Misc. Items
Misc. Items
You can create custom miscellaneous items in the WebAxis Admin Portal for homeowners to purchase from the Homeowner Portal. This section of the document will walk you through configuring the settings needed, adding, and editing miscellaneous items, and managing paid for items.
Note: Miscellaneous Items is shortened to “Misc. Items” for simplicity.
Adding and Editing Misc. Items
Click Manage Content > Misc. Items. If you are using universal navigation, click Community Items And Services > Manage Items.
In the Association filter, select the association the misc. item will be used.
Click the Add New or Edit button, for existing items.
Complete the item details and click the Add button to finish:
Name The display name. This will appear on the Homeowner Portal.
Description: A description of the item. This will appear on the Homeowner Portal.
Add Photo Gallery: If needed, mark the checkbox, and select a Photo Gallery to display with the item listing. CINC suggests configuring a unique photo gallery for the item to make linking images easier.
Link a Document Folder: If needed, mark the checkbox, and select a document folder to link to the item. Documents display during the homeowner purchase process before payment confirmation. CINC suggests configuring a unique document folder for the item to make linking easier.
Enabled: This check box must be selected for the item to appear in the Homeowner Portal.
Payment Amount: Enter the cost of the item.
Refundable: Select the checkbox if the item can be refunded.
Disclosure Agreement: Select the checkbox if the item requires a disclosure agreement. Type the disclosure agreement in the text box. The homeowner will be required to read and acknowledge the disclosure when purchasing the item.
Fulfilment: Select one of the two fulfilment settings.
If the item is automatically fulfilled and does not require you to track the fulfilment process, select YES (Mark Completed After Purchase). The purchase will appear in the Completed tab of the Administration > Manage Misc. Item Payments screen. If you are using universal navigation, click Resident > Community Items And Services > Purchase An Item.
If you will be manually fulfilling and tracking the item, select NO (Place in Fulfilment Queue After Purchase). The purchase will appear in the Fulfilment Queue tab of the Administration > Manage Misc. Item Payments screen. If you are using universal navigation, click Resident > Community Items And Services > Purchase An Item.
Send Payment Confirmation Email: When selected, admins configured to receive email notifications will receive a confirmation when payment for a misc. item is processed. Homeowners making the purchase will also receive this confirmation email.
Send Manual Fulfilment Completed Email (Internal Only): When selected, admins configured to receive email notifications will receive a notification that the misc. item fulfilment is complete. Homeowners will not receive this fulfilment notification.
Send Item Refunded Email: When selected, admins configured to receive email notifications will receive a notification that the misc. item payment has been refunded. Homeowners making the purchase will also receive this confirmation email.
Linking Misc. Items to a GL Account
Items that are not linked to a GL account in CINC Accounting will not appear in the Homeowner Portal.
To link misc. items to a GL account:
From the CINC Accounting toolbar, click System > Assessments.
Click the Misc. Items tab at the bottom of the Assessments screen. If you do not see the correct items, be sure to select the correct association by clicking the magnifying glass button next to the association name and searching for the correct location.
If you are using universal navigation, click Accounting > Settings > Assessments.
Click the magnifying button to search for and enter the GL Account.