26 articles Community Ally

E-forms

E‑forms provide a way for associations to replace paper processes with online workflows. An administrator can design a template with one or more steps, assign each step to specific roles and collect information via various field types. Accessing the E‑Form Template Editor To manage templates, log into your Community Ally site as a site admin.…

The Maintenance Tool

The maintenance tool (Click Documents & Info, then Maintenance) is a simple page to track improvement projects to your building or community. Many associations have recurring maintenance on a fixed or variable scheduled. For example, many condo associations in Chicago need to clean the building grease trap on a regular basis. Occasionally pipes back up…

The Budget Tool

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…