December 2023


Management

Custom Notifications

Community Link

Reservations

Accounting

Master/Sub Bank Account


October 2023


Management

Quick Notes

Community Link

Account Notes on the Portal

Accounting

Import Notes


September 2023


Management

Convert Reports

Community Link

eBlasts from the Portal

Accounting

Vendor Payments with ACH


August 2023


Management

Mapping Function

Community Link

Survey Function

Accounting

Move Payment


July 2023


Management

Auto Approve ARC Requests

Community Link

View Statements on the Portal

Accounting

Enable eStatements


June 2023


Management

Add a Backup User

Community Link

Sign up for eStatements

Accounting

 Pay Invoices with a Firm Credit Card


May 2023


Management

Maintain Previous Addresses

Community Link

Discussions

Accounting

Easy Budget Adjustments


April 2023


Management

Vendor Review

Community Link

Survey Feature

Accounting

Credit Owner Accounts


March 2023


Management

Timer Function

Community Link

Update Portal Style

Accounting

Process Owner Refunds


February 2023


Management

Manage Insurance Policies

Community Link

Announcements

Accounting

Missing Bank Transactions


January 2023


Management

Import Resident Information

Community Link

Announcements

Accounting

Import Prior Balances for 1099’s


December 2022


Management

Add Alert Text to an Account

Community Link

Fee Waiver Requests on the Portal

Accounting

Add a Custom Ledger to Owner Accounts


November 2022


Management

Add a Custom Field

Community Link

Community Facts

Accounting

Import Mass Notes


October 2022


Management

Automate Report Subscriptions

Community Link

Push Notifications

Accounting

Suspend Late Fees


September 2022


Management

Quick Links on the Home Menu

Community Link

Board Portal Report

Accounting

Run Statements by Balance Due


August 2022


Management

Customize Find Account Tabs

Community Link

Manage Pending Portal Members

Accounting

Returned Items (NSF)