Viewing Accounts Receivable
Viewing Accounts Receivable
The Accounts Receivable section provides visibility into homeowner balances and payments. Here, board members can review outstanding dues, assess payment trends, and ensure the association’s financial health is being maintained.
Follow these steps to view the homeowner balances and payments:
Click the Boardroom
icon.
The Boardroom page displays. Click Accounts Receivable.
The Accounts Receivable page displays a list of all homeowner balances and payments.
Notes:
Click the Filter icon to filter the list.
In the Search field, enter a Name, Address or Account Number to automatically filter the list.
Click the homeowner to view the homeowner’s details.
Click Account Ledger to view a detailed history of all transactions for the homeowner’s account, including payments, charges, adjustments, and credits.
Click Collections to view any collections activity associated with the homeowner.
Click Violations to view any violations associated with the homeowner.
Click Work Orders to view work orders associated with the homeowner.