Big Projects: Set up Services for each Association

Project Summary:   

This project is to improve the efficiency of your management companies AP process. Association services provide you with a single screen that can store all the associations recurring invoices such as management fees, utilities, etc. This screen will be utilized to auto-post invoices, with the ability to auto-approve, and autopay. 

Benefits of Doing This: 

• The ability to define preferred service providers for an association 
• Automatically assign service providers to collections activity 
• Create auto-approval criteria for invoices that an association pays frequently 
• Create board approval overrides for specific association contracts 
• Automatically post recurring expenses monthly 
• Setup association-specific overrides for the payment method for specific service providers 

Questions to Consider: 

• What are common services across all associations? 
• What are my recurring invoices per association? 
• Who are my common service providers per association? 

Approach and Details: 

• Create default services on the model association and copy them to all associations 
• Determine the most frequent invoices per association that this feature could automate 
• Create the most frequent invoice contracts 

Resources: 

Association Services 

Service Contracts to Approve Invoices 

Service Contracts to Post/Create Invoices