CINC Core Non-Contacts and Consent

For non-Contacts and Consent users

351 articles

Viewing Pending Checks and DepositsViewing Pending Checks and Deposits

Bank AccountsBank Accounts

Running Bank Account ReconciliationRunning Bank Account Reconciliation

Electronic Filing of 1099 MISC and 1099 NEC Tax Year 2025Electronic Filing of 1099 MISC and 1099 NEC Tax Year 2025

Bank Account RegisterBank Account Register

Transferring Funds from Sweep AccountsTransferring Funds from Sweep Accounts

Budget Module OverviewBudget Module Overview

Specifying GL Segment DescriptionsSpecifying GL Segment Descriptions

Processing $0 Bank ReturnsProcessing $0 Bank Returns

Recurring TransfersRecurring Transfers

Emailing Collection LettersEmailing Collection Letters

What is the Collections ModuleWhat is the Collections Module

Pending TransfersPending Transfers

Creating a New BudgetCreating a New Budget

Posting AP InvoicesPosting AP Invoices

Daily Bank Account ReconciliationDaily Bank Account Reconciliation

Making Collection CorrectionsMaking Collection Corrections

Enabling CollectionsEnabling Collections

Correcting Misapplied BillPay ACH PaymentsCorrecting Misapplied BillPay ACH Payments

Setting up BanksSetting up Banks

Recording a Transfer without Moving MoneyRecording a Transfer without Moving Money

Setting up CollectionsSetting up Collections

Reviewing ACH Approval PacificReviewing ACH Approval Pacific

Setting the GL Account FormatSetting the GL Account Format

Collections ReportsCollections Reports

Writing a CheckWriting a Check

Reconciling Bank TransactionsReconciling Bank Transactions

Entering Budget ValuesEntering Budget Values

Verifying Lockbox PaymentsVerifying Lockbox Payments

Configuring Payment Allocation and Troubleshoot ACH Payment IssuesConfiguring Payment Allocation and Troubleshoot ACH Payment Issues

Chart of AccountsChart of Accounts (COA)

Prepaid Timing for Cash Basis AssociationsPrepaid Timing for Cash Basis Associations

Bank Daily BalancesBank Daily Balances

Handling ACH Return CodesHandling ACH Return Codes

Researching Pending PaymentsResearching Pending Payments

Collections Scenarios and ExamplesCollections Scenarios and Examples

Monthly FunctionsMonthly Functions

Transferring FundsTransferring Funds

Correcting Balance SheetsCorrecting Balance Sheets

Reconciling Checkbook TransactionsReconciling Checkbook Transactions

Setting up Collection Letter TemplatesSetting up Collection Letter Templates

Importing and Exporting BudgetsImporting and Exporting Budgets

Bank TransactionsBank Transactions

GL HistoryGL History

Recording Miscellaneous DepositsRecording Miscellaneous Deposits

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

Resolving Common Issues with Lockbox PaymentsResolving Common Issues with Lockbox Payments

Journal EntriesJournal Entries

Recurring Journal EntriesRecurring Journal Entries

Posting InterestPosting Interest

GL ResearchGL Research

Setting Up Group ReportsSetting Up Group Reports

Prepaid AR BalancingPrepaid AR Balancing

1099 Preparation1099 Preparation

Linking Misc Items to a GLLinking Misc Items to a GL

Sending eStatementsSending eStatements

HOA Mailers OverviewHOA Mailers Overview

Adding Correspondence NotesAdding Correspondence Notes

Assigning SectionsAssigning Sections

Editing a BatchEditing a Batch

Assigning RatiosAssigning Ratios

The File QueueThe File Queue

Posting Manual PaymentsPosting Manual Payments

Entering and Posting Homeowner ChargesEntering and Posting Homeowner Charges

Configuring Statement SettingsConfiguring Statement Settings

Generating Coupon FilesGenerating Coupon Files

Managing WidgetsManaging Widgets

Resolving Duplicate Payment Errors in CINCResolving Duplicate Payment Errors in CINC

