💵 Financial Features (All Plans)
All things Financial and budget related
40 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
📧 Receive Bills/Invoices by EmailYou can receive bills or invoices from 3rd parties by email
Financial Collections: Easy Attorney LettersFor sending accounts to collections
💰 Recurring Charges: Advanced ModeFor Vlge Pro users with Advanced Billing enabled
💰 Accounts in Collections: SettingsYou can disable payments for accounts in collections if needed
💳 Quickpay: Resident Invoices & PaymentResidents have the option to pay via QuickPay from an invoice
💰 Splitting Single Payment to Multiple PropertiesWhen one owner has multiple properties and sends a single payment
📝 Reserve Study FeatureYou can calculate and track reserve funding needs tied to Capital Assets
💰General Ledger: View & SearchYou can view your entire GL in Financial Dashboard
💳 Stripe: Updating Your AccountYou can update your bank or account settings in Stripe through Vlge
💰Billing: Set Unique Amounts per PropertyFor communities that have varying amounts per property | Vlge Pro
💰 Admin Settings: Auto-payYou can customize how auto-pay appears for your community
💰 Billing Settings: Charge TypesDefine your charge types and set billing policies for each
💰 Manual Payment RecordingYou can record payments in each property, or in a central page
💰 Manual Bank AccountsEntering transactions and historical data from non-connected accounts
💰 Accounting Basis in VlgeUnderstanding the implications and treatment of each method
💰 Stripe Payout DetailsHow to find your payouts and details about deposits
📝 Unit Payments ReportShow all payments over a period of time by type and Unit/Property