TRYING
When changing homeowners, how are recurring charges transferred?
The start dates match the frequency of the old homeowner's charges.
To assign homeowners to the board of directors, it's as simple as..
Going to the homeowner page.
This one is a unique ID per association and unit that specifies which account made a payment.
Lockbox ID
Create this to send emails to a subsection of the association.
Create a unit group, then use the email association task.
This one is a file that contains association and homeowner IDS uploaded to the bank to verify all information is correct.
Lockbock Validation File
If an account uses both Internal Invoice Approvals and Board Invoice Approvals, which approval flow must be completed first?
Internal
This report is best when conducting internal information audits about homeowner information.
What is an Architectural Request?
A request to make modifications/improvements on a home.
The recurring dues amounts and outstanding balance can be found on this report.
Dues Report
Go here to add members to the Architectural Review Committee.
On the Committees tab of the association.
On an association's violation schedule, this step cannot be added.
Steps to resolve the issue.
This chart of accounts is what an association that uses a GL account map would use, as a set of GL accounts to book transactions.
The master chart of accounts.
While mapping GL accounts, this action can not be completed.
Change Account Type
Basically, a violation schedule outlines this?
When fines can be imposed and how much will be fined for each infraction.
On the spreadsheet, to do this you would have to copy the unit information in the next row and add the additional homeowner.
Adding multiple homeowners in the same unit on the association spreadsheet upload.
Include Upcoming Charges in Amount Due
Include Payment History and Balance
Include Payment Coupon on Statements
Showing Remaining Amount Due for Past Due Charges
In the online portal, architectural review submission instructions display on these pages. (There are 3)
Homepage
Compliance
Submission form
This is where you go to set up Terms & Conditions for Electronic Document Delivery.
On the Association page.
This is the time span used to enter the interest rate information on the association.
Annual
This is when interest for unpaid charges is posted.
Automatically.
This comes second in the recommended order to set up violation automation.
Add Letter Templates
Add Default Violation Schedule
Add Rules and Regulations
This policy goes into effect for all homeowners on the date that it is set.
A late fee policy that is added on an association.
Features include lockbox validation and payment automation, AR check images, and bank statements automatically added to board member packets.
Bank Integration.
This is where board members add their signatures to be set up for having board signatures printed on checks.
The online portal.
Mufusa's brother.
Simba's uncle.