Condo Manager - Accounting and management software for HOA and condominium association

List of Improvements for the Condo Manager New Version (7)

Improvements Spread Throughout the Whole Software

Attach files to any account or transaction
- You can now attach files to accounts (owners, tenants, suppliers), work orders, CC&R and also to any transactions
- You can browse to the file to be attached or scan it directly into Condo Manager!.

New Functionalities

Covenants, Conditions, and Restrictions (CC&R) Violations Tracking
- Track CC&R violations from within Condo Manager.
- Define CC&R rules and the actions to be taken by the owner to resolve them
- Include the CC&R article text in the CC&R rules
- Sellect letter to be sent to the owner for the different steps of CC&R resolution and assign fees to charged to owner (if desired)
- Print inspection reports & CC&R history reports
- Attach files and photos to CC&R violation records

Collection Module
- Track bad payers and their collection
- Easily select which owners should be put in collection
- Define steps to be taken when an owner doesn't pay on time
  - Each step may have a letter and fees assign to it
  - Define the delay between the different steps (in days)
  - Define automatic remainders for some or all of steps
  - Define at which step you should stop accepting payments from the owners
  - Manage owner's payment plans
- Automatically prints follow-up letters
- A history of the actions taken and the letters sent is kept
Profitability Module (for the professional management corporations)

Know which association management contracts are profitable and which are not
Know how much time you spend managing each association
- Keep track of time spent on accounting, communication and management tasks
Print list of tasks done for an association (a invaluable tool to negotiate your price!)
Print profitability report showing you if an association management contract is profitable or not.
Print distribution of time spent pie charts to easily see where the time is spent in a particular association

Maintain an inventory of the association assets (water heather, pump, elevators, ...)
Keep track of insurance and warranty
Keep track of the maintenance of those assets

Export your contact to your PDA and Outlook
- You can now export owners, tenants and suppliers data to your PDA
- And from your PDA import them to Outlook

Improvements to Financial Statements

Personalized arrangements
- Create an unlimited number of personalized arrangements allowing to group accounts by any category you want to have. (ex.: Short term Assets, Fixed Assets…).
- Choose which columns you wish to include in the financial statement (up to 6 in the same financial)
- Multi-level group of accounts with automatic totals (without having to create master accounts)
- Move groups and accounts across the financial
- Change the financial name and the column name
- Change the name of the account for the arrangement only
- Insert page breaks, sub title and footnote
- You may add a "Confidential stamp" in the background of the financials

Budgets
- New pie chart and bar graph reports for budgets
- Use the arrangement from the revenues & expenses statement in the budgets

Complete Financial Statements (now called Monthly Reports)
- The screen enables you to print all the reports you give to the board each month (or quarterly...) with one click of the mouse
- Print or send by email
  - Cover page (use the template provided or create you own)
  - Balance Sheet
  - Revenue & Expense Statement with or without Pie Chart
  - Trial Balance
  - Budgets
  - Deposit history
  - Check history
    - may include a list of invoices paid with each check
    - may include all expense counterparts used when recording the invoices paid
    - may also include scanned images of the invoices paid!
  - Bank reconciliations
    - may include scanned images of the bank statements
  - Receivable and Payable listing
  - Communication history
  - ARCR and CC&R reports
  - All those reports can be automatically merged in a single pdf file!

Improvements to Transaction Screens

Payments Received
- You can now choose on which invoices the payment received must be applied
Deposits
- New "Select/Unselect All Checks" button
- New buttons to browse easily among all deposits to see the next or the previous one
Checks
- New screen to pay invoices and print checks in batch. Pay all your invoices and print all your checks in one click of the mouse!
- New buttons to browse easily among all checks to see the next or the previous one
Payable Invoice Registering
- The address of the supplier is now displayed once the supplier is selected
- You can attach file to the transaction so you can produce a list of paid invoices with the actual invoice images attached to it!
General Transaction
- New wizard to help you make general transaction

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