Association List

Summary: This article explains what information is available on the Association Info and Association Assessment tab on the Mobile App.

The Association List displays all Associations you have access to.

Association Info Tab

The Association Info tab displays association information including addresses, properties and association custom fields.

• Select the Association Name to edit Association.
  • The following fields can be edited:
    • Association Code
    • Association Name
    • Tax ID
    • Association Type
    • Is Live (toggle)
    • Service Type
    • Association Model
    • A/R Cash Basis Accounting (toggle)
    • A/P Cash Basis Accounting (toggle)
    • Company
  • Select the Checkmark Icon  to save.
    
• Select the Physical Address to edit the Address.
  • The following fields can be edited:
    • Address Type: Select your Association Type from a dropdown list.
    • Street No.
    • Street Name
    • Address
    • City
    • State
    • Zip
    • County
  • Select the Checkmark Icon  to save.
    
• Custom fields can be viewed by selecting each, but they cannot be edited within the App.

Association Assessments Tab

The Assessments tab displays your association Assessment info.

• Select an assessment to view additional details.