Category: (04) Accounting

GENERAL INFO ONLINE PAYMENTS ERRORS AND PROCESSING ISSUES GENERAL INFO: Payabli is a 3rd party vendor that securely processes homeowner payment online through the Resident Portal. If a homeowner has not been on the Resident Portal to set up their secure account for the first time, an email can be sent to them to invite…

General Information Collection process timeline How to stop the collection process Collection process for Special Assessments GENERAL INFORMATION When assessments are unpaid, the collection process proceeds according to the association’s Collection Policy. The Collections Representative in the Accounting Department has access to the Collection Policy and can answer questions that cannot be handled by Community…

Paying Special Assessments Paying Normal Monthly Assessments Check Research – “Missing Checks” Stop Payment on Assessment Checks Bank Billpay/Auto-Withdrawal through Owner’s Bank Credit Card Payments Thru Resident Portal/Payabli Recurring Resident Portal/Payabli Credit Card Payments Miscellaneous Payment Information Check Posting in SnapHOA Management App Refunding Overpayments Requests To Transfer Funds From One Account To Another PAYING…

General Information Grace Periods Removing a Late Charge or Interest Charge Late charges and interest charges are applied according to the association’s Collection Policy. Any questions regarding the Collection Policy should be directed to the manager.  GENERAL INFORMATION Any account with a past due assessment balance regardless of the amount will be charged a late charge…

Occasionally, vendors will reach out to inquire if we have received their invoice, what the status of their payment is, to report a lost check and/or to request a reissue of a check, or to report that they received a check from us and they are not sure what it is for.  The Community Manager,…

General information Billing Address Coupon Books Statements (& printing a ledger/Resident Transaction Report) E-Statements Statements for HOA’s that are new to Action GENERAL INFORMATION Homeowners are typically billed either by monthly/quarterly/bi-annual statements, or by annual coupon booklets. A list of the associations currently using coupon booklets (and a list of associations that have unique billing),…

Only Speak to the Homeowner *** VERY IMPORTANT*** Written consent to speak to non-owner Deceased owner Payment info for non-owners Caller claims to be on title Caller is on title but has new name (married/divorced, etc.) New homeowners Check Account Status – Legal ***VERY IMPORTANT*** Check for Special Assessments ***VERY IMPORTANT*** Requests to Waive Late…