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Help Center

Management Company and Boards/Councils

Management Company and Boards/Councils

Vendor Management

Add a vendor

Register a new vendor

Find invoice submission email

Invoices

Code and/or approve invoices

Manually create an invoice

Reject invoice, request vendor update, or move invoices to other clients

Approve an invoice - invoice approvers only

Auto-code and/or auto-describe invoices

Update email notifications

Searching for Invoices with Advanced Search

Mass download invoices

Track vendor invoices

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Utilities

Add or Edit Utility Portal Login Credentials

Account Enrollment Statuses

Add vendor account numbers

Auto-discover Utility Vendors and Accounts

Payments

CondoWorks New Payments activation

Create a payment

Approve a payment

Approve a payment - Board/Council Member

Register as a Board/Council Member

Release a payment

Track a payment

Updating Payment Approvers

Reissue a Cheque payment

What is a PEP / HIO?

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Admin

Manage user permissions

Create a user

Clone Approval Rule Conditions

Add Approval Rules to a User

Create a new client

Condo Manager - next cheque enhancement

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Purchase Orders

Create a purchase order

Approve a purchase order