View Aging Report as a Board Member
Board members whose community utilizes TOPS [ONE] as the accounting system can easily access an aging report on demand. Please follow these steps to view this information:
- Once logged in, click the Go to Board Area link. Please note that in order to see this, you must first be assigned as a board member by your association manager
- Next, select the Analytics folder in the menu, and then select Account Aging
- The page will then load with the balance information from the community. You may sort any of the columns by clicking on the title
- Individual records can be viewed in more detail by clicking the resident's name and then selecting View Transactions
How to Update A Board Member's Name
If you have a board member whose name is not displaying correctly on the portal, you can follow these steps to edit the display name of your board members. You may need to do this in a few different scenarios. For example, you may have the board ...
Configure AP Invoicing for Portals - TOPS [ONE] Customers
This article will show you how to set up Portals with AP Invoicing, and how to view available AP Invoices. PLEASE NOTE: These instructions are for TOPS [ONE] customers only. The invoices must be created within TOPS [ONE] and are then synced over to ...
How to Assign a Board Member
Please note that if you are using Caliber, you will set board members within your Caliber system. On the menu, click on Board Select the Association you'd like to edit Click the three vertical dots in the upper right-hand corner of the group you'd ...
How to Enable the Board Area
By enabling the board area you can give board members access to the Board Area. The Board Area allows board members to post announcements, upload documents, view architectural, compliance, delinquency, and maintenance details. By completing the steps ...
How to Configure the Board Area
The Board Area allows board members to post announcements, upload documents, view architectural, compliance, delinquency, and maintenance details. To enable this feature completely you will have to follow the two part process which is below. Part One ...