Community Management Software

Accounting and Finances

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‍Our purpose-built accounting module allows for comprehensive, yet separate Administrative and Reserve Fund Budget accounting, financial management and reporting. Keep your community books accurate, accurate and compliant.

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• Custom-built double entry accounting system.
• Separate Administrative and Reserve Fund Budget.
• Seamless Administrative and Reserve Fund processing.
• A user-friendly community billing processes.
• Simplified utility usage and billing process.

Accounting and Finances

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‍Manage and report on the financial health of your communities under management. Realtime dashboards give you (and trustees) instant information on community bank balances and financials.

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• Actual vs Budget Reports for the Administrative and Reserve Fund book of accounts.
• Cash movement report.
• Trial Balance, Levy Roll, Customer and Supplier Age Analysis.
• Send comprehensive financial reports to all communities with a click of a button. The system allows for fully compliant online audits.

Accounting and Finances

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‍Our accounting solution offers flexibility around your portfolio bank account environment.

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• Full Trust account processing capabilities, with a fully reconciled trust account at all times.
• Single bank accounts per community processing capabilities.
• Accommodates a combination of trust and single bank accounts on one profile.
• Unlimited cashbooks (bank accounts) per community.

Accounting and Finances

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‍Manage supplier invoices and payments per community or in bulk to:

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• Allows for online authorisation of account payable by trustees.
• Capture and process supplier invoices to the administrative and/or reserve fund accounts from one place.
• Online storage of all source documents – simplifies the audit process.
• Save hours through a bulk supplier payment file that can be uploaded into bank profiles.

Accounting and Finances

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‍With the correct set up of your community bank profiles, you can utilise our game-changing bulk banking functionality that can literally save your hours of manually processing each month.

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• Bulk uploads of all community bank statements with a single click.
• Bulk cashbook recons across all communities with a single click.
• Simplified set-up of receipting and payment allocation rules.

Accounting and Finances

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‍Create customisable and automated arrears management processes per community. A single set-up can unlock powerful time-saving automation and additional incomestreams.

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• Template based and automated notices and letters of demand.
• Automated arrears administration fee billing.
• Complete transparency of arrears management activities to trustees.

Accounting and Finances

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‍A powerful debt collection module allows a registered debt collectors (you or your attorney) to manage debtors through the system.

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• Automated debt collection communication.
• Capture all debt collection notes against a customer and unit.
• Automated debt collection fees billing.
• Comprehensive debtors reporting.

Accounting and Finances

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‍Offer owners convenient debit order payment options without the time-consuming admin related with debit orders.

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• Load and run automated debit order batches across all communities with a click of a button.
• Eliminate time, human error and security concerns.
• Automated community cashbook reconciliations and owner account allocation.

Business Operations

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Create maintenance or repair tasks, include stakeholders, manage the progress from start to finish and report there on to trustees.

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• Reduce paperwork.
• Improve response time.
• Transparent feedback to trustees and owners.
• Track and manage tasks globally across all communities.

Business Operations

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Proactively plan ahead all legal compliance items like meetings and important dates, then execute, track and manage those items across all communities to ensure full compliance.

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• Global compliance items setup, applied to all communities.
• Customise compliance items, deadlines and checklist items across all communities.
• Portfolio Compliance dashboard.
• Customised Planner and Compliance per community.
• Store compliance documents like minutes in one place on community level.
• Send out compliance documents to all stakeholders.

Business Operations

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Manage owner behaviour by creating and sending out formal warning and penalty letters, including related penalty invoices, with a few simple clicks.

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• Stand-alone Warnings and Penalties module.
• Warnings and Penalties module directly integrates with the Finances module – makes issuing of penalties easier and faster.
• Transparent reporting of Warnings and Penalties to trustees.

Business Operations

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Manage the transfer process and issuing of clearance certificates in a simple and structured way.

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• Automatically generate clearance or consent certificates.
• Structure the transfer process in 4 easy steps that saves time.
• Make unit billing changes on transfer with a click of a button.
• Manage and track transfers across all communities.

Community Management

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A powerful bulk or personal communication tool to keep all stakeholders informed via emailand SMS. The communications module is integrated with all financial, operational and compliance workflows, making flexible communication possible from any module in the software.

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• Send unlimited bulk emails on portfolio and community level.
• Integrated bulk SMS function.
• Communicate with individuals or target groups.
• Email Archive to track and manage all sent emails for delivery, resendor referencing.

Community Management

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Store all community related documents securely in the cloud, in the right place and make it easy to find.

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• Upload an unlimited number of community conduct rules, minutes, reports, supplier invoices, etc.
• Documents can be accessed by all stakeholders anywhere, anytime.
• Easily share documents via email.

Community Management

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Connect trustees, owners and all community insights, effortlessly. Our Trustee and Owner Portal makes community and unit data, documents and reports available anytime, anywhere.

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• Share financial data and reports in real-time.
• Share maintenance and repair progress.
• Share all community documents.
• Greatly reduces phone calls and emails.

Community Management

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Conveniently conduct all community meetings (AGM’s, SGM’s and trustee meeting) via a fully integrated meeting module.

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• Accommodates hybrid online and in person meeting.
• Calculate and manage meeting quorum.
• Set agendas, capture minutes and run online polls.
• Real-time voting poll results.
• Produce meeting documents with a simple click.

Community Management

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A powerful Calendar side-bar empowers the Portfolio Manager to manage all compliance tasks and recurring to-do's across all communities according to the calendar and deadline dates. No more Outlook reminders or "sticky notes" required.

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• Daily compliance items listed chronologically.
• Direct access to Compliance cards and checklist items.
• Colour coded "Compliant" or "Non-compliant" indicators.
• Manage non-compliant "red items" from a global dashboard.