People
PermissionsApproving a New RegistrationHow To Lock Owner AccountsHow To Unlock Owner AccountsHow To Add Renters and TenantsHow to Add Custom Fields to HomeownersHow to Manage User PermissionsHow to Delete/Archive HomeownersHow to Edit or Add an Email Address to an OwnerHow to Add a Mailing Address That is Different than the Unit Address.How To Send Registration Links
Payments
How to View Which Payments are in DepositsHow to Delete an Offline PaymentWhat is KYC?How to Record Offline PaymentsHow Long do Payments Take to be Deposited into the HOA Bank AccountHow to “offload” Credit Card FeesHow to Record an Account CreditHow to Edit an Offline PaymentMissing Lockbox Check?Refund Overpayments by Homeowners
Invoices
How to Edit a Recurring Invoice TemplateHow to Add/Remove Units from a Recurring Invoice TemplateHow To Add A Deposit Account Using Routing and Account NumbersHow to Generate Invoices For Homeowners To Pay In AdvanceSend Automatic Emails When Late Fees Are AddedHow To Send Automatic Past Due Reminder EmailsHow To Send Automatic Payment Reminders To HomeownersHow to Attach a PDF Invoice to Emailed InvoicesHow To Send Automatic Monthly InvoicesHow to Create Backdated Invoices/ChargesHow To Remove Late Fees From InvoicesHow To Create a Recurring InvoiceHow To Create a One-Time InvoiceHow to Use Advanced Filters for InvoicesHow To Resend an Invoice via EmailHow To Edit a Single InvoiceHow to Mail Invoices With or Without a Custom PDFHow To Delete an InvoiceHow to download and print invoicesHow to Create a Payment Plan from an Existing Invoice
Transactions
Excluding TransactionsAdding an Association Bank Account ManuallyHow to Add New Income and Expense Categories for TransactionsWhat is “In PayHOA Balance”?How Bank Syncing Works in PayHOARecording a bank transfer in transactionsHow to Automatically Categorize Transactions with RulesHow to Categorize TransactionsJournal Entry OverviewHow to Link An Existing Deposit Account to Pull Transaction into PayHOAHow to Add Transactions ManuallyHow to Import Transactions From a CSVHow to Split TransactionsHow to Link Offline Homeowner Payments to the corresponding deposit TransactionHow to Unlink Offline Payments from a Deposit TransactionHow to delete a transaction entry
Communication
How To Create A Message BoardHow To Adjust Message Board SettingsHow To Comment On A Thread On The Message BoardHow To Add A Thread to a Message BoardHow to Send Automated Phone Calls to HomeownersHow to Send Text MessagesHow to manage Architectural RequestsHow to manage Maintenance RequestsHow to Build a SurveyHow to manage General RequestsHow To Send Custom Emails To HomeownersCommunication log statuses explained
Violations
Creating Custom Violation StatusesHow To Add Private Notes to ViolationsHow to Leave Comments On A Violation For HomeownersViolation Email SettingsViolation Message Templates, Header Templates, and Footer TemplatesHow to Create a Violation FineHow to Download a PDF and Print a ViolationHow to View Violation HistoryHow to Create Violations
Accounting
How to Add an Association Credit Card as a LiabilityHow to Manage an Association Credit Card as a liability for BookkeepingMoving Income to a Prior YearMoving Income to a Future YearShowing Reserves on the BudgetHow to E-File 1099s for your Association1099-MISC or 1099-NEC….What’s the Difference?How to Delete a Bank ReconciliationOutside Revenue (Accrual Basis)What is an Uncategorized Account Credit?
Payables
Payables: How to Sign-upHow to add a Manual PayableHow to edit an unpaid PayableHow to Setup Approval Rules for PayablesHow to edit the Approvers for PayablesHow to edit Approval Rules for PayablesHow to access the Association Payable InboxHow to Create a Payable from an Emailed InvoiceHow to View Paid PayablesHow to view the Status of the Association’s Payable ApplicationHow to send a Payable back to Draft StatusHow to Delete an Unpaid PayableWhat is the Payables module?
