Getting Started

• Signup and Activation
• Login Access and Adding App to Iphone/Android
• Trial and Subscription
• RunHOA Support

HOA Setup

• Initial Setup
• Create Users
• Create Security Roles
• New User Registration

Directory

• Units
• Owners
• Board/Officers
• Committees
• Import Units and Owners

Dues and Payments

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

Vendor Management

• Vendor Information
• Vendor Invoices
• Vendor Log

Finance Manager

• Chart Of Accounts
• Budget
• Deposits
• Withdrawals
• Transfers
• Asset Journal
• Liability Journal
• Bank Reconciliation
• Bank Register
• Transaction Reports
• Income Statement
• Balance Sheet
• 1120H Tax Form
• Dashboard
• Change Financial Year
• Check Printing
• Yearly Transition
• Financial FAQ

Online Requests and Approvals

• Request Form Process

Reporting Violations

• Violation Form Process

Expense Forms

• Expense Form Approval Process

Communications

• Using Email Blast
• Using Print Mail

Calendar

• Add Events to your Calendar

Documents

• Store and Share Governing Documents
• Store and Share Newsletters
• Store and Share Meeting Minutes
• Store and Share General Documents
• Uploading Documents to RunHOA – File Size Limit

Website Builder

• Create your Custom Website

Amenity Management

• Managing Amenity Reservation

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

Creating Stripe Account

• Create Your Stripe Connected Account