Finances

The Finances section gives board members a full picture of the HOA's financial activity — dues collected, outstanding balances, and individual unit ledgers. Regular members can view their own dues balance and payment history. This article covers what each part of the Finances section shows and how to use it.

Who can access the Finances section?

The full Finances dashboard is available to board members with the President or Treasurer role. Regular members have a more limited view: they can see their own dues balance and their own payment history, but not other units' information.

What does the financial dashboard show?

The dashboard summarizes the HOA's overall financial position:

• Total dues collected
• Total outstanding balances across all units
• Number of delinquent units (past due beyond the grace period)

Use this view for a quick health check before board meetings or when preparing reports.

How do I read the transaction history?

Go to Finances → Transactions to see the full log of payment activity for the organization. Each row shows:

• Unit number and member name
• Payment amount
• Payment method (ACH, card, manual)
• Date
• Status: pending, succeeded, or failed

You can scroll or filter the list to find a specific payment. Failed transactions indicate a payment that did not go through — the member needs to retry.

How is a unit considered delinquent?

A unit becomes delinquent when its dues are past due and the grace period has elapsed. The Finances dashboard shows a count of delinquent units and lists each one with the amount owed.

Fourplex does not automatically send payment reminders. The board is responsible for following up with delinquent members directly — typically through the Inbox or by phone.

How do I record a payment made by check or cash?

When a member pays outside of Fourplex (check, money order, cash), you need to record it manually so the ledger stays accurate.

1. Go to Finances → Transactions and click Record Payment.
2. Select the unit and member.
3. Enter the amount, payment method, and date of payment.
4. Save. The payment appears in the transaction history and updates the unit's balance.

Manual payments are marked as such in the transaction log.

How do I view the ledger for a specific unit?

Go to Finances and select the unit from the unit list, or search by unit number or member name. The per-unit ledger shows all transactions for that unit: charges, payments, credits, and any outstanding balance.

How do I see which members have autopay enabled?

Go to Finances → Units (or the per-unit view). Each unit shows whether autopay is currently active. Members manage their own autopay enrollment through their account settings or the billing setup flow.

Can I set a different dues amount for a specific unit?

Yes. Per-unit dues overrides are configured in Dues Config, accessible from the Finances section. This is useful when units have different square footage or other factors that affect their share of HOA costs. An override applies only to the specified unit; all other units continue to use the standard dues amount.