Finances

Your building administrator controls what financial information you can access. Depending on your building’s settings, you may:

• View transactions related to your unit
• Download your account statement
• See your current balance

Viewing Your Unit’s Transactions

If financial access is enabled, you can view transactions for your unit:

1. Click on Units in the left navigation menu.
2. Select your unit from the list.
3. Go to the Transactions sub-menu.

Table

	When clicking on the icon, you can access the transaction details
Date	Transaction date
Counterpart	If transaction is a payment, the counter part is the bank, if it is an invoice, the counterpart is a revenu account.
Description	The transaction description entered by your building manager
Payment	Payment mode (if any): check, wire-transfer, etc.
Inv	Invoice number (if any)
Check	Check number (if any)
Deposit	Deposit number (if any)
Invoiced	Amount invoiced to your unit account
Paid	Amount paid by you

Tip

A negative and red balance means you owe money to the building. A positive and green balance means you have a credit on your account.

Questions About Your Finances

If you have questions about the charges on your account, your payment options, missing transactions, or your account balance, please contact your building administrator. They can provide detailed explanations and help resolve any issues.

Downloading Your Statement

If available, you can download or receive your unit statement:

1. Navigate to your unit’s transaction page
2. Look for the Unit Statement button
3. Choose to either:
   • Download the statement as a PDF
   • Have it sent to your email address

Your statement includes:

• All transactions for a specific period
• Your current balance
• Payment history

Setting Up Automatic Payments

Some buildings offer automatic payment options. Contact your building administrator to learn if this option is available and how to set it up.