Getting Started

• Signup and Activation
• Login
• Trial and Subscription
• RunHOA Support

HOA Setup

• Initial Setup
• Create Users
• Create Security Roles

Directory

• Units
• Owners
• Board/Officers
• Committees

Dues and Payments

• Introduction
• Create Fees
• Apply Fees
• Send Dues Email
• Apply Checks
• Dues Log
• Aging Report
• Paying HOA Dues

Vendor Management

• Vendor Information
• Vendor Invoices
• Vendor Log

Finance Manager

• Chart Of Accounts
• Budget
• Deposits
• Withdrawals
• Transfers
• Bank Reconcilation
• Bank Register
• Transaction Reports
• Income Statement
• Check Printing
• 1120H Tax Form
• Balance Sheet
• Yearly Transition
• Dashboard
• Change Financial Year
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Online Requests and Approvals

• Request Form Process

Reporting Violations

• Violation Form Process

Expense Forms

• Expense Form Approval Process

Communications

• Using Email Blast

Calendar

• Add Events to your Calendar

Documents

• Store and Share Governing Documents
• Store and Share Newsletters
• Store and Share Meeting Minutes

Website Builder

• Create your Custom Website

E-Voting

• E-Voting Introduction
• How to Create A Ballot
• How to Vote
• Voting Results

Signup Forms

• Create Signup Form

Membership Card

• Print Membership Card