Notice · Sample Draft
October dues can be paid online
Your balance is on your door’s page. Pay by bank transfer or card, or keep mailing a check.
- To
- Every door (6)
- By
- Text, email, or a letter
- Goes after
- The books tie Tied
Three totals have to agree: what was charged, what came in, and what the bank shows.
The spreadsheet, the old portal, and the email thread each show a different amount owed.
The agenda, the minutes, and the packet are still in three places.
The board cannot find the agreement, the price, and the end date together.
The ledger, tonight's packet, and the file for who mows. Each has a page.
October assessment
Sample| Door | Status | Balance |
|---|---|---|
| Lot 1 · 123 Oak Drive | Tied | $0.00 |
| Lot 2 · 124 Oak Drive | Open | $312.00 |
| Lot 3 · 125 Oak Drive | Tied | $0.00 |
| Lot 4 · 126 Oak Drive | Tied | $0.00 |
| Lot 5 · 127 Oak Drive | Tied | $0.00 |
| Lot 6 · 128 Oak Drive | Open | $188.00 |
| Open balance | $500.00 | |
Thursday packet
Sample| Piece | State |
|---|---|
| Agenda | In the packet |
| Last minutes | In the packet |
| Who has paid | In the packet |
One record you take into the room. The board still decides.
How meetings workPool closing
DraftThe pool closes for the season after Sunday. Covers go on Monday. Questions go to the board.
Who can open
Sample| File | Folder | Opens |
|---|---|---|
| Bylaws.pdf | Governing | Everyone |
| Rules.pdf | Governing | Everyone |
| Last notice.pdf | Meetings | Everyone |
| Vendor contract.pdf | Board only | Board |
Lot 4 · Boat stored in the driveway
SampleThe case stays on the door. The board still decides.
How cases workLandscaping · sample vendor
SampleThe software proposes. Nothing goes out on its own.
Notice · Sample Draft
Your balance is on your door’s page. Pay by bank transfer or card, or keep mailing a check.
Same dues and documents. Different permissions.
You likely have another job. The dues, the meeting, the residents, the vendors, and the file you hand a CPA stay in one place.
| Door | Balance |
|---|---|
| Lot 1 | $0.00 |
| Lot 2 | $312.00 |
| Lot 3 | $0.00 |
| Lot 4 | $0.00 |
| Lot 5 | $0.00 |
| Lot 6 | $188.00 |
Hold more than one association. The books stay apart. Switch without mixing the totals.
| Door | Balance |
|---|---|
| Lot 2 | $312.00 |
| Other associations | Kept apart |
A balance, the file they are allowed to open, the next meeting, and a notice they can find again.
124 Oak DriveYou
$312.00
Next meetingThursday
Bring the spreadsheet or the export you already have.
The sample association is open. Two doors still show a balance. The rest tie.
Doors, owners, and opening balances are proposed. Nothing is written until someone says yes.
The total has to match before anyone is invited to pay.
Quote, agreement, invoice, and the work. The resident and the treasurer see the same facts, with different permissions.
A spreadsheet or the export from the system you use now.
The software proposes doors, owners, and opening balances. Nothing is written until someone says yes.
Residents are invited to pay only after the total matches.
What boards ask before they switch.
Three totals that agree: what was charged to each door, what came in, and what the bank shows. When they do not, nothing else on the agenda matters much.
Yes — $49 a month month-to-month, or $39 a month billed yearly, flat to 50 doors, then $0.60 a door a month past 50 ($0.50 on yearly billing). Meetings, violations, documents, and the rest are in that one Core plan, not a second tier. See pricing for the full card.
Yes. ACH and card post to the door ledger after a person invites them, on the same Core plan. Checks still record on the same books. The sample shows the ledger.
Yes. You connect the association's bank, match the feed to the books, and export a CPA pack from the same record. The sample shows the match.
No. Open the sample on this site and click through dues, meetings, notices, documents, cases, and vendors as the board and as a resident. Talk to us second if you still want to.
Export stays free, including after you cancel. Your association's numbers and files are yours. We do not hold the ledger hostage.
No. We keep the record the board approves. Your governing documents and your state set what you may do; your CPA still does the tax work.
Open the sample association. Click through as the board, then as a resident.
Sample · October Tied
We do not manage your association, keep its books as a service, or give legal or accounting advice. The board still decides.