Shorter Training Videos
Videos that are for specific parts of the software
By Natalie and 3 others4 authors56 articles
- How to Complete Your KYC
- How to Customize Your Financial Account Notifications
- How to Enable a Vendor for ACH Payments
- How to Freeze or Cancel a Spend Card
- How to Dispute Spend Card Transactions
- How to Manage Spend Cards
- How to Issue a Spend Card
- How to Electronically Refund Homeowner Payments
- How to Send ACH Payments to Vendors
- How to Transfer Funds To and From Financial Accounts
- How to Enroll in Resale Documents
- How to Manage Your Resale Documentation
- How To: Mail Invoices to Homeowners
- How To: Build a Budget
- How To Upload and Download Documents
- How To Create Folders in the Documents Module
- How To: Create a Report Packet
- How To: Track your Mailings
- How To: Invite your Homeowners to PayHOA
- How To: Complete KYC and Process Payments Online
- How To: Add a Deposit Bank Account
- How To: Do a Change of Ownership
- How To: Use the Customer Support Button
- How To: Import Units & People
- How To Edit Recurring Invoice Template Invoice Active/Due Dates
- Adding Historical Invoices and Payments Video
- How to Edit Recurring Template
- Edit Multiple Invoices Video
- Generating Future Invoices for homeowners to pay in advance
- How To: Create an Invoice
- How to Add Bill Pay Bank Accounts
- How to Record an Offline Payment
- How to Set Up Approval Rules for Payables
- How to Setup a Payment Method for your Association
- How To: Create a Recurring Template
- How To: Create a Request Form
- How To: Complete a Bank Reconciliation
- How to Create a Payable
- How to Add Bill Pay Bank Accounts
- How to Update Your Enrollment Details
- How to Verify Resale Orders
- How to Delete a Bank Reconciliation
- How to Set Up Amenity Fees
- How to Create an Amenity
- Amenity Booking Approvals
- Booking Rules for Amenities
- Setting Up Agreements for Amenities
- Share Amenity Booking Page via Email
- How to Archive or Delete Amenities
- How to Enroll in Bookkeeping
- How to Upload a Bank Statement for Bookkeeping
- How to Download Report Packets from Bookkeeping
- How to Import the Chart of Accounts
- How to Import Payments
- How to Import Transactions
- How to Import Vendors