Maria Reyes

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  • Fund Balance Sheet Report

     Description  This report shows a list of the balances in all general ledger accounts broken down by funds. You can view this report on screen, or you can export it to print it. This guide will als...

  • TOPS [ONE] Release Notes (Version 6.3.0.6)

    Release Date November 18th, 2020 The TOPS [ONE] development team is adding multiple new additions and updates to the platform today. As a web-based product, there is no action for users to take. Y...

  • TOPS [ONE] Release Notes (Version 6.3.0.5)

    Release Date November 11th, 2020 The TOPS [ONE] development team is adding multiple new additions and updates to the platform today. As a web-based product, there is no action for users to take. Y...

  • TOPS [ONE] Release Notes (Version 6.3.0.4)

    Release Date 11/4/2020 The TOPS [ONE] development team is adding multiple new additions and updates to the platform today. As a web-based product, there is no action for users to take. Your system...

  • Owners - Print / Email History

    TOPS [ONE] Version 6.3.0.4   Description  The Owner Payment History is used to display all financial transactions within a homeowners ledger. This ledger can be printed or sent to an owner via emai...

  • Adjustments - Refund Owner Credit TOPS [ONE]

     TOPS [ONE] Version 4.2.6.5   Description Owner refunds are done when an owner has a credit in their prepaid balance and that credit needs to be returned to the owner.  Sometimes someone overpays ...

  • TOPS [ONE] Release Notes (Version 6.3.0.3)

    Release Date October 28th, 2020 The TOPS [ONE] development team is adding multiple new additions and updates to the platform today. As a web-based product, there is no action for users to take. Yo...

  • Community Report Packages (Report Package Builder)

    Related Links  Report Packages Overview Global Report Packages   Description  A report package is a great way to run multiple reports and group them into one PDF report for ease of distribution ...

  • Activity Feed

    TOPS [ONE] Version 4.2.0.3   Description  From the Activity Feed, you can preview and, on some transactions, you can perform some additional actions without leaving the page.   This guide will go o...

  • Invoices & Statements - Using Scanlines

    Description   In order to use scanlines on your AR statements, your portfolio will need to have required information filled out, and the correct merge code on your statement template,  The necessar...