💵 Financial Features (All Plans)
All things Financial and budget related
23 articles
💰 Financial Section (Overview)A quick overview of where to find things in Financials
📓 Vendors: Vendor Roster & ManagementAdd all your vendors, pay vendors and run reports on where you've spent money.
👩🏽💻 Vendors: HOA Vendor Portal InviteWhat your vendors see when a link is generated for them
💰 Vendors: Paying Bills/InvoicesApproval workflows and Bill Pay in Vlge
🪄 Magic Imports - FinancialsUse our magic import tools to bring in historical data as you transition from your prior solution
📊 Financial ReportingRun reports quickly on Budgets, Income, Cash flow or a Balance Sheet
📊 Admin Guide: Financial ReportsHow to run and understand financial reports in Vlge.
$ Your Budget & FinancialsAn Overview of the available financial settings and configuration
Expense Reimbursement: ProcessingFor Boards to process any received expense reimbursements
Financial: Asset Tracking (Overview)Log and Track assets from supplies to major capital assets
📝 Vendors: Invoice Approval WorkflowHow you receive, approve, and pay Vendor invoices
💰 Log a Payment ManuallyWhen you take a payment outside of the automated system, use this.
⛬ Importing Unit Ledger HistoryHow to bulk-import unit history for your community
💰 Waiving or Adjusting FeesSometimes you need to waive or void a late fee or fine (or other). Here's how.
💰 Fiscal Year: Setting your Fiscal YearAdjusting your fiscal year for accounting from Calendar to other
Imports: Unit Level Charge & Payment HistoryHow to bring in your prior history per unit
⚡️ Deleting Recent Financial ImportsTo "undo" a recent import follow these instructions
💰 Entering Manual DisbursementsFor those who use a modified accrual basis for accounting
Vendors: Creating a New BillCreating a bill for a Vendor directly in your portal
💰 Financial Imports: Opening LedgerHow to plan and execute your starting balance and accounting setup
🕑 Late Charges & Notice AutomationYou can create rules around sending notices for late notices
💰 Financials: GL Adjustments on ImportsFor auditing purposes, posted entries are locked but you can make a small change to the account posted
💰 Accepting Physical ChecksIf you wish to accept physical checks (mailed or in person) see this guide