Firm > Manage Firm - Integration Tab
Use this tab to set up and manage software integrations for the Management company.
This tab is used to setup default setting for the Firm when using third party integration software, or some integrations within eUnify/uManage.
NOTE- Features on this Tab may or may not be selected for use by your company and may incur additional expense. For more information on these options, please contact eUnify directly.
Integration Tab- Portal Integration Section
This section is used to set up and review default Portal settings at Firm level.
eUnify Brand Id- The information in this field will auto-populate and is used in Portal integration.
Auth Code- The information in this field will auto-populate and is used in some integrations.
Default Community- This field allows you to select an Association to copy when creating a Portal for a new community.
Portal account will be created by default types- Select all types of members who should be able to access the portal. These can be customized at the Association level.
Mobile Application Logo- Upload a company Logo for the Mobile Application.
Portal Logo- Upload a Logo for the Community Portal.
Integration Tab- uManage Integration Section
Auto Apply Payment- Check this box if payments should automatically apply to open charges.
NOTE- This is the default option, but can be further customized, as needed.
Custom Payment Application Field- This field is used to allow Owner’s to select the way a payment should be applied.
Integration Tab- Notification Section - Use this section to enter the default email to be used for notifications.
Integration Tab- Vendor Invoice Section - Use this section to locate the email to be used for Vendor invoices. If no email address is provided, please submit a ticket and we will assign one for you.
Integration Tab- AI parse Invoice Section- Use this section to review and update information for invoice integration. This integration uses AI technology to read uploaded invoices, to reduce the time needed to enter invoice data. The technology improves as it is used.
NOTE- This feature is a third party integration that may not be activated for your company. If you are interested in this feature, please contact us for more information.
AI Status- This field will indicate if this feature is enabled.
Invoice AI Confidence Level- The slider level interacts with the AI technology to read your invoices. A high confidence level means the AI is reading invoices with high accuracy.
Integration Tab- Portal Integration Section- Use this section to locate the email address to be used for emailing documents to the Association.
Integration Tab- Portal Integration Section- Use this section to review information for your company.
