Main AppNFlat Navigation

General organization of the application

The different sections offered by AppNFlat are directly inspired by the organization of a building:

• The units of the building
• The owners and tenants
• The suppliers
• The banks
• The accounting
• The communication within the building
• The requests of the co-owners and tenants
• The documents of the building
• The services of the building
• The administrative management of the building (maintenance, general assemblies, etc.)

In addition, there are the sections that let you manage the application:

• The settings of the building
• Your account
• The documentation and support
• What’s new
• Notifications

Each section corresponds to a menu with a certain number of sub-sections, as detailed below.

Switching between buildings and building groups

At the top of your screen, you’ll find a dropdown menu that displays the name of the building or building group you’re currently working on. This menu allows you to:

• Navigate between your buildings: click on the current building name to see a list of all the buildings you have access to. Select a building to switch to it.
• Navigate between your building groups: if you manage several grouped buildings, you can access the building group view, which lets you manage certain features centrally (such as requests, posts and email templates).

When you switch between buildings or building groups, AppNFlat keeps you on the same type of page. For example, if you’re in the “Requests” section of one building and switch to another building, you’ll remain in the “Requests” section of the new building.

Main menu

The main menu bar is located on the left side of the screen, and at the top of the screen on a phone. To navigate, just click on one of the following sections.

The sections you see depend on your permissions and on the options enabled for your building: the ones you don’t have access to are not shown.

Building		Takes you back to the dashboard of the building you are working on Outside of a building, lists every building you have access to Shows your building group’s logo instead of the AppNFlat one when it has one
Dashboard		General information on the building (number of units, of parkings, etc.) Balance of the bank accounts Condo fees owed by the co-owners Payments owed to suppliers, and payments waiting for your approval Shortcuts to a unit or supplier account statement, to record a condo fee payment, to create a supplier, etc.
Units		All the transactions of the units (billing and payment of the condo fees, etc.) Information on each unit (parkings, lockers, vote shares, owners, tenants, insurance, etc.) Charges and penalties (late payment interest, returned cheque, keys, etc.) Bank deposits of cheques and cash (including the registration of the cheques received from the co-owners) Transfers and preauthorized payments (including returned transfers and collection through Otonom Solution) Reports (list of units, of parkings, of lockers, units without insurance, water heaters to replace, units with an outstanding balance)
Owners & Tenants		List of all the owners and tenants Information on each person (address, phone numbers, emails, etc.) Reports (list of the owners and tenants)
Suppliers		All the supplier transactions (invoices, payments and credit notes) Approval of the invoices and of the payments Information on each supplier (address, phone numbers, emails, etc.) Management of the bids Reports (list of suppliers, amounts owed to suppliers)
Banks		All the transactions, per bank account Information on the bank accounts Bank reconciliation Reports (list of the bank accounts)
Accounting		Transactions per accounting category Chart of accounts Book entries Financial statements Budget Opening and closing of the fiscal year Reports (budget, financial statements, list of transactions)
Communications		Posts (from the administration or from the co-owners) Configuration of the automated emails Configuration of the post templates Follow-up of the emails that were sent
Requests		Management of the requests of the co-owners and tenants Tasks to carry out Templates of standard answers Request types and tags Reports, and requests that were deleted A red badge on this icon shows the number of unread emails.
Documents		Management of the documents of the building
Services		Calendar of the building Parcel deliveries Room reservations Reservable spaces
Administrative Management		Follow-up of the maintenance tasks (one-off and recurring) Configuration of the maintenance categories Organization and follow-up of the general assemblies Reports (tax documents, senior tax credit)
Settings		Information on the building (address, alert threshold, number of approvals required for payments, etc.) Management of the users and of their permissions Registry of the units, parkings, lockers and vote shares Vault of the sensitive information of the building Activity logs
Account		Your personal information and the language of the application Security of your account (password, two-factor authentication, passkeys) Your notification preferences and your email signature List of the buildings you have access to Contacting support and deleting your account
AI Assistant		Opens the assistant that answers your questions about the building
Documentation		Opens this documentation in a new tab
What’s new		The latest changes and additions made to AppNFlat
Notifications		Alerts for the new payments to approve Alerts for the new requests The notification preferences are set in your account
Return to the current fiscal year		Only shown while you are consulting an archived fiscal year

When you are not inside a building, the menu also shows AppNFlat Subscription, which gives access to the management of your subscription.

Sub-menus

For each section of the main menu, a sub-menu is available at the top of your screen. As with the main menu, only the tabs you have access to appear there.

Main menu	Sub-menu
Dashboard		No sub-menu
Units		Transactions
		Deposits (with the Deposits and Registered cheques tabs — also where returned cheques are recorded)
		Transfers (with the Transfers and Units paying via wire transfer tabs, plus an Otonom Solution and an EFT tab when those integrations are enabled — also where returned transfers are recorded)
		Unit information
		Charges & Penalties
		Reports
Owners & Tenants		Owners & Tenants information
		Reports
Suppliers		Invoices
		Approvals
		Payments
		Transactions
		Bids
		Supplier information
		Reports
Banks		Bank Statement
		Bank Accounts
		Reconciliation
		Reports
Accounting		Transactions
		Chart of accounts
		Book Entries
		Financial Statements
		Budget
		Category sections (building groups only)
		Fiscal Year
		Reports
Communications		Posts
		Automated Emails
		Posts Templates
		Sent emails
Requests		Requests
		Tasks
		Answers Templates
		Requests Organization (types and tags)
		Reports
		Deleted requests
Documents		Documents
Services		Calendar
		Parcels
		Room Reservations
		Reservable Spaces
Administrative Management		Maintenance
		Maintenance Categories
		General Assemblies
		Reports (tax documents)
Settings		Settings
		Users
		API Keys (building groups only)
		Vault
		Logs
Account		No sub-menu (the account page has its own tabs)