For a manager with more than one association
Hold more than one association. The books stay apart. Switch without mixing the totals.
Sample
This month
- Lot 2 · 124 Oak Drive $312.00 Open
- Lot 6 · 128 Oak Drive $188.00 Open
- Lot 1 · 123 Oak Drive $0.00 Tied
- Lot 3 · 125 Oak Drive $0.00 Tied
Thursday packet
- Agenda In the packet
- Last minutes In the packet
- Who has paid In the packet
Pool closing
- Text On the notice
- Email On the notice
- Letter On the notice
- Status Draft
Who can open
- Bylaws Can open
- Last notice Can open
- Vendor contract Board only
Lot 4 · 126 Oak Drive
- Reported Boat in the driveway
- On the door Lot 4
- Board decides Open
Landscaping
- Agreement On file
- End date On file
- Price Board only
What stays apart, and what stays together
-
Switch associations, not logins.
One sign-in. Pick the association. The money screen changes with it.
-
Each association keeps its own books.
One association's ledger never mixes with another's.
-
The board sees the same facts.
Board officers and the manager share the back office, with permissions per association.
-
The vendor file per association.
The landscaper for one community is not the landscaper for the next.
One association's books never mix with another's.
The same books, other seats
-
Volunteer boards
You likely have another job. The dues, the meeting, the notices, the vendors, and the file you hand a CPA stay in one place.
-
Residents
A balance, the file they are allowed to open, the next meeting, and a notice they can find again.
-
Treasurers
Three totals have to agree: what was charged, what came in, what the bank shows. Your job is the week they do not.
-
Presidents
Your term ends. The association should not notice in its records, only in its minutes.
-
Secretaries
You are the memory of the association. The job is to make the memory a place, not a person.
Walk it in the sample.
The sample association has real-looking books. Open it.
We do not manage your association, keep its books as a service, or give legal or accounting advice. The board still decides.