CINC has redesigned its navigation structure to create a more intuitive, consistent experience across all products. This quick reference guide is designed to help you quickly locate the features you use every day, mapped from the familiar legacy menu paths to their new locations using universal navigation.
CINC Core
Old Navigation Path | New CINC Path |
File |
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File > Logout | Account > Logout |
File > Task List | Tasks > View all |
File > Alerts/Reminders | Notifications > Alerts setup |
File > Statement Scheduler | Accounting > Billing & Statements > Statement scheduler |
Tools |
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Tools > Client Downloads | Settings > General > Client downloads |
Tools > Interfaces | Settings > General > Interfaces |
Tools > Data Import | Settings > General > Data import |
Tools > Data Export | Settings > General > Data export |
Tools > Export Module | Settings > General > Export module |
Tools > Assign Document | Associations > Setup > Assign documents |
Tools > Prepaid/AR Balancing | Accounting > Research > Prepaid/AR balancing |
Tools > Bank Daily Balances | Accounting > Research > Bank daily balances |
Tools > GL Research | Accounting > Research > GL Research |
Tools > Quick Correspondence | Associations > Correspondence tasks > Quick correspondence |
Tools > Correspondence Template | Associations > Correspondence tasks > Correspondence template |
Tools > Association Letterhead | Associations > Correspondence tasks > Association letterhead |
Tools > Email Templates | Associations > Correspondence tasks > Email templates |
Tools > Data History | Associations > Setup > Data history |
System |
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System > Users | Settings > User management > User management |
System > Security Permissions | Settings > Security > Security permissions |
System > Field Security | Settings > Security > Field security |
System > GL Account Format | Accounting > Settings > GL account format |
System > Assessments | Accounting > Settings > Assessments |
System > Company Profile | Settings > General > Company profile |
System > Maintain FAQs | Associations > Setup > Maintain FAQs |
System > Misc. Info Fields | Settings > General > Misc. info fields |
System > Misc. Info Drop Down Lists | Settings > General > Misc. info drop down lists |
System > User Preferences | Settings > Preferences > User preferences |
System > User Defined Fields | Settings > General > User defined fields |
System > Drop Down Options | Settings > General > Drop down options |
System > Audit Log | Settings > General > Audit log |
Setup |
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Setup > Banks | Accounting > Setup > Set up a new bank |
Setup > Association Setup | Associations > Associations > All associations |
Setup > Chart of Accounts | Accounting > Settings > Chart of accounts |
Setup > Association Fees | Accounting > Settings > Association fees |
Setup > Association Meter Rates | Accounting > Settings > Association meter rates |
Setup > Style of Cause | Associations > Setup > Style of cause |
Setup > Collections Setup | Accounting > Setup > Collection setup |
Setup > Homeowner Sections | Residents > Residents > Sections |
Setup > Check Signature | Accounting > Settings > Check signature |
Setup > Transaction Setup | Accounting > Setup > Transaction setup |
Setup > Fiscal Periods | Accounting > Settings > Fiscal periods |
Setup > Statement Messages | Accounting > Billing & Statements > Statement messages |
Setup > Invoice Instructions | Payables > Invoices > Invoice instructions |
Setup > Resale Packages | Associations > Setup > Resale packages |
Setup > Portfolio Management | Associations > Setup > Portfolio management |
Setup > Subledgers | Accounting > Setup > Subledgers |
Help |
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Help > Assistance | Help > Help > Remote Assistance |
Help > Support | Click the Resource Center |
Help > Webinar Schedule | Help > Help > Webinar schedule |
Help > License Agreement | Help > Help > License agreement |
Help > CINC Manager Access | Settings > Security > CINC manager access |
Help > FAQ Search | Help > Help > FAQ search |
Left Side Menu |
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Alerts | Notifications > Notifications > Alerts |
Queue | Reports > My reports > File queue |
Call Log | Tasks > Call logs > Call log entry |
| Tasks > Call logs > Pending call log |
Tasks > Add | Tasks > Tasks > Add a task |
Tasks > View | Tasks > Tasks > Task list |
Tasks > Fee | Management > Setup > Addendum billing Locate the Addendum item, click the Current Quantity, and then click New. |
Recent Reports | Reports > My Reports > File queue |
Homeowners |
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Homeowners > Homeowners | Residents > Residents > Resident list |
