Financial

Import Owner Transactions
Administration > Import Data Learn how to import Transactions from an Excel Spreadsheet. NOTE- Prior to importing transactions, Firm Transaction...
Mon, 10 Jun, 2024 at 2:25 PM
Manage General Journal Entry
Accounting > Financial > Manage Journal Entry Journal Entries are used to record all business transactions in eUnify for your Associations. Journa...
Thu, 23 May, 2024 at 2:37 PM
COA (Chart of Accounts) Inquiry
Accounting > Financial > COA Inquiry The Chart of Accounts Inquiry page provides up to date information about all transactions within a selected p...
Wed, 13 Dec, 2023 at 7:18 AM
Financial - Frequently Asked Questions (FAQ)
Q.  Why can’t I export a Budget from a prior year? A. The budget export is only useful for exporting the budget for the current year as there are ...
Mon, 8 Jul, 2024 at 1:45 PM
How to Import Journal Entries from a Spreadsheet
Step 1. Navigate to Accounting > Financial > Manage Journal Entry Step 2.  Select Add Entry from the Page Actions drop down menu to open the General ...
Thu, 23 May, 2024 at 2:35 PM
How to Delete a Recurring Journal Entry
How to Add a Recurring General Journal Entry click HERE. Follow these steps to delete a Recurring Journal Entry: Locate the Recurring Journal Entry ...
Fri, 16 Aug, 2024 at 11:48 AM
The 3 HOA Accounting Methods and How They Affect Financial Statements
Accrual Basis of Accounting This method records income when it’s earned and expenses when they happen, regardless of when the cash changes hands. Revenue...
Fri, 6 Sep, 2024 at 11:13 AM