CINC (Non-Contacts and Consent)

For non-Contacts and Consent users

349 articles

Using Web Notifications for Contacts and ConsentUsing Web Notifications for

Cephai Hub Productivity DashboardCephai Hub Productivity Dashboard

Viewing Pending Checks and DepositsViewing Pending Checks and Deposits

Fiscal PeriodsFiscal Periods

Bank AccountsBank Accounts

What is Cephai PlusWhat is Cephai Plus

Merging AI-Coded InvoicesMerging AI-Coded Invoices

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

Cephai Plus EFT Invoice AutomationCephai Plus EFT Invoice Automation

Posting AP InvoicesPosting AP Invoices

Daily Bank Account ReconciliationDaily Bank Account Reconciliation

Making Collection CorrectionsMaking Collection Corrections

Enabling CollectionsEnabling Collections

Submitting Cephai Hub FeedbackSubmitting Cephai Hub Feedback

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

Managing Tasks in Cephai HubManaging Tasks in Cephai Hub

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

Chart of AccountsChart of Accounts

Prepaid Timing for Cash Basis AssociationsPrepaid Timing for Cash Basis Associations

Bank Daily BalancesBank Daily Balances

Handling ACH Return Codes in CINC CoreHandling ACH Return Codes in CINC Core

Creating a Budget with Cephai PlusCreating a Budget with Cephai Plus

Researching Pending PaymentsResearching Pending Payments

Collections Scenarios and ExamplesCollections Scenarios and Examples

Monthly FunctionsMonthly Functions

Transferring FundsTransferring Funds

Managing Budgets in Cephai HubManaging Budgets in Cephai Hub

Correcting Balance SheetsCorrecting Balance Sheets

Reconciling Checkbook TransactionsReconciling Checkbook Transactions

Reviewing AI-Coded InvoicesReviewing AI-Coded Invoices

Setting up Collection Letter TemplatesSetting up Collection Letter Templates

Importing and Exporting BudgetsImporting and Exporting Budgets

Bank TransactionsBank Transactions

GL HistoryGL History

Recording Miscellaneous DepositRecording Miscellaneous Deposit

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

Help FunctionsHelp Functions

Generating Coupon FilesGenerating Coupon Files

Managing WidgetsManaging Widgets

Resolving Duplicate Payment Errors in CINC CoreResolving Duplicate Payment Errors in CINC Core

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 Statement SchedulerSetting Up 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 CINC AccountingLinking a GL Account to an Amenity in CINC Accounting

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

Managing Primary Homeowner InformationManaging Primary Homeowner Information

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

CollectionsCollections

Homeowner CorrespondenceHomeowner Correspondence

Configuring Meter RatesConfiguring Meter Rates

Viewing Revenue by GLViewing Revenue by GL

Vendors and Accounts PayableVendors and Accounts Payable

HOA Mailers IntegrationHOA Mailers Integration

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

Management ModuleManagement Module

Registering Homeowners in Bulk from CINC AccountingRegistering Homeowners in Bulk from CINC Accounting

Homeowners and Accounts ReceivableHomeowners and Accounts Receivable

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

Getting StartedGetting Started

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

ReportingReporting

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

Reassigning Board Action ItemsReassigning Board Action Items

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

Managing Action ItemsManaging 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

Homeowner InformationHomeowner Information

Cephai PlusCephai Plus

Setting up Bank Account Beginning BalanceSetting up Bank Account Beginning Balance

Setting up an AssociationSetting up an Association

Homeowner Charges and PaymentsHomeowner Charges and Payments

Entering Beginning Balances and DataEntering Beginning Balances and Data

Activating an Association for PaymentsActivating an Association for Payments

Portfolio Management ModulePortfolio Management Module

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

CINC VendorPayCINC VendorPay

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

Association FeesAssociation Fees

Manually Entering HomeownerManually Entering Homeowner

Portfolio Email TemplatesPortfolio Email Templates

Violations and CCRViolations and CCR

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 SegmentChart of Accounts GL Segment

Reassigning Action ItemsReassigning Action Items

Setting Up Management FeesSetting Up Management Fees

Bank AccountsBank Accounts

Entering Bank AccountsEntering Bank Accounts

Website UpdatesWebsite Updates

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

Getting StartedGetting Started

Searching for a Vendor Correspondence TempaltesSearching for a Vendor Correspondence Tempaltes

Emailing a Work OrderEmailing a Work Order

Printing Checks and DepositPrinting Checks and Deposit

Holding an InvoiceHolding an Invoice

Downloading Check Print ClientDownloading 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

TrainingGuideTrainingGuide

Setting up Electronic SignaturesSetting up Electronic Signatures

Paying Invoice with CINC VendorPayPaying Invoice with CINC VendorPay

Creating an Excel List of VendorsCreating an Excel List of Vendors

Changing the Work Order AssociationChanging the Work Order Association

Assigning InvoicesAssigning Invoices

Setting up Vendor TemplatesSetting up Vendor Templates

Adding Vendor NotesAdding Vendor Notes

Viewing Invoice HistoryViewing Invoice History

Using the File Queue UploaderUsing the File Queue Uploader

Rating VendorsRating Vendors

Recurring InvoicesRecurring Invoices

Searching for InvoicesSearching for Invoices

Searching for Vendor CorrespondencesSearching for Vendor Correspondences

Managing Field Security PermissionsManaging Field Security Permissions

Identifying VendorPay Payment ErrorsIdentifying VendorPay Payment Errors

Managing Invoice AttachmentsManaging Invoice Attachments

Making a VendorPay Stop Pay Request in CINC CoreMaking a VendorPay Stop Pay Request in CINC Core

Voiding an InvoiceVoiding an Invoice

Scanning and Uploading InvoicesScanning and Uploading Invoices

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

Declining an InvoiceDeclining an Invoice

Viewing VendorPay Invoice HistoryViewing VendorPay Invoice History

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

Adding Invoice NotesAdding Invoice Notes

Paying InvoicesPaying Invoices

Merging VendorsMerging Vendors

Verifying Gmail ForwardingVerifying Gmail Forwarding

Uploading Invoices by EmailUploading Invoices by Email

Entering Invoices ManuallyEntering Invoices Manually

Partial Invoice PaymentsPartial Invoice Payments

Configuring Vendor InsuranceConfiguring Vendor Insurance

Giving Users Permission to Approve InvoicesGiving Users Permission to Approve Invoices

Enabling VendorPayEnabling 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 Workflows in CINC CoreManaging and Troubleshooting Invoice Approval Workflows in CINC Core

Updating Work Orders StatusUpdating Work Orders Status

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

Managing VendorPay Payment Exceptions in AvidXchangeManaging VendorPay Payment Exceptions in AvidXchange

Pending Approvals with ImagePending Approvals with Image

Approving InvoicesApproving 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