Select Management > Post Management Fees. The screen defaults to show All Active Association Contracts. The Expiration Date and To date range fields apply to all other options in the Show field. If you are using universal navigation, click Management > Setup > Post Management Fees.

NOTE: Inactive associations will not appear on this screen.

Check the list for expired setups, indicated in red text with a red dot. (See Updating an Expired Contract)

Change the Post Date if the date should be a day other than the current date.

NOTE: The Post Date will be the invoice date.

Select the checkbox next to Association to select all or individual checkboxes for specific associations.

Click Post to generate the invoices and associated images.

NOTE: This may take a few minutes, depending on the number of invoices being generated.

Select Management > Management Fee Setup. If you are using universal navigation, click Management > Setup > Management Fee Setup.

Search for and select an association.

Click New.

NOTE: Previous year’s setup details will be auto populated into the new setup.

Enter the From and To dates for the new contract.

Edit billing Rate as needed.

Click Save.