Dashboard & Reporting
Tools for seeing how your community is doing — the dashboard, financial reports, and the trial balance.
Members
Tools for managing residents — adding and inviting members, profiles, the member directory, and communication history.
Properties
Tools for managing homes and lots — adding, editing, and searching properties, and attaching members to them.
Documents
Tools for storing and sharing files — uploading, folders, permissions, search, and storage.
Email & Communication
Tools for messaging your community — sending emails, automated emails, and email history.
Budgets & Expenses
Tools for managing your money — budgets, expenses, the chart of accounts, and manual GL entries.
Invoicing & Billing
Tools for billing your community — one-time invoices, invoice schedules, late fees, and invoice status.
Payments
Tools for collecting and tracking payments — Stripe setup, the payment dashboard, payment methods, and receipts.
Bank Reconciliation
Tools for matching your books to your bank — connecting bank accounts, reviewing and matching transactions, and managing reconciliation.