Use the Homeowner Import spreadsheet and the Section column to enter the section name for each homeowner.

Ensure that the section entered on the spreadsheet exactly matches the one entered in CINC Accounting.

NOTE: If using the import to assign sections, they must first be defined in CINC Accounting (see Assigning Ratios).

Select Setup > Homeowner Sections. If you are using universal navigation, click Residents > Residents > Sections.

From the Homeowner Sections screen, choose the association and the Section.

Select the checkboxes beside the homeowners that should be assigned to the chosen section and click Save.

Repeat these steps until all applicable homeowners have been assigned to a section. For ease of making homeowner selections, the screen can be sorted by the column headers by clicking on the header name (e.g., Address).

Verify the section assignments using the Summary screen in the left navigation Quick Links for the association or using the Section Homeowner List Report under Reports > Homeowner Reports. If you are using universal navigation, click Residents > Reports > Resident Reports.

NOTE: Some associations will have all homeowners assigned to sections (e.g., a condo with different fees for different unit sizes). Other associations will have only some homeowners assigned to sections for additional amenities such as parking, boat slips, etc. Homeowners may be assigned to multiple sections to accommodate a combination of scenarios.