Accounting27 articlesFiscal Year vs Calendar YearUser Permissions- AccountingBookkeeping and Tax Preparation ServicesShow all
Approvals9 articlesHow to set up Approvals for specific RequestsHow to Create an Approval for an ExpenseHow to Create an Approval for a Work OrderShow all
Billing/Invoicing30 articlesHow to Mass Print InvoicesHow to Issue a Credit or Debit Card RefundUnderstanding The Different Kinds of Dues and How They WorkShow all
Board Member Login11 articlesUser Types and Access Levels for My Team LoginsHow to Reset Admin Password AKA Team Member PasswordAdding Board and Team MembersShow all
Dashboard3 articlesAdministrative Dashboard for Board Members and Property ManagersThe Dashboard Page of the EasyHOA SoftwareWhat kind of information is shown on the dashboard?Show all
Documents8 articlesChanging The Order of DocumentsDocument SharingHow to move/relocate files from one folder(or sub-folder) to another folder(or sub-folder)Show all
Helping Owners To Login3 articlesHow to create a login and password for a member/owner in an HOAHow to Reset A Password For An Owner in Your HOAHow does a homeowner login to their account for the first time?Show all
Inbox - Email, Text, Phone34 articlesEmail Folders/LabelsHow to email an invoice to an ownerEmail StatusShow all
Managing Your HOA8 articlesUpdate Your HOA billing Information for your Easy HOA Software and ServicesHow do I update the billing information that EasyHOA is charging for the software each month?My Merchant Account PageShow all
Onboarding2 articlesOnboarding ChecklistI am just getting started what steps or things do I need to do before I can start using the Easyhoa software?Show all
Owners Portal24 articlesMobile App Links > iOS and AndroidOwner DirectoryOwner Notification Preferences - How to enable or disable notification preferencesShow all
Requests12 articlesNew Request NotificationsHow a manager or admin of an HOA can create a requestHow do owners create new requestsShow all
Survey-Voting18 articlesVoting/Survey FormsVoting/Survey GroupsVoting and Surveys- How are they different and how do they work?Show all
Tools: Payment Processing14 articlesUnderstanding Payment Processing FeesBank Account Deposit Report- Understanding CC processing feesFailed Payments- ACH and Credit Card TransactionsShow all
Units20 articlesHow To Add A Special AssessmentUnderstanding Credits on a UnitAdding a custom field to a unitShow all
Website19 articlesHow to add an Email “href Link” on your websiteTransfer domain from one Squarespace account to another Squarespace accountWebsite Form NotificationsShow all
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