New features & improvements in Buldium's Association Edition
July 14th, 2008
- Improvements to the way homeowners pay their association fees online
- Print two voucher checks with one or two signature lines
- Print checks and deposit slips using blank or pre-printed stock
- Adjust your printer alignment settings for checks and deposit slips
- Specify a default expense account for your vendors
- Reconcile bank accounts directly from the Banking area
- View uncleared transactions on the bank reconciliation report
- Automatically apply discounts when association fees are paid on time
- Pay all your bills or only those for a specific vendor or association
- Report owner occupancy information for condos and HOAs
- New task and work order improvements
- Create and maintain recurring tasks
- Create a task on behalf of a homeowner
- Add an attachment to a task
- Maintain your own list of task categories
- Create a work order by iteself or from a task
- Generate a bill from a work order
- See how long a task has been open
- Generate a work order as a PDF
May 10th, 2008
- Filter your activity log by activity type
- See when vendors and other users last logged in
- Create your own categories for vendors, documents, tasks and more
- Create recurring payments or credits for homeowners
- Edit paid bills or checks recorded to pay those bills
- Add vendors more quickly when entering bills or checks
- New late fee settings
- Charge a one-time or daily fee as a percentage of outstanding charges
- Charge a one-time late fee as a percentage of recurring charges
- Charge a late fee on outstanding charges for specific accounts
- Charge a late fee if the balance is more than a specified amount
- Set a maximum late fee amount charged per month
- And more
March 5th, 2008
- Give users read-only access to your data to prevent them from making changes
- Create recurring checks or bills to avoid having to enter them each month
- Generate consolidated trial balance, balance sheet and general ledger reports
- Queue refund checks for printing directly from the Issue Refund screen
- Add vendors more quickly when entering bills or checks
- Organize vendors using vendor categories
- Associate documents with your vendor records
December 24th, 2007
- Use the new Activity Log to view all the changes made to financial records and by whom
- Upload attachments to payment records
- Run the Budget vs Actuals report for the year, month or quarter
- Attach notes and documents to units, homeowners, and vendors
- Share documents with homeowners and vendors
October 15th, 2007
- Save reports as CSV files, Excel or PDFs
- Use your own email address when sending system generated emails
- Search bills by reference number or filter by due date
- View a list of recorded checks with the new check detail transaction report
- View transactions by account via the new transaction detail by account report
- Enter multiple notes for properties, units, and homeowners
- Generate mailings using a library of standard form letters or create your own
- Print mail merge documents yourself or mail them using our EZ MailerTM service
- Compare year to date figures with the current period on all income statement reports
September 18th, 2007
- Specify how many days in advance to automatically post recurring ledger charges
- Print receipts when recording association owner payments
- Delete discussion topics and posted replies
June 13th, 2007
- Print checks on blank laser check stock straight from your computer
- Mail checks to vendors with the new online bill pay service
- Send owner statements through the mail automatically with the new EZ Mailer™ service
- Automatically calculate metered charges that include a minimum charge
May 10th, 2007
- Automatically post recurring charges each week, month, or year
- Forecast income and expenses for your association with improved budgeting
- Move out association owners with the new move out wizard
March 23rd, 2007
- Keep a complete set of books with our full general ledger accounting
- Use the standard chart of accounts or customize it to suit your needs
- CRun dozens of new reports including the income statement, balance sheet and general ledger
- Chose either cash or accrual accounting basis when viewing financial reports
- Save reports using Adobe's Portable Document Format (PDF) or Microsoft Excel
- Find transactions quickly and easily via the new, interactive general ledger
- Make general journal entries to balance any general ledger account
- Move-in association owners using the streamlined move in wizard
- Enter banking transactions and track balances using the new bank account register
- View balances by account on the improved owner ledgers
- Print professional looking statements directly from the owner ledger
- View vendor bills and payments on the improved vendor ledger
October 20th, 2006
- Learn how to setup late fees via the new calculating late fees tutorial
- Automatically generate late fees based on your association's procedures
- Generate work orders from maintenance requests submitted by owners
- View all work orders via the new work orders report
- Email association owners directly from within Association Edition