Association > Manage Account


Use this page to add, edit, and delete Owner accounts. 



Add an Account


Step 1. Navigate to Association > Manage Account. 

 

Step 2. Select Add Account from the Page Action drop down menu. 

  

Step 3. Complete the Account Edit window. 


Overview Tab -  Account Overview Section


  • Name- Enter the New Owners legal name. 

  • Association- This field will auto populate based on the Unit selected.

  • Account Type- Select the correct Account Type from the drop down menu.

  • File No- This field can be used to record a prior account number. 

  • Former Owner- Check if this is a Former Owner.

  • Managed by- Select the correct Manage By from the drop down menu.

  • Owner- The property is managed by the Owner. 

  • Internal- The property is managed by the Association. 

  • 3rd Party- The property is managed by a 3rd party management company. 


  • Include in Directory- Check if  the Owner should be included in the Directory on the  Community Portal.

  • Photo- Upload a photo of the Owner, if applicable. 

  • Move in Date- Enter the date the new Owner took possession of the property. 

  • Notification Language- Select Owner preferred language for notification purposes. 

 

Overview Tab -  Unit Section Select the Unit address from the drop down menu. The other fields will auto populate. 

Overview Tab -  New Owner Document Section

Choose a document from the drop down menu to send to the new Owner, if applicable. Typically this will be a Welcome Letter, but this option can be customized to suit a variety of needs.

Overview Tab  -  Mailing Address Section

Complete this section if the Mailing Address is different from the Unit address. 


Overview Tab -  Alert/Statement Section

  • Alert- Use this field to add an Alert to the top of the Account page. 

  • Flagged- Check this box to flag the account and display the Alert in the previous field. 

  • Mobile Note- Enter a note to appear on the Mobile App.

  • Mobile Note Expiration- Check to make the note expire in the future. 

  • Expire On- Enter an expiration date for the Note if Expire on box is checked.

  • Send eStatement- Check if the account should receive Statements via email. 

NOTE- It is recommended that Statements are not emailed to Owners with unconfirmed email accounts. 

  • Confirmed Email- Check if the email has been confirmed. 

  • Email- Enter the owner’s email address. 


Overview Tab - EStatement 


  • Send eStatement- Check to send an email Statement when Statements are mailed. 

  • Confirmed Email- Check if the email entered has been confirmed. 

  • Email- Enter the Owner’s email address. 


Overview Tab - AR Processing Section 

  • Delinquency Type- Select the correct Delinquency status from the drop down menu. 

  • Generate Statement- Check this box if Statements will be generated for this account. 

  • Allow Auto Payment Application- Check if payments should be automatically applied per the Associations default application methods.

  • Send Coupon- Check this box if Coupons should be generated for this account. 

  • Charge 1-5 - These are custom charges that can be set up to accommodate specific needs of the Association. CLICK HERE for more information.

Overview Tab -  Account Detail Section

The items in this section are custom field labels that can be set up to fulfill the Association’s specific requirements (fields listed below are for same purposes). CLICK HERE for more information on how to set up and use custom field labels.

Overview Tab -  GPS Coordinates Section

This section will display the GPS coordinates on a map of the community. 


Direct Debit Tab - Use this Tab to enter Direct Debit information for Owners that choose to have their payments automatically drafted.


  • Enable Direct Debit- Check to enable Direct Debit for the account. 

  • Bank Routing Number- Enter the Owner’s bank routing number. 

  • Bank Account Number- Enter the Owner’s bank account number. 

  • Bank Account Type- Select the Bank Type from the dropdown menu.

  • Start/End Date- Enter the Start and End date for the auto draft.

  • Amount- Use this field to indicate the amount to be drafted. 

    • Full Balance- Check if the draft should include the full balance on the account. 

    • NOTE- This may include additional charges like Fines or Special Assessments that Owner may not expect to be withdrawn. 

    • Specified Amount- Check and enter a specified amount for each payment. 

    • NOTE- Using this option will not take into consideration increases in assessments and may result in a partial past due balance. 

    • Transaction Type- Check this option to pay only amounts of a selected Transaction Type. 

    • NOTE- This option will only pay the selected Trans Type and may result in a past due balance if there are other charge types on the account. 



Step 4. Click the Save button to finalize.



Edit an Account


Step 1. Navigate to Association > Manage Account. 

 

Step 2. Click the Pencil icon to open the record.  


  


Step 3. Make necessary changes. 


Step 4. Click the Save button to finalize.



Delete an Account


Step 1. Navigate to Association > Manage Account. 

 

Step 2. Click the Trash icon.


  


Step 3. Click Confirm in the confirmation pop up window.