Homeowners > Post Adjustments | Accounting > Billing & Statements > Post adjustments |
Homeowners > Post Charges | Accounting > Billing & Statements > Post charges |
Homeowners > Pending Payments | Accounting > Daily > Pending payments |
Homeowners > Unmatched Payments | Accounting > Daily > Unmatched payments |
Homeowners > Pending Closing Checks | Accounting > Daily > Pending closing checks |
Homeowners > Pending Scanned Checks | Accounting > Daily > Pending scanned checks |
Homeowners > Batch Posting | Accounting > Daily > Batch posting |
Homeowners > Email eStatements | Accounting > Billing & Statements > Email eStatements |
Homeowners > Email Correspondence | Associations > Correspondence tasks > Email correspondence |
Homeowners > Transaction History | Residents > Residents > Transaction history |
Homeowners > Payment Search | Accounting > Research > Payment search |
Homeowners > Resale | Residents > Residents > Resale |
Homeowners > Generate Billing | Accounting > Billing & Statements > Generate billing |
Homeowners > Generate Coupons | Accounting > Billing & Statements > Generate coupons |
Homeowners > Print Statements | Accounting > Billing & Statements > Print statements |
Homeowners > Homeowners > Collections Tab | Residents > Residents > Collections |
Homeowners > Homeowners > Drive Order Tab | Residents > Violations > Drive order |
Homeowners > Homeowners > Beginning Balances Tab | Residents > Residents > Beginning balance |
Vendors |
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Vendors > Vendors | Payables > Vendors > Vendor list |
Vendors > Invoices | Payables > Invoices > Invoices |
Vendors > Work Orders | Payables > Work orders > Work order |
Vendors > Recurring Invoices | Payables > Invoices > Recurring invoices |
Vendors > Pending Approvals (List) | Payables > Invoices > Pending approvals (list) |
Vendors > Pending Approvals (Image) | Payables > Invoices > Pending approvals (image) |
Vendors > Assign Invoices | Payables > Invoices > Assign invoices |
Vendors > Review AI-Coded Invoices | Payables > Invoices > Review AI-Coded invoices |
Vendors > Notes | Payables > Vendors > Vendor notes |
Vendors > 1099 Check Search | Payables > Invoices > 1099 Check search |
Banking |
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Banking > Bank Accounts | Accounting > Settings > Bank accounts |
Banking > Bank Returns | Accounting > Daily > Bank returns |
Banking > Write a Check | Accounting > Banking > Write a check |
Banking > Miscellaneous Deposit | Accounting > Banking > Miscellaneous deposit |
Banking > Transfer Funds | Accounting > Banking > Transfer funds |
Banking > Recurring Transfers | Accounting > Banking > Recurring transfers |
Banking > Pending Transfers | Accounting > Banking > Pending transfers |
Banking > Reconcile Bank Transactions | Accounting > Daily > Reconcile bank transactions |
Banking > Reconcile Checkbook Transactions | Accounting > Reconciliation > Reconcile checkbook transactions |
Banking > Post Ending Balance | Accounting > Reconciliation > Post ending balance |
Banking > Post Interest | Accounting > Reconciliation > Post interest |
Banking > Bank Transactions | Accounting > Reconciliation > Bank transactions |
Banking > Pending Checks/Deposits | Accounting > Reconciliation > Pending check/deposit |
Banking > Bank Account Register | Accounting > Banking > Bank account register |
Accounting |
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Accounting > GL History | Accounting > General ledger > History |
Accounting > Journal Entry | Accounting > General ledger > Add a new entry |
Accounting > Recurring Journal Entry | Accounting > General ledger > Add recurring entry |
Accounting > Chart of Accounts | Accounting > Settings > Chart of accounts |
Accounting > GL Account Format | Accounting > Settings > GL account format |
Accounting > GL Segment Descriptions | Accounting > Settings > GL segment descriptions |
Accounting > Fiscal Periods | Accounting > Settings > Fiscal periods |
Accounting > Close Fiscal Period | Accounting > Settings > Close fiscal period |
Accounting > Post AP Invoice | Accounting > General ledger > Post AP invoice |
Accounting > Budgets | Accounting > Budgets > Budgets |
Accounting > Import Budget | Accounting > Budgets > Import budget |
Accounting > Reconcile Budget | Accounting > Budgets > Reconcile budget |
CCR |
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CCR > New Violations | Residents > Violations > New violations |
CCR > Quick Violation Escalation | Residents > Violations > Quick escalation |
CCR > Pending Violation Fines | Residents > Violations > Pending fines |
CCR > Violations Setup | Residents > Violations > Setup |
CCR > Open Violations Jobs | Residents > Violations > Open jobs |
CCR > New ACC Request | Residents > ACC requests > New request |
CCR > Pending ACC Request | Residents > ACC requests > Pending request |
Management |
