HOA E SOLUTIONS

Additional features

• Resident Credit Card Payment with Seamless Accounting System Posting Integration

Allows residents to pay dues and fees online using a credit card, and automatically posts the payment to the accounting system.

• Yearly, Quarterly, or Monthly Annual Dues collection processing

Collects annual dues on a yearly, quarterly, or monthly basis.

• Annual Budgeting

Creates and manages budgets for the HOA.

• Up to four bank checking accounts

Tracks finances across multiple bank accounts.

• Up to 5 CD accounts

Tracks finances across multiple certificates of deposit.

• 1 Savings account

Tracks finances in a savings account.

• Up to 5 different Annual Dues Rates

Allows for different dues rates for different types of residents.

• Up to 5 different Special Assessment Rates

Allows for different special assessment rates for different types of projects.

• Check writing with three-part forms

Prints checks with three-part forms for easy tracking.

• Vendor Electronic Monthly Bill Pay / Auto Withdrawal Integration

Pays vendors electronically using ACH or credit cards.

• Integrated AR fines / Late Fees / Violation functions

Tracks fines and late fees associated with violations.

• Accounts Receivable (AR) tracking, aging, archiving, reports

Tracks and manages accounts receivable, generates aging reports, and archives old data.

• Banking monthly reconciliation

Reconciles bank statements with the accounting system.

• Monthly / Yearly expense to budget reports

Compares expenses to the budget on a monthly and yearly basis.

• Income Statement & Balance Sheet

Generates income statements and balance sheets.

• Year on Year automatic close / start up

Automatically closes and starts the accounting year.

• Annual Dues / Special Assessment Invoice & Periodic Reminder Letter generation

Generates invoices and reminder letters for annual dues and special assessments.

• Resident Annual Dues / Special Assessment Payment Report

Generates reports of resident payments for annual dues and special assessments.

• ARB / Construction Deposit Escrow Accounting

Tracks deposits, fines, and refunds for architectural review board projects and construction deposits.

• General Ledger Summary & General Ledger Individual Number Reports

Generates general ledger reports.

• Extensive Accounting & Management Reports

Generates a variety of reports for accounting and management purposes.

• Easy 1 Button BOD Monthly Report Generator

Generates a monthly report for the board of directors with just one click.

• Resident Status Letter

Generates a letter that lists all payments and outstanding invoices for a resident.

• Estoppel Letter Generation

Generates estoppel letters with programmable payment parameters.

• Document Insert

Inserts documents into invoices and letters with just one click.

• Violation tracking and aging

Tracks violations and ages them over time.

• Fines / Late Fees / Arears notification

Sends notifications for fines, late fees, and arrears.

• E-Mail / USPO letter notification options

Sends notifications via email or US postal service.

• Mobile photo capture & violation notice insertion

Allows you to take photos of violations and insert them into violation notices.

• 30 E-Mail / Letter violation templates

Provides 30 pre-made templates for violation notices.

• Programmable automatic violation fines / late fees application

Automatically applies fines and late fees for violations.

• Fines / late fees override

Allows you to override fines and late fees.

• Individual & all residents’ warning / violation reports

Generates reports of warnings and violations for individual residents and all residents.

• Document Insert

Inserts documents into warning and violation notices with just one click.

• Stand Alone PC Based or Multi User Network Cloud Application

Can be used as a standalone PC application or a multi-user network cloud application.

• Integration of local software resources with cloud data synchronization

Integrates with local software resources and synchronizes data with the cloud.

• Simple install package for Microsoft Windows environment

Easy to install on Microsoft Windows computers.

• Use of standard Microsoft Excel package

Uses standard Microsoft Excel for some features.

• No special internet connections or settings required

Does not require any special internet connections or settings.

• Automatic local & cloud data backup each time software is closed

Automatically backs up data to both the local computer and the cloud.

• Sample Letters & Reports

Includes pre-made templates for letters and reports.

Financial Reports

Generates a variety of financial reports, such as cash flow reports, budget reports, income statements, balance sheets, and more.