|
 |
Transaction accessibility |
|
|
 |
Member history, receipt history, association history, bank account history,
invoice history, check history, vendor history, and work order history. |
|
|
|
These are not reports but
live transactions that can be viewed, edited, filtered, voided, NSF'ed and reversed. |
|
|
|
Highlighting a receipt or a check shows what was paid for or paid off. Editing a deposit
shows what receipts were in the deposit. |
|
|
Controlled automatic postings |
|
|
|
Fee charges, late fee charges, invoice checks, and recurring checks automatically post
through the date you select. |
|
|
|
Prior to posting the "candidates" are displayed
along with sufficient data to determine if amounts should be edited or line items skipped. |
|
|
|
The application keeps track of the scheduling of automatic postings. |
|
|
Comprehensive delinquent member handling |
|
|
|
The late fee profile sets the parameters. Every member can be handled as you want. |
|
|
|
A grace
period, fixed/percentage/per day (or combination) fee based on any combination of fees and
other charges determines the candidates. |
|
|
|
Candidate data includes balance due, balance
late, days late, times late, last date charged, last amount charged and basis for the
candidate charge. You can edit the amount or skip prior to posting. |
|
|
|
The suggested notice letter (four breakpoints) for each candidate is based on the number
of days late. Letter content is customizable per member. You can change the selected
letter type or skip sending a notice prior to printing. |
|
|
Fee handling |
|
|
|
Fees can be charged association wide, by member, by unit, by location, by subdivision. |
|
|
|
The
basis can be a fixed amount, % of ownership, square footage, assessed value, etc. |