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Management > Addendum Summary | Management > Analytics > Addendum summary |
Management > Revenue By GL | Management > Analytics > Revenue by GL |
Management > Summary | Management > Analytics > Summary |
Management > Payment Summary | Management > Analytics > Payment summary |
Management > Addendum Graphs | Management > Analytics > Addendum graphs |
Management > Correspondence Summary | Management > Analytics > Correspondence summary |
Management > AR History | Management > Analytics > AR history |
Management > Profit Analysis | Management > Analytics > Profit summary |
Management > Employee List | Management > Analytics > Employee list |
Management > Employee Phone List | Management > Analytics > Employee phone list |
Management > Management Fee Setup | Management > Setup > Management fee setup |
Management > Post Management Fees | Management > Setup > Post management fees |
Management > Addendum Billing | Management > Setup > Addendum billing |
Portfolio |
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Portfolio > Management Plans | Tasks > Action items > Management plans |
Portfolio > Maintenance Calendar | Tasks > Action items > Maintenance calendar |
Portfolio > Maintenance Items | Tasks > Action items > Maintenance items |
Portfolio > Action Items | Tasks > Action items > Action items |
| Tasks > Action Items > Add an action item |
Portfolio > Reassign Action Items | Tasks > Action items > Reassign action items |
Portfolio > Reassign Board Action Items | Tasks > Action items > Reassign board action items |
Reports |
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Reports > Homeowner Reports | Residents > Reports > Resident reports |
Reports > Vendor Reports | Reports > Generate Reports > Vendor |
Reports > Banking Reports | Reports > Generate Reports > Banking |
Reports > Accounting Reports | Reports > Generate Reports > Accounting |
Reports > Association Reports | Reports > Generate Reports > Association |
Reports > Portfolio Reports | Reports > Generate Reports > Portfolio |
Reports > Master Association Reports | Reports > Generate Reports > Master reports |
Reports > Group Reports | Reports > Generate Reports > Group reports |
Reports > Custom Reports | Reports > Generate Reports > Custom reports |
Reports > System Reports | Reports > Generate Reports > System reports |
Cephai |
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Cephai > Split Invoices | Payables > Invoices > Split invoices |
icon in the bottom-right corner of the screen.CINC Connect Admin
Old Navigation Path | New Universal Navigation Path |
Dashboard |
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Dashboard | Communications > Broadcast > Community feed |
Associations |
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Associations > All Associations | Settings > Resident portal management > View all associations |
Associations > Association Templates | Associations > Setup > Association templates |
Users |
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Add New User | Residents > Residents > Resident user management |
Users > All Users | Residents > Residents > Resident user management |
Users > Account Requests | Residents > Residents > Account requests |
Communication Center |
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Communications Center > Notifications | Communications > Broadcast > Announcements |
Communications Center > Sent Email Receipts | Communications > Broadcast > Sent email receipt |
Payments & Financial |
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Payments & Financial > Autopay | Accounting > Resident payments > AutoPay setups |
Payments & Financial > Payment History | Accounting > Resident payments > Online payment history |
Amenities |
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Amenities > Reservation | Associations > Amenities > Reservations |
Amenities > Amenity Management | Associations > Amenities > Amenity management |
Amenities > Amenity Group | Associations > Amenities > Amenity groups |
Calendar |
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Calendar | Associations > Calendar > Calendar & Events |
Documents |
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Documents > Association Documents | Associations > Documents > Association documents |
Documents > Global Folders | Associations > Documents > Global folders |
Documents > Trash Bin | Associations > Documents > Trash bin |
Documents > My Favorite | Associations > Documents > My favorites |
Settings |
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Settings | Settings > Resident portal management > Global settings |
WebAxis Admin
Old Navigation Path | New Universal Navigation Path |
Manage Content |
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Manage Content > Cephai | Settings > General > Cephai chat settings |