Searching for Homeowner InformationSearching for Homeowner Information

Applying a Check to Multiple PropertiesApplying a Check to Multiple Properties

Creating a Quick CorrespondenceCreating a Quick Correspondence

Posting Charge AdjustmentsPosting Charge Adjustments

Assigning Batch OwnershipAssigning Batch Ownership

Tracking HOA Mailers Print JobsTracking HOA Mailers Print Jobs

Creating Homeowner ACH BatchesCreating Homeowner ACH Batches

Using the Data Import ToolUsing the Data Import Tool

Integration Steps for HOA MailersIntegration Steps for HOA Mailers

Returning a Homeowner PaymentReturning a Homeowner Payment

Setting Up Beginning Homeowner BalanceSetting Up Beginning Homeowner Balance

Batch FAQsBatch FAQs

Scanned Checks - Miscellaneous (Accounting Integrators)Scanned Checks - Miscellaneous (Accounting Integrators)

Configuring HOA Mailers Correspondence Template with the Paper SourceConfiguring HOA Mailers Correspondence Template with the Paper Source

Viewing Additional PrimaryViewing Additional Primary

Setting up the Statement SchedulerSetting up the Statement Scheduler

Setting Up Email TemplatesSetting Up Email Templates

Notifying Homeowner of New ChargesNotifying Homeowner of New Charges

Online Payments OverviewOnline Payments Overview

Managing Homeowner CorrespondencesManaging Homeowner Correspondences

Setting up Association FeesSetting up Association Fees

Handling Homeowner Payments Outside the Allowable TimeframeHandling Homeowner Payments Outside the Allowable Timeframe

Generating HOA Mailers Statement Print JobsGenerating HOA Mailers Statement Print Jobs

Deleting a BatchDeleting a Batch

Moving PaymentsMoving Payments

Batch Posting and Types OverviewBatch Posting and Types Overview

Linking a GL Account to an Amenity in CINCLinking a GL Account to an Amenity in CINC

Viewing Skipped ACH PaymentsViewing Skipped ACH Payments

Searching for a Homeowner PaymentSearching for a Homeowner Payment

Data StandardsData Standards

Printing Homeowner StatementsPrinting Homeowner Statements

Sccaned Checks - Closing (Accounting Integrators)Sccaned Checks - Closing (Accounting Integrators)

DashboardsDashboards

Setting up Homeowner Correspondence TemplatesSetting up Homeowner Correspondence Templates

Processing Matched PaymentsProcessing Matched Payments

Entering Homeowner FeesEntering Homeowner Fees

Address StandardsAddress Standards

Downloading Check Scanner ApplicationDownloading Check Scanner Application

Preventing and Resolving Duplicate Late FeesPreventing and Resolving Duplicate Late Fees

Generating BillingGenerating Billing

Including Delinquency PolicyIncluding Delinquency Policy

Data ImportData Import

Configuring Paper Source for HOA MailersConfiguring Paper Source for HOA Mailers

Posting a BatchPosting a Batch

Adding Viewing or Deleting Homeowner Correspondence AttachmentsAdding Viewing or Deleting Homeowner Correspondence Attachments

Viewing Homeowner's Transaction HistoryViewing Homeowner's Transaction History

Creating a PDF of a Homeowner Correspondence NoteCreating a PDF of a Homeowner Correspondence Note

Running Accounts Receivable ReportsRunning Accounts Receivable Reports

Writing Off ChargesWriting Off Charges

Sending Email Correspondence JobsSending Email Correspondence Jobs

Setting up SectionsSetting up Sections

Completing a Multi-Payment RefundCompleting a Multi-Payment Refund

HOA Mailers FAQsHOA Mailers FAQs

Adding a Homeowner ChargeAdding a Homeowner Charge

Processing Resales or Ownership TransfersProcessing Resales or Ownership Transfers

SectionsSections

Posting Bank ReturnsPosting Bank Returns

Posting Multiple Charges via the Charge Schedule ScreenPosting Multiple Charges via the Charge Schedule Screen

Exporting the HOA Mailers Print JobExporting the HOA Mailers Print Job

Scanning and Posting Checks with Accounting IntegratorsScanning and Posting Checks with Accounting Integrators

Reviewing Data ImportsReviewing Data Imports

Handling Property Resales and Ownership TransfersHandling Property Resales and Ownership Transfers

