We knew most small, self-managed associations use Excel/Google Sheets, which are very powerful and flexible. For our budget tool we didn’t want to compete with them so we focused on simplicity and consistency with the transactions page. Line Items The line items for the budget tool are controlled by the financial categories: To add new…
The Stripe dashboard is almost too powerful. You can get yourself into some trouble if you start clicking around and adding and editing users and adding editing payments. It’s your account and you can use it how you please, but our suggestion is that you should really only go into the Stripe Dashboard to add…
Thankfully, signing-up to make payments to your association via Stripe is pretty straightforward. If your group has enabled online payments, you’ll see a blue button on your home page to start the account connection process. Search for your bank and, if it’s listed, selected it, then follow Stripe’s sign-up instructions. If you can’t find your…
The Stripe sign-up process for the association is a bit complicated, so we provide this guide to help walk you through it. Stripe periodically updates their sign-up process, so if you notice something out of date, please let us know via your site’s help page or the tech support chat widget. The first step is…
One of the most powerful features of Community Ally’s tools is the private group email addresses. We offer the ability for you to define your own custom group email addresses that will forward to any members you select. You can define and modify custom group email addresses at the bottom of your directory page. Creating…
It’s easy to backup your site data. Visit each of these locations to choose what you want to back up: Documents: Go to the Documents page then click “Generate Zip Of All Files” in the bottom right of the page to generate a zip file of all documents. You may also want to do this…
Did you get the “we cannot send to group addresses in the CC field” or the “cannot send to multiple group addresses” auto-reply to one of your emails? Well, we’re sorry because it’s probably irritating, but there’s good reason, so please forgive us. One more the most complicated features of Community Ally’s software is the…
Sometimes you’ll notice a resident’s email address is red in the Manage -> Residents grid. If you click on that resident you can see the reason for the error. Here is a description of the error codes. All but SpamReport can be reactivated quickly and easily, just reach out to support via the chat box…
The “Custom Pages” features is used to create pages containing whatever content you’d like. These pages can be accessed by both residents and the general public, unlike the rest of your site which requires users be registered and logged-in. A good use of custom pages is to provide a nicer welcome experience to your site…
Need a quick overview of board role responsibilities? Here you go! These can obviously vary from organization to organization. Find what’s required by law where you live and choose what works best for your association. All Positions ● Enforcement of rules defined in the bylaws President Acts as Chief Executive Officer of the organization Presides…