Manage Content > Broadcast Messages | Communications > Broadcast > Broadcast messages |
Manage Content > Calendars & Events | Associations > Calendar > Calendar event categories |
Manage Content > Amenities | Associations > Amenities > Amenity Management |
Manage Content > Misc. Items | Residents > Community items and services > Manage items |
Manage Content > Custom Content | Settings > Resident portal management > Custom content |
Manage Content > Custom Content for Mobile App | Settings > Resident portal management > Custom content |
Manage Content > Global Document Category | Associations > Documents > Global folders |
Manage Content > Documents | Associations > Documents > Association documents |
Manage Content > Maintain Directories | Settings > Resident portal management > Directory management |
Manage Content > Maintain Interest Groups | Settings > Resident portal management > Maintain interest groups |
Manage Content > Maintain Module Help Text | Settings > Resident portal management > Maintain module help text |
Manage Content > Photo Galleries | Settings > Resident portal management > Photo galleries |
Manage Content > Correspondence Disclaimers | Settings > Resident portal management > Correspondence disclaimers |
Template |
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Templates > Launch Template Wizard | Associations > Setup > Launch template wizard |
Templates > Manage Pages | Associations > Setup > Manage pages |
Templates > Manage Templates | Associations > Setup > Manage templates |
Templates > Map Templates to Associations | Associations > Setup > Map templates to associations |
Templates > Manage Custom ACC Templates | Settings > Resident portal management > Manage custom ACC templates |
Templates > Map Custom ACC To Associations | Settings > Resident portal management > Map custom ACC to associations |
Administration |
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Administration > Approve Pending Registrations | Residents > Residents > Approve pending registrations |
Administration > Broadcast Emails | Communications > Broadcast > Broadcast emails |
Administration > Manage Reservations | Associations > Amenities > Manage reservations |
Administration > Manage Misc. Item Payments | Resident > Community items and services > purchase an item |
Administration > Manage Homeowners | Residents > Residents > Manage homeowners |
Administration > Manage Payments | Accounting > Resident payments > Manage payments |
Administration > Recurring Payments | Accounting > Resident payments > Recurring payments |
Administration > Review Contact Us Request | Communications > Broadcast > Review Contact Us request |
Administration > Review Sent Emails | Communications > Broadcast > Review sent emails |
Administration > Payment History | Accounting > Resident payments > Payment history |
Administration > Migration Email Clean Up | Residents > Residents > Migration email clean up |
Administration > Manage Misc. Item Purchases | Community items and services > Purchase an item |
System Settings |
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System Settings > Maintain Default Settings | Settings > Resident portal management > Maintain default settings |
Maintain Email Templates | Communications > Broadcast > Maintain email templates |
System Settings > Miscellaneous Parameters | Settings > Resident portal management > Miscellaneous global settings |
System Settings > Setup Web Email Notifications | Settings > General > System email notifications |
System Settings > Manage Google Analytics | Settings > Resident portal management > Manage Google Analytics |
System Settings > ADA Association Settings | Associations > Setup > ADA Association settings |
Mobile App Customization | Settings > Resident portal management > Mobile App Customization |
Broadcast Texts |
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Broadcast Texts > Association Text Settings | Communications > Broadcast > Association text settings |
Broadcast Texts > Send Broadcast Authorization Emails | Communications > Broadcast > Send enhanced authorization emails |
Broadcast Texts > Review Authorization Texts Sent | Communications > Broadcast > Review authorization texts sent |
Broadcast Texts > Review Text Subscribers | Communications > Broadcast > Review text subscribers |
Broadcast Texts > Send Broadcast Texts | Communications > Broadcast > Send enhanced texts |
Broadcast Texts > Review Broadcast Texts Sent | Communications > Broadcast > Review enhanced text sent |
New
New Universal Navigation Path |
Communications > Email > Inbox |
Communications > Email > Drafts |
Communications > Email > Done |
Communications > Email > Sent |
Communications > Email > Archived |
Insights > Analytics > Email insights |
Accounting > Setup > Payment plan setup |
Help > Help > CINC Circle NOTE: You can also click the Resource Center |
icon in the bottom-right corner of the screen.