How can you automate your homeowners' association's account statements? 💰

How to Automate Your Community's Account Statements?

Follow these steps to automate the generation of your community's account statements:

Step 1: Log in to Munily and then go to the "Estado de Cuenta (Account Statement)" module.

• You’ll see the Munily login screen. Enter your credentials.
• Once logged in, navigate to the “Estado de Cuenta” section.

Step 2: Go to the "Update Account Statements" tab and select the file containing the transactions from your accounting system.

• On the "Account Statements" screen, locate and click the "Update Account Statements" tab.
• You’ll be prompted to select a file. Click on it and choose the file containing the transactions from your accounting system.

Important: Once imported, you can filter the transactions by selecting the unit and the desired date.

Step 3: Go to the "Collection Management" tab. There, you can review and filter the units that are in arrears and those that are current.

• Go to the "Collection Management" tab.
• In this section, you’ll see a list of units. Use the filtering options to identify units with outstanding payments (in arrears) and those that are up to date.

Step 4: To generate the billing, go to “Actions,” select the units to be billed, and then click “Bill.”

• In the “Billing Management” view, locate the “Actions” option.
• Select the units for which you want to generate the payment request.
• Finally, click the "Collect" button.

It’s that easy to generate a payment reminder for the selected units via email and the app.

Don’t forget! In the "Edit" tab, you can:

1. Edit the invoice due date: Enter the due date for your community’s invoice.

   • In the edit window, you’ll find the “Edit Invoice Due Date” option.
   • You’ll be asked to enter the number of days until the due date. For example, if invoices are due 15 days after creation, enter the number 15 here.
   • Click “OK” to save your changes.

2. Edit Units and Owners: Add a new unit by clicking “Add New Accounting Unit,” fill in the details, and click “Save.”

   • In the “Edit” tab, select “Edit Units.”
   • On the "Edit Unit" screen, you can search for existing accounting units or add a new one.
   • To add a new unit, click the "Accounting Unit" button and fill in the required fields.
   • Be sure to fill in all fields before continuing.
   • Click "Save" to save your changes.

3. Edit Payment Methods: Here, you can add the available methods for paying the fee.

   • On the “Edit” tab, select “Edit Payment Methods.”
   • In the “Payment Methods” section, enter the payment methods available for paying the maintenance fee. These methods will be visible to homeowners in the app.
   • Click "OK" to save the payment methods.

And that’s it! It’s that easy to automate your community’s account statements. Amazing, isn’t it?