A/R
Activities > Find Account or Dashboard > Account Search Learn how to add a Credit directly to an Owner Account. NOTE- This page details how ...
Wed, 5 Apr, 2023 at 9:27 AM
Part 1 Process Recurring Charges Before running Statements you must process any Recurring Charges that need to be included on the Statement. CLICK HERE ...
Fri, 17 Nov, 2023 at 10:23 AM
Accounting > A/R > Manage Coupon Use this page to Set up and generate Coupons. Coupon Setup Coupons are used to bill Owners in advance fo...
Wed, 24 May, 2023 at 10:56 AM
Accounting > A/R > Manage Manual Payment Applications Use this page to manually apply a Payment or Credit to Account charges. Manual Payment App...
Wed, 16 Nov, 2022 at 7:39 AM
Accounting > A/P > Process Check Use this page to generate checks to pay Invoices This is the final step in paying Invoices. Prior to Proc...
Thu, 17 Nov, 2022 at 1:45 PM
Find Account page/Transactions Tab, or Accounting > Financial > Transaction Adjustment If an error is discovered within the cash posting proces...
Thu, 8 Feb, 2024 at 7:13 AM
Learn how to create a Transaction Ledger, to appear on Owner Accounts at a Firm level that is available and usable by all Associations. Create a New Firm...
Wed, 16 Nov, 2022 at 6:51 AM
Accounting > Financial > Transaction Adjustment Learn how to find a specific Transaction or group of Transactions using Search filters on the Tran...
Thu, 21 Jul, 2022 at 12:03 PM
Accounting > A/R > A/R Setup > Manage A/R Type Learn how to add custom Alert Text on Owner accounts based on A/R Type. Alert Text produc...
Thu, 1 Dec, 2022 at 7:03 AM
Owner Account > Transaction Tab Learn how to import charges from the Owner Account screen using Excel. Import Charges from Excel Step ...
Tue, 21 Mar, 2023 at 8:21 AM