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

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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

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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

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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