage External Deposit
• Manage External Payment
• Manage Bank Account
• Manage Bank Reconciliation
• Manage Bank Transfer

View all 13

Resale 9

• Resale Order/Propdocs Setup
• Completing/Modifying Resale Orders
• Resale Product Category Setup
• Resale Product Setup
• Resale Section Setup

View all 9

Accounting 9

• Recordings
• How to Add Charges to an Owner Account
• How to Add Multiple Charges to Owner Accounts
• New Association General Ledger Setup
• How to Set Up a Chart of Accounts

View all 9

Navigation and Customization 6

• How to Find Help
• How to Customize a Page Grid
• How to Customize the Default View
• How to Customize Page Filters
• How to Use the Menu Search Function

View all 6

General 10

• How to Enable eUnifyPay for an Association
• Association Payout Setup
• eUnifyPay - Frequently Asked Questions (FAQ)
• eUnifyPay Step by Step Online Payments
• eUnifyPay Your Ultimate Payment Solution

View all 10

Fulfillment 1

• Frequently Asked Questions - Fulfillment

Portal 1

• Frequently Asked Questions - Portal

Find Account 2

• How To Find an Account
• Find Account - Frequently Asked Questions (FAQ)

Notifications 1

• Frequently Asked Questions - Notifications

ARC 1

• Frequently Asked Questions - ARC

Associations 2

• How to add or remove tabs from the association page?
• Frequently Asked Questions - Association

Board Portal 1

• Frequently Asked Questions - Board Portal

Payments 0

AR 2

• Frequently Asked Questions - AR
• What is the difference between Post Date and Posted Date?

Banking 2

• Frequently Asked Questions - Banking
• I made a deposit at the bank but I do not see the funds in uManage

Elections 1

• Frequently Asked Questions - Elections

Resale 2

• Frequently Asked Questions - Resale
• How to order a resale certificate with only the lot number?

AP 1

• Frequently Asked Questions - AP

Process 1

• Frequently Asked Questions - Process

Firm 1

• Frequently Asked Questions - Firm

Violations 1

• Frequently Asked Questions - Violations

Financial 0