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Reports

Generating and viewing reports

Articles

The Vendor Spend and 1099 Summary report with tax year buttons, summary tiles and a table of vendors with paid year to date and 1099 status
Accounting & BookkeepingReports

Year-End Tax Checklist for HOAs

Gather what your accountant needs: 1099 vendors, financial statements, and your bank and reserve records.

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The Manage Invoices page with filters and an Export CSV button beside the row count
ReportsGetting Started

Exporting Your Data to CSV and PDF

Download lists and reports for your accountant, your board or your own spreadsheets.

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The Audit Trail with a search box, category and user filters, and a table of timestamped changes with the user, action and category
ReportsSecurity

Reading the Audit Trail

See who changed what and when across your community, and export the log for the board or an auditor.

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The Budget vs Actual report with a budget selector, summary tiles and a table of budgeted versus actual expense categories
ReportsAccounting & Bookkeeping

Comparing Your Budget to Actual Results

See how real income and spending compare with your budget, category by category, and spot overruns early.

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The Balance Sheet report with summary tiles for assets, liabilities, year-to-date net income and total equity, and a table of operating bank accounts
ReportsAccounting & Bookkeeping

Reading the Balance Sheet

What your association owns and owes on any date, split between operating and reserve funds.

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The Delinquency Report with summary tiles and a table of owners with current, 30, 60 and 90 plus day balances and total due
ReportsPayment Settings

Using the Delinquency Report

See every unit that is past due, aged by 30, 60 and 90+ days, so you know where to focus.

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The Vendor Spend and 1099 Summary report with tax year buttons, summary tiles and a table of vendors with paid year to date and 1099 status
ReportsAccounting & Bookkeeping

Vendor Spend and the 1099 Summary

See what you paid each vendor for the year and which vendors need a 1099-NEC.

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The Unit Roster report with total, occupied and vacant tiles and a table of units, owners, occupancy and status
ReportsUnit Management

Owner Directory, Unit Roster and Prepaid Owners Reports

Three quick lists: who owns what, which units are occupied, and who has paid ahead.

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The request Aging report with filters, summary tiles and a bar chart of open requests by age
ReportsOperations

Request Reports: Aging, SLA, Throughput and More

Six report tabs that show how fast your team answers and closes owner requests.

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