<h1>User Permissions- Accounting</h1>
The EasyHOA software has four different access levels or user types: Property Manager Admin, Property Manager, HOA Manager, and limited user. You can edit specific accounting level permissions on the following user types:
1- Property manager admin
2- Property manager
3- HOA manager
When setting up one of these types of users as a new team member in your HOA, you can control which accounting features they are permitted to read(view only) and modify(edit).
See below screenshot:
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<figure class="image"><img src="https://app.hiverkb.com/media/category-images/1732659860405Screenshot 2024-11-26 at 3.21.37 PM.png"></figure>
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The functions of accounting that can be given or taken away are related to the following categories
1- Accounting Transactions, Chart of Accounts, Reconciliation of Budgets, Bank Account Connection
2- Accounting Reports
Note: When Property manager admin, Property manager, or HOA managers are created, the permission levels default to all accounting access given. Meaning, these 3 user types, when created will be able to view and edit
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USER PERMISSIONS- ACCOUNTING

The EasyHOA software has four different access levels or user types: Property Manager Admin, Property Manager, HOA Manager, and limited user. You can edit specific accounting level permissions on the following user types:

1- Property manager admin

2- Property manager

3- HOA manager

When setting up one of these types of users as a new team member in your HOA, you can control which accounting features they are permitted to read(view only) and modify(edit).

See below screenshot:

 

 

The functions of accounting that can be given or taken away are related to the following categories

1- Accounting Transactions, Chart of Accounts, Reconciliation of Budgets, Bank Account Connection

2- Accounting Reports

Note: When Property manager admin, Property manager, or HOA managers are created, the permission levels default to all accounting access given. Meaning, these 3 user types, when created will be able to view and edit

 

 

 

User Permissions- Accounting

Fiscal Year vs Calendar Year

Bookkeeping and Tax Preparation Services

Change the Date on a Payment in the Accounting Module(General Ledger)

Accounting Reconciliation of Deposits & Fees

How To Create A Budget

Accounting - How to add a starting balance to your account

Profit and Loss Report & Balance Sheet

How to Categorize and Approve Transactions

How to connect your Bank Account to Easy HOA

Account Reconciliation Page

Accounting Main Page of the EasyHOA Software

Accounting Settings page located under the main accounting menu

Budgets Page Of the EasyHOA Software

Chart of Accounts page in the EasyHOA Software

How can i generate a Profit and Loss Report. How does the Balance Sheet work?

How do I add a starting balance to my bank ledger in the accounting module of the software?

How do I Categorize, review, and Approve Transactions

How do i change the date on a payment in the Accounting Module(General Ledger)?

How do i create a budget for my HOA?

I am new to an HOA Board and using easyHOA. I see a budget was created for 2024 and I am wondering how to edit this budget.

I need help connecting my bank account to the EasyHOA software how do I do that?

Our HOA's accounting operates on a fiscal year and not on a traditional calendar year. Where do i go to update the settings for our HOA so that we can show our fiscal year on our accounting reports?

Reports page located under accounting

There is a person on our board that i do not want to have access to the accounting part of the software, how can i make it so they are not able to access reports and change transactions?

Transactions page of the EasyHOA Software

Accounting