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General Settings

To access the administration panel, navigate to the Administration tab in the left navigation menu.
Click on the Edit button.
Modify the parameters.
Click the Save button to apply your changes.

General Settings

Building Name	Name of your building.
Email	Name of your building.
Phone	Phone of your building.
Street	Address of your building.
City	City of your building.
State	State of your building.
Zip Code	Zip Code of your building.
Country	Country of your building.
Time Zone	You cannot change these settings. If they are incorrect, please contact support.

Requests

Mandatory Request Type	If set to true, all new requests will need to have at least one type associated to them. Click to learn more on request types.
Email	Email address used by co-owners to send requests. This address cannot be modified.

Payments

Default Bank Account	This setting allows you to specify the bank account into which your condo fees will be collected as well as the bank account used for Otonom payments
Bank Balance Alert Threshold	When you make a payment, an alert message will be displayed if, after this payment, the balance of your bank account becomes lower than a threshold that you define in this section.
Otonom Solution ID	To activate Otonom, simply enter your Otonom ID. Pay invoices via Otonom: Enter the supplier’s bank details in the Suppliers / Supplier section When creating an invoice, choose Otonom Solution as the payment method After approval, if you have not activated the automatic sending to Otonom, click the Send payment to Otonom Solution button on the supplier’s transactions page or Dashboard Collect pre-authorized payments: Activate payment by Automatic Deposit in the Units / Unit section Enter the co-owner’s bank details in the same section Click Send to Otonom Solution on the Payments / Otonom Solution page to trigger collection from all units paying by pre-authorized transfer
Automatically send unit payments to Otonom	When you collect unit payments through Otonom, they will be directly collected via Otonom if this setting is enabled. Otherwise, in order for the units’ payments to be collected by Otonom, you will need to click on the Send to Otonom Solution button available in the Payments / Otonom Solution section.
Automatically send supplier payments to Otonom	When you pay an invoice through Otonom, and when this payment has been approved, it will be sent directly to Otonom if this setting is enabled. Otherwise, in order for the supplier’s payment to be communicated to Otonom, you will need to click on the Send payment to Otonom Solution button at the bottom of the supplier’s transactions page or on your home page.
Nb of Approvals Required	When set to 0: No approval of payment is required. When set to 1 or more: Payments will require the specified number of approvals. Only users with the type Administrator approving payments can approve payments When you pay a vendor, each administrator will be notified and can approve the transaction Once the required number of approvals is obtained, you can print the check with the signatures of the approving administrators Each approver can scan their signature in their account section
Payment methods requiring approval	Payment methods requiring approval can be specified in the Payment methods requiring approval section. You can choose to set up an approval process for the following payment methods: Cash Checks Credit card Debit card Transfers Otonom Solution Pre-authorized debits

Accounting

Fund Accounting	If your accounting is per fund, activate this setting in order to ventilate your accounts to different funds (operation, self-insurance, contingency and maintenance). When enabled, each category must be assigned to a fund, and you can generate separate financial reports for each fund.
Language for Condo Fees Invoicing	Select the language in which automatic transactions (such as condo fees) will be created.
Currency	You cannot change these settings. If they are incorrect, please contact support.