Emailing Homeowner CorrespondencesEmailing Homeowner Correspondences

Linking SectionsLinking Sections

Changing a Closed Batch DateChanging a Closed Batch Date

Delinquency InformationDelinquency Information

Configuring Bank Returns NotificationsConfiguring Bank Returns Notifications

Processing Unmatched PaymentsProcessing Unmatched Payments

Creating a Homeowner CorrespondenceCreating a Homeowner Correspondence

Reviewing Online and Credit PaymentsReviewing Online and Credit Payments

Pre Reviewing BillingPre Reviewing Billing

Sending Quick MessagesSending Quick Messages

Adjusting a Homeowner LedgerAdjusting a Homeowner Ledger

Merge Tags for Correspondence TemplatesMerge Tags for Correspondence Templates

Copying COACopying COA

Posting Meter UsagePosting Meter Usage

Configuring Meter RatesConfiguring Meter Rates

Viewing Revenue by GLViewing Revenue by GL

Setting up Additional AddressesSetting up Additional Addresses

Setting up GL Beginning BalanceSetting up GL Beginning Balance

Editing and Deleting Board MembersEditing and Deleting Board Members

Reopening Invoices for the Management ModuleReopening Invoices for the Management Module

Registering Homeowners in Bulk from CINCRegistering Homeowners in Bulk from CINC

Importing Addendum Billing CountsImporting Addendum Billing Counts

Assigning Meters to a PropertyAssigning Meters to a Property

Importing COAImporting COA

Importing Homeowner InformationImporting Homeowner Information

Manually Enter COAManually Enter COA

Adding Other Information to the Association DirectoryAdding Other Information to the Association Directory

Management Module OverviewManagement Module Overview

Setting Up Addendum BillingSetting Up Addendum Billing

Sending Monthly Management ReportsSending Monthly Management Reports

Using the Call LogUsing the Call Log

Creating Management PlansCreating Management Plans

Posting Management FeesPosting Management Fees

Logging Meter UsageLogging Meter Usage

Deleting Additional AddressesDeleting Additional Addresses

Sending Weekly Status ReportsSending Weekly Status Reports

Creating a Maintenance CalendarCreating a Maintenance Calendar

Setting up Association InformationSetting up Association Information

Generating Prior 1099Generating Prior 1099

Posting Addendum BillingPosting Addendum Billing

Setting up Board MembersSetting up Board Members

Left Side Navigation MenuLeft Side Navigation Menu

Entering Chart Account CategoryEntering Chart Account Category

Managing Homeowner Status Dropdown OptionsManaging Homeowner Status Dropdown Options

Exiting an AssociationExiting an Association

Management Plan Templates SetupManagement Plan Templates Setup

Setting User PreferencesSetting User Preferences

Setting Up New Vendors for the Management ModuleSetting Up New Vendors for the Management Module

Setting Up Common AreasSetting Up Common Areas

Portfolio Management Action ItemsPortfolio Management Action Items

Importing Unreconciled CheckbookImporting Unreconciled Checkbook

Portfolio Management OverviewPortfolio Management Overview

Editing an Assessment Fee TypeEditing an Assessment Fee Type

Invoice Instructions SetupInvoice Instructions Setup

Setting up Call Log Email TemplatesSetting up Call Log Email Templates

Importing VendorsImporting Vendors

Setting up Bank Account Beginning BalanceSetting up Bank Account Beginning Balance

Entering Beginning Balances and DataEntering Beginning Balances and Data

Activating an Association for PaymentsActivating an Association for Payments

Entering Addendum Quick ChargesEntering Addendum Quick Charges

Entering Association FeesEntering Association Fees

Global Plan Items SetupGlobal Plan Items Setup

Setting Up Assessment Fee TypesSetting Up Assessment Fee Types

Linking GL Accounts to an AssessmentLinking GL Accounts to an Assessment

Adding Service Providers to the Association DirectoryAdding Service Providers to the Association Directory

Configuring Statement MessagesConfiguring Statement Messages

Maintenance Item Templates SetupMaintenance Item Templates Setup

Utility BillingUtility Billing

Deleting an Assessment Fee TypeDeleting an Assessment Fee Type

Configuring Correspondence Paper SourceConfiguring Correspondence Paper Source

Setting Up TransactionsSetting Up Transactions

Manually Entering HomeownerManually Entering Homeowner

Portfolio Email TemplatesPortfolio Email Templates

Action Items SetupAction Items Setup

Manually Entering Fiscal PeriodsManually Entering Fiscal Periods

Setting Action Item Email RemindersSetting Action Item Email Reminders

Creating Maintenance ItemsCreating Maintenance Items

Managing TasksManaging Tasks

Chart of Accounts/GL Segment DescriptionsChart of Accounts/GL Segment Descriptions

