What does it mean to sync Owners / Members?
We understand that many long time HOA Messenger users already have many residents already signed up on the app or input into the Residents section. Rather than having to input owner / member information all over again you can sync those residents to the Accounting Feature with ease. However, if you are new to HOA Messenger, you will have to first add residents to the Residents section before you can sync.
How to Sync Owners / Members to the Accounting Feature?
1 ) Back in the income section of the Accounting Feature, select “Sync Resident List”.
If you don’t have any Residents in your Residents Section, then before you can sync Owners / Members, you first need to add new owners to the Resident Section.
2 ) Select the users you wish to link to the Accounting section by either clicking the “select all” or select each member you wish to sync individually by clicking the box next to their information.
3 ) After selecting the residents you wish to sync, click “Sync Selected residents”
4 ) That’s it! Your Owner’s / Members are now synced to the Accounting Feature!
If you don’t have any Residents in your Residents Section, then before you can sync Owners / Members, you first need to add new owners to the Resident Section.
You can also schedule Zoom call 👩💻or a phone call 📞 with a member of our team to clarify any additional questions you have.