CINC Systems

The <b>Global Settings</b> tab allows you to enable or disable essential settings for homeowners and residents, boards and committees, as well as manage key payment features.

Configuring Global Settings in Connect Admin

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Create your workspace and invite the people you work with.

Set up your account

Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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CINC Core

Generating or Printing Homeowner Coupons

Managing Delivery Preferences

Managing Contact Types

Configuring Company Profile Settings

Contacts & Consent - Sending Violation Letters

Managing Addresses

Contacts and Consent - Setting Up Board Members

Managing Homeowner Address Types

Registering New Accounts

Using the Homeowner Listing Page

Managing Contacts

Using the Commination Tab on the My Profile Page

Using the Primary Homeowner Information Page

Creating Collection Correspondence Templates

Managing Contacts and Consent Preferences

Managing Correspondence Disclaimers

Emailing Collection Letters (Contacts and Consent)

Importing Data

Defining Collection Levels

Merging Related Contact Records

Sending Collection Letters

Contacts & Consent - Managing Security Permissions

Managing Field Security

Adding Contact Records

Editing Contact Records

Deleting Contact Records

Adding Address Records

Editing Address Records

Deleting Address Records

Printing Homeowner Statements for Contacts and Consent

Enabling Collections (Contacts and Consent)

Sending ACC Letters

Generating ACC Letters

Mailing ACC Letters

Emailing ACC Letters

Sending Welcome Letters

Creating a Welcome Letter Correspondence Template

Linking the Welcome Letter Template to an Association

Adding Optional PDF Attachments to Include with the Welcome Letter

Selecting Homeowner Status(es) to Receive Welcome Letters

Creating an Optional Welcome Letter Email Template

Generating Welcome Letters

Mailing Welcome Letters

Mailing Welcome Letters (HOA Mailers Clients)

Emailing Welcome Letters

Generating a Quick Correspondence

Emailing Contacts from Notes History

Viewing Reports

Enabling Auto-Matching WebAxis Registrations to Contacts

Manually Matching WebAxis Registrations to Contacts

Re-Assigning a Homeowner Account

Adding Custom Correspondence Disclaimers

Assigning Disclaimers to Associations

Managing Custom Correspondence Disclaimers

Contacts and Consent - Using Web Notifications

Matching Contacts During Registration

Validating Email Addresses

Matching Contacts During Registration - Homeowner & Board App

Using the My Profile Page - Homeowner & Board App

Reviewing Custom Statements Updates

Generating Violation Letters

Sending Violation Letters (LetterStream and HOAMailer Clients)

Emailing Violations

CINC Core with Contacts and Consent

Viewing Pending Checks and Deposits

Fiscal Periods

Bank Accounts

Running Bank Account Reconciliation

Electronic Filing of 1099 MISC and 1099 NEC Tax Year 2025

Bank Account Register

Transferring Funds from Sweep Accounts

Budget Module Overview

Specifying GL Segment Descriptions

Processing $0 Bank Returns

Recurring Transfers

Emailing Collection Letters

What is the Collections Module

Pending Transfers

Creating a New Budget

Posting AP Invoices

Daily Bank Account Reconciliation

Making Collection Corrections

Enabling Collections

Correcting Misapplied BillPay ACH Payments

Setting up Banks

Recording a Transfer without Moving Money

Setting up Collections

Reviewing ACH Approval Pacific

Setting the GL Account Format

Collections Reports

Writing a Check

Reconciling Bank Transactions

Entering Budget Values

Verifying Lockbox Payments

Configuring Payment Allocation and Troubleshoot ACH Payment Issues

Chart of Accounts

Prepaid Timing for Cash Basis Associations

Bank Daily Balances

Handling ACH Return Codes

Researching Pending Payments

Collections Scenarios and Examples

Monthly Functions

Transferring Funds

Correcting Balance Sheets

Reconciling Checkbook Transactions

Setting up Collection Letter Templates

Importing and Exporting Budgets

Bank Transactions

GL History

Recording Miscellaneous Deposits

Setting the Include [X] Days of History and Its Impact on Statement Generation

Resolving Common Issues with Lockbox Payments

Journal Entries

Recurring Journal Entries

CINC Core Non-Contacts and Consent 

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