Setting Up Management FeesSetting Up Management Fees

Entering Bank AccountsEntering Bank Accounts

Creating Association FAQsCreating Association FAQs

Setting CINC VendorPay as the System Default Payment MethodSetting CINC VendorPay as the System Default Payment Method

Managing Vendor StatusManaging Vendor Status

Setting Max VendorPay AmountSetting Max VendorPay Amount

CINC HomeCINC Home

Searching for a Vendor Correspondence TempaltesSearching for a Vendor Correspondence Tempaltes

Emailing a Work OrderEmailing a Work Order

Printing Checks

Holding an Invoice

Downloading Check Print Client

Setting up a Preferred VendorSetting up a Preferred Vendor

Viewing a Copy of the Cleared Check or Proof of SettlementViewing a Copy of the Cleared Check or Proof of Settlement

Setting up Electronic SignaturesSetting up Electronic Signatures

Paying Invoices with CINC VendorPayPaying Invoices with CINC VendorPay

Creating an Excel List of VendorsCreating an Excel List of Vendors

Changing the Work Order AssociationChanging the Work Order Association

Assigning an Invoice Batch

Setting up Vendor TemplatesSetting up Vendor Templates

Adding Vendor NotesAdding Vendor Notes

Viewing Invoice HistoryViewing Invoice History

Using the File Queue Upload ClientUsing the File Queue Upload Client

Rating VendorsRating Vendors

Searching for Vendor CorrespondencesSearching for Vendor Correspondences

Managing Field Security PermissionsManaging Field Security Permissions

Identifying CINC VendorPay Payment ErrorsIdentifying CINC VendorPay Payment Errors

Making a VendorPay Stop Pay Request in CINCMaking a VendorPay Stop Pay Request in CINC

Voiding an InvoiceVoiding an Invoice

Reopening Completed Work OrdersReopening Completed Work Orders

Setting up LetterStream in CINCSetting up LetterStream in CINC

Creating and Editing Work OrdersCreating and Editing Work Orders

Setting CINC VendorPay as Vendor Payment DefaultSetting CINC VendorPay as Vendor Payment Default

Creating User Defined FieldsCreating User Defined Fields

Setting up a Vendor for a 1099Setting up a Vendor for a 1099

Reviewing CINC VendorPay Specific StatusesReviewing CINC VendorPay Specific Statuses

Editing Vendor NotesEditing Vendor Notes

Viewing CINC VendorPay Invoice HistoryViewing CINC VendorPay Invoice History

Verifying Payments are Marked for 1099Verifying Payments are Marked for 1099

Merging VendorsMerging Vendors

Verifying Gmail ForwardingVerifying Gmail Forwarding

Uploading Invoices by Email

Configuring Vendor InsuranceConfiguring Vendor Insurance

Giving Users Permission to Approve InvoicesGiving Users Permission to Approve Invoices

Enabling CINC VendorPayEnabling CINC VendorPay

Searching for VendorsSearching for Vendors

Viewing the Vendor Activity LogViewing the Vendor Activity Log

CINC VendorPay OverviewCINC VendorPay Overview

Viewing Original Email for InvoiceViewing Original Email for Invoice

Managing Security PermissionsManaging Security Permissions

Setting User Invoice PreferencesSetting User Invoice Preferences

Configuring Closed Violation ExpirationConfiguring Closed Violation Expiration

Setting up a New VendorSetting up a New Vendor

Managing and Troubleshooting Invoice Approval WorkflowsManaging and Troubleshooting Invoice Approval Workflows

Updating Work Orders StatusUpdating Work Orders Status

Setting Up and Managing ACH Payments for VendorsSetting Up and Managing ACH Payments for Vendors

Managing CINC VendorPay Payment Exceptions in AvidXchangeManaging CINC VendorPay Payment Exceptions in AvidXchange

Approving Invoices

Violations OverviewViolations Overview

Reassigning Violation JobsReassigning Violation Jobs

Setting up Violation TypesSetting up Violation Types

Setting up Fining Policy Templates (Optional)Setting up Fining Policy Templates (Optional)

