Accounts Receivable
Includes Payments, Collections, Assessments, and Owner Ledger
Homeowner Ledger
- Moving Payments To and From the Bankruptcy Ledger
- Utility Billing - Assessment Setup, Imports, & Statements
- Is there a way to edit a Homeowner's beginning balance?
- Why was an owner drafted via ACH for a charge, despite having a $0 balance on their account?
- How to Reallocate Payments (Payment Adjustment)
- Voiding an Owner Refund
Assessments
- How to Set Up a New Charge or Assessment
- How to Set Up Assessment Rules
- How to Set Up Percentage of Ownership Assessment Billing
- How to Set Up Action Item Charge Type Rules
- How to Set Up Late Fee and Interest Rules
- When setting up late fees, what does the primary charge checkbox do?
Statements & Coupons
- Best Practices - Coupons Breakout
- Generate Statements (Billing Preference)
- Generate Statements Email Preference
- Generating Third Party Statements
- Bulk Third-Party Statements
- Generating Statements from a Calendar Event
Payments
- ACH Draft Settings
- Scanning Miscellaneous (Misc) Checks
- What is the last date that an owner can sign up for ACH to be included in the draw on the 5th?
- Payment Alert Action Items
- How do I process a bank return for a payment received in prior software?
- Posting a Payment to an Owner Account
Collections
Bank Returns
- Processing Bank Returns - NO Bank Return Notification
- Processing Bank Returns - Bank Return Notifications
- Processing a Bank Return after a Move Payment
- Why didn't I see a 'Return' button in the Action Center when processing a bank return?
- Why isn't there an attachment on this bank return notifications Action Item?