Condo Manager Tip: Scanning Invoices

Condo Manager Tip: Scanning Invoices

 

Did you know Condo Manager can help you keep your paperwork – invoices, letters, legal documents, contracts, etc – organized in the software? Our paperless management system allows you to scan documents directly into Condo Manager with any “TWAIN” compliant scanner.When you pay your association invoices, scan the invoice by clicking on “Attached Files.” You can then access a PDF copy of the invoice at any time. When it’s time to prepare your monthly board financials, you can include these in your report. Go to Financial Statements -> Monthly Report. Click on the “Bank Reports tab.” Under Check History, check the box “Merge PDF files attached to the invoices.” Condo Manager will now pull all invoices for the period and match them up behind the Check Register in the order they were paid!

You can also do the same thing with your bank statements and bank reconciliations. Under “Bank Reconciliation,” check the box “Merge PDF files attached to the bank reconciliation” and Condo Manager will pull a PDF copy of all bank statements you have scanned in for that period.

This is just one of the many ways we can help your management company save time and improve productivity. We created our accounting and management software specifically for the homeowner association industry. If you are currently looking for a new management software system, please contact us today! Hundreds of management companies and self managed associations trust Condo Manager with their associations and we would love to help you.