The Financial Dashboard is in the left navigation (permission required). It is the hub for books, billing, banking, and reports.
Daily work vs month-end
Financial Inbox — categorize, match deposits, and clear items that need action today.
Transactions — history of bank activity (Plaid, WAB, CSV, manual).
Bank Reconciliation — prove GL cash equals the bank statement for a period. This is close, not daily triage.
Banking
Bank Settings — Plaid connections, WAB accounts, and GL mappings.
Western Alliance Banking — apply for or manage operating / reserve accounts and lockbox.
Manual bank accounts — historical or off-Plaid accounts you import by CSV.
Stripe & WAB Accounting — how online payments hit cash vs clearing.
Books and setup
Chart of Accounts and General Ledger — the system of record.
Opening Balances and importing history — how you start the books.
Accounting basis — Accrual, Cash, or Hybrid on reports (Hybrid is the usual board default).
Fiscal Year and Financial Settings — year start, approvers, refunds.
Financial Reports and report packets — including finalized bank rec PDFs.
Billing and collections
Billing & Collections covers invoices, recurring charges, charge types, autopay, Quickpay, delinquent accounts, and recording payments. Residents pay by Stripe or WAB ACH when those are enabled.
Vendors and payables
Create vendors and bills (email inbox, manual, or vendor portal). Approve, then mark paid or send for payment (including WAB integrated payables). Historical vendor spend: Importing Vendor History.