Contacts
A Treasurer’s Guide to HOA Contact Management
Number-crunching is an important part of an HOA treasurer’s job, but it’s not the only part. HOA treasurers also handle financial communications, like sending dues statements, coordinating contractor payments, and processing homeowner reimbursements. A contact management system makes this part of the job a lot easier. When we talk about “contacts,” we’re referring to all…
Apply Payments to Specific Obligations (Release 09.12.25)
Apply payments to specific obligations Want to know who’s paid for the camping trip—and who still owes? You can now apply payments to specific obligations and run a detailed report to see who’s paid—at a glance. When recording a payment, apply it to the Activity Account AND the Obligation. Obligation report Run the Obligation Report…
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Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
Connect your Bank, Paypal and Square accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.
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Connect your Bank, Square and PayPal accounts to MoneyMinder PRO to directly download transactions, saving you time and effort. You just review the transactions to ensure they are properly categorized and fill out any required fields.