HOA dues
Post an assessment and see which doors have paid.
Sample
This month
- Lot 2 · 124 Oak Drive $312.00 Open
- Lot 6 · 128 Oak Drive $188.00 Open
- Lot 1 · 123 Oak Drive $0.00 Tied
- Lot 3 · 125 Oak Drive $0.00 Tied
What this job covers
Each door shows tied or balance open. Four doors on the sample already tie. Two still show a balance, so both states are visible.
Residents are invited to pay only after the total matches. A person approves what a resident would see.
A manager can hold more than one association. The books stay apart.
On the sample desk
Board treasurer view on the practice association. Screens update when we refresh the capture — open the sample to click through.
What you can check in the sample
Sample data only. No invented customers.
- Assessments
- Post to every door; each shows tied or balance open.
- Resident pay
- ACH and card land on the door after a person invites them. Checks record on the same books.
- Bank connect
- Connect the association's bank, match the feed to the books, and export a CPA pack from the same record.
Where the problem starts
Read the problem in plain words, then come back to the sample.
The other jobs
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Meetings
The agenda, the minutes, and the packet you take into the room.
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Notices
One notice, by text, email, or a letter. A person approves it first.
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Documents
Bylaws and the file a resident is allowed to open.
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Cases
A complaint or a violation, tied to a door.
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Vendors
The quote, the agreement, the invoice, and the work, on one record.
See dues in the sample.
Open the sample association on this job. Look at it as the board, then as a resident.
We do not manage your association, keep its books as a service, or give legal or accounting advice. The board still decides.