Association
Association > Manage Associations - A/P Tab Use this Tab to create default settings for Accounts Payable. Invoice Approval Section Select t...
Wed, 8 Feb, 2023 at 8:59 AM
Association > Manage Associations - A/R Tab Use this Tab to establish default settings for Accounts Receivable. Overview Section Late Fee...
Wed, 8 Feb, 2023 at 8:38 AM
Association > Manage Associations - BP ReportsTab Use this Tab to establish the reports that are available on the Board Portal Before you can c...
Tue, 11 Jul, 2023 at 10:45 AM
Association > Manage Associations - Board Members Tab Use this Tab to edit, add and delete Association Board Members. Board Members are the ele...
Tue, 7 Feb, 2023 at 12:29 PM
Association > Manage Associations - Fact Tab Use this Tab to edit, add and delete Association Facts. Facts are used to assist Owners in finding ...
Wed, 8 Feb, 2023 at 7:44 AM
Association > Manage Associations - Insurance Tab Use this Tab to Add, Edit or delete Association Insurance Policies. Before you can complete th...
Thu, 9 Feb, 2023 at 7:56 AM
Association > Manage Associations - Portal Folder Location Tab Each community portal has its own directory structure which means a particular fold...
Fri, 15 Dec, 2023 at 5:29 PM
Association > Manage Associations - RFP Tab Use this Tab to set up notifications for the RFP (Request for Proposal) process. Set Notifications ...
Wed, 8 Feb, 2023 at 2:23 PM
Association > Manage Associations - Tasks Tab Use this Tab to set up Task and Board Task Notifications and set Task defaults Task Notifications ...
Wed, 8 Feb, 2023 at 11:22 AM
Association > Manage Associations - User Access Tab Use this Tab to add Users who will have access to the Association. Data Access To add Us...
Tue, 7 Feb, 2023 at 8:16 AM