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Bulk Invoicing Creation
One of the more labor intensive tasks consuming HOA Board Members' time is managing invoicing for members in-bulk. Unlike traditional uses of most accounting software, invoices in HOA's are often created for hundreds or thousands of members on a recurring basis that are nearly identical. This results in a lot of manual, monotonous, data entry. 🤮
To reduce this burden we've added support for creating, sending and deleting (if needed) invoices across your HOALife properties, doubling down on HOALife's Quickbooks Online compatibility.
Starting today you can create invoices for any of your products/services defined in Quickbooks Online for a subset or all of your HOA's properties. Once you've generated the invoices for your properties you can download all the Invoice PDFs or send them all via Quickbooks invoice emailing function.
Coupled with HOALife's existing bulk lettering + unpaid invoice attachment and homeowner portal payment links, collection of annual/quarterly/monthly dues or special assessments is now much easier.
We look forward to expending this offering in the future for even more time savings!
New user role available! Hot on our changes to the Architectural Committee Member role, we've added a new Architectural Committee Voter role!
This role is limited to view Architectural Requests in a read-only fashion, unless their vote has been requested; then they can vote too.
They do
not
have visibility into other parts of HOALife, like property information, violations, etc.Read about the permissions here.
When we originally added support for the Architectural Committee Member user role, we made the decision to make it a "read-only plus some other functionality" user role permission. After overwhelming feedback from our customers, we've pivoted our approach.
Before
A user with Architectural Committee Member role could
- See all property information, including notes, email communications, letters, violations, and escalations
- See all Association information such as inspections, metrics, bulk email/letter communications
- View Architectural Requests and make select changes
They could not:
- Change or add any l property information, including notes, email communications, letters, violations, and escalations
- Change or edit any Association information such as inspections, metrics, bulk email/letter communications
- Send Architectural Request email communications or letters, manage Architectural Request Forms, or initiate new requests
After
A user with Architectural Committee Member role can
- View Architectural Requests, vote, and approve/deny them
- Send Architectural Request email communications or letters
- Manage Architectural Request Forms, or initiate new requests
They can not:
- View, change, or add any l property information not related to Architectural Requests, including notes, email communications, letters, violations, and escalations
- View, change, or edit any Association information such as inspections, metrics, bulk email/letter communications
See our help article on the permissions here.
If these restrictions are not desirable for some of your users; no problem! We'd suggest promoting those users to the Staff or Manager role, depending on your needs.
Emails sent through HOALife now track the date the email was sent, when it was delivered, and the most recent date the recipient viewed the email.
You can now filter properties in the Inspector App to those with an Active Violation in Escalation. This is designed to support re-check inspections prior to escalation actions as some localities require by law.
You can now optionally append all open Quickbooks Online Invoices when sending bulk property letters.
You can now optionally append one or more open-balance Quickbooks Online Invoices to a property letter. The invoice will be appended to the letter as an additional page; deliverable manually or via No Touch Mail.
You can now export your deficiencies to a spreadsheet.
You can now filter properties by their Quickbooks Online Balance. This is helpful for sending follow-on communications for past-due property owners.
Similar to our Motions feature, Polls and Elections allow you to poll your homeowners for their opinions and votes. Require any number of selections per voter, define a voting period, and select blind or transparent voting.
What to cast an election for a committee or board of directors? ✅
What to quantify opinions on which landscaping vendor to hire? ✅
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