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New Association Configuration

To ensure your new association is correctly configured to meet your requirements, we recommend reviewing and updating the following items as necessary:

General

  • Association Logo

Accounting: General Ledger

  • Confirm Chart of Accounts (Accounting > GL > Chart of Accounts)
  • Enter Budget (Accounting > GL > Budget)
    • If fiscal year is incorrect, please email support@smartwebs.com to update immediately. To avoid extra fees, this needs to be updated before any transactions.
  • Enter Journal Entries for Beginning GL Balances (Accounting > GL > Journal Entries)
  • GL Funds - Make edits if needed (Accounting > Settings > GL Funds & Categories > GL Funds)
  • Report Categories - Make edits if needed (Accounting > Settings > GL Funds &
  • Cost Centers - Make edits if needed (Accounting > Settings > GL Funds & Categories > Cost Centers)
  • Default GL Codes - Make edits if needed (Accounting > Settings > Default GL Codes)

Accounting: Accounts Receivable

  • Charge Codes - Make edits if needed (Accounting > Settings > GL Funds & Categories > Charge Codes)
  • Payment Order - Make edits if needed (Accounting > Settings > GL Funds & Categories > Charge Codes)
  • Import Beginning Homeowner Charge Balances (Accounting > Receivables > Homeowners)
  • Manually enter Beginning Homeowner Credit Balances (Accounting > Receivables > Charges & Credits)
  • Create Homeowner Groups (Accounting > Receivables > Groups)
  • Create Recurring Charges (Accounting > Receivables > Groups)
  • Merchant Payment Options (Accounting > Settings > General Options)
    Accounting: Statements
  • Statement Settings - Make edits if needed (Accounting > Settings > Statements)
  • Statement Template - Make edits if needed (Manage > Workflow > Templates: Accounting > Statements)

Accounting: Collections

  • Create Legal Statuses (Accounting > Settings > Legal Statuses)
  • Add Legal Statuses to Homeowners (Accounting > Receivables > Homeowners)
  • Collection Letters - Make edits if needed (Manage > Workflow > Templates: Accounting > Collections)
  • Collections Levels/Stages - Make edits if needed (Accounting > Settings > Collections > Collection Levels Setup)
  • Late Fees - Make edits if needed (Accounting > Settings > Collections > Late Fee Setup)
Accounting: Banking
  • Bank Account Setup (Accounting > Settings > Bank Account Setup)
  • Reconciliations Folder & Sub Folders (Manage > Association > Documents)
  • Add Association to Validation File (Manage > Company > Profile)

Accounting: Accounts Payable

  • Add/Import Company Vendors (Manage > Vendor Management > Vendor Management)
  • AP Integration (Strongroom or SmartPayables) (Accounting > Settings > General Options)
  • 1099's (if needed) (Manage > Vendor Management > 1099's > 1099's Settings)

Accounting: Financial Reports

  • Management Reports - Hide as needed  
  • Build Report Packets (Accounting > Reports > Report Packets)

Architecturals

  • Configure Settings (Arc > More > Additional Settings)
  • Setup Online Submit Form (Arc > More > Online Submit Form)
  • Letters & Emails (Arc > More > Letters & Emails)

Violations

  • CC&Rs (More > CC&R’s)
  • Policies (Violations > More > Violation Options > Policies)
  • Letters (Violations > More > Violation Options > Letters)