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HB

HOA Board Members Reports

Each month, for each association, this Bot will prepare the HOA Financial Reports and distribute to each Board Member.

Industry:

Real Estate

Function:

Property Management

Steps

  1. Log in to Property Management Software.
  2. For each association, prepare the Statement of Income and Expense, Balance Sheet, General Ledger, Accounts Payable Report, Cash Disbursements Ledger, Bank Reconciliation, and Account Delinquency Reports.
  3. Email to predefined distribution list per each association.
  4. Update exceptions and results log.

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