Creating an ACC RequestCreating an ACC Request

Configuring ViolationsConfiguring Violations

Setting ACC Requests Auto ApprovalSetting ACC Requests Auto Approval

Setting up ACC Response Letter TemplatesSetting up ACC Response Letter Templates

Setting up the Association-specific Covenant Templates (Optional)Setting up the Association-specific Covenant Templates (Optional)

Types of ACC Response Letter TemplatesTypes of ACC Response Letter Templates

Setting up ACC ARC Members ChairpersonsSetting up ACC ARC Members Chairpersons

Adding Additional Sub-Violation DescriptionsAdding Additional Sub-Violation Descriptions

Creating a New ViolationCreating a New Violation

Processing Violation Print JobsProcessing Violation Print Jobs

Creating One Off Violation LettersCreating One Off Violation Letters

Editing Violation LettersEditing Violation Letters

Processing Pending ACC RequestsProcessing Pending ACC Requests

Setting up ACC TypesSetting up ACC Types

Types of Violation TemplatesTypes of Violation Templates

Sending Violation LettersSending Violation Letters

Setting up Violation TemplatesSetting up Violation Templates

Setting up ACC Correspondence StatusSetting up ACC Correspondence Status

Setting up Violation Sub-TemplatesSetting up Violation Sub-Templates

Viewing and Editing ACC RequestsViewing and Editing ACC Requests

Managing Violation FinesManaging Violation Fines

Setting up Homeowner Drive OrderSetting up Homeowner Drive Order

ACC Requests OverviewACC Requests Overview

Processing ViolationsProcessing Violations

Managing the Violation Letter Email TemplateManaging the Violation Letter Email Template

Resolving Check Printing Errors

Navigating the Invoice List

Creating an Invoice Without an Attachment

Viewing an Invoice Attachment

Adding an Invoice Attachment

Merging Invoice Attachments

Deleting an Invoice Attachment

Coding Invoice Information

Setting Up a Recurring Invoice Template from Scratch

Setting Up a Recurring Invoice Template from an Existing Invoice

Editing a Recurring Invoice Template

Deleting a Recurring Invoice Template

Creating an Invoice from a Recurring Invoice Template

Removing an Invoice Hold

Paying an Invoice in Full

Making a Partial Payment on an Invoice

Paying an Invoice via ACH

Voiding a Paid InvoiceVoiding a Paid Invoice

Reprinting a Check

Updating GLs for Invoices

Reviewing Invoice History

Configuring Secure Invoice Email Intake

Creating a Central Inbox

Setting up Auto Forward Rules

Receiving Emailed Invoices

Downloading and Installing the Invoice Upload Client

Overriding Board ApprovalsOverriding Board Approvals

Creating an Action ItemCreating an Action Item

Creating a Board Action ItemCreating a Board Action Item

Reviewing a Plan Action ItemReviewing a Plan Action Item

Delegating an Action ItemDelegating an Action Item

Completing an Action ItemCompleting an Action Item

Adding Attachments to an Action ItemAdding Attachments to an Action Item

Removing Attachments from an Action ItemRemoving Attachments from an Action Item

Adding Notes to an Action ItemAdding Notes to an Action Item

Subledgers OverviewSubledgers Overview

Enabling Subledger PermissionsEnabling Subledger Permissions

Configuring Prepaid Buckets for SubledgersConfiguring Prepaid Buckets for Subledgers

Configuring SubledgersConfiguring Subledgers

Configuring Subledger AssessmentsConfiguring Subledger Assessments

Setting up Subledger ConfigurationsSetting up Subledger Configurations

Configuring Subledger TypesConfiguring Subledger Types

Using Subledgers when Setting up CollectionsUsing Subledgers when Setting up Collections

Using Subledgers when Scheduling StatementsUsing Subledgers when Scheduling Statements

Using Subledgers when Creating Print StatementsUsing Subledgers when Creating Print Statements

Viewing Subledger Transaction HistoryViewing Subledger Transaction History

Generating Subledger CouponsGenerating Subledger Coupons

Running Transaction History Reports by SubledgerRunning Transaction History Reports by Subledger

Viewing the Homeowner Payment Experience with SubledgersViewing the Homeowner Payment Experience with Subledgers

Logging In to CINC with Universal NavigationLogging In to CINC with universal navigation

CINC with Universal Navigation CrosswalkCINC with Universal Navigation Crosswalk

Creating Custom ReportsCreating Custom Reports

Navigating CINCNavigating CINC