Viewing 12-Month Accounting History

One popular feature with the TOPS Community Web Site Service is the 12-month accounting history for residents. This feature displays each owner's AR owner balance history for the past 12 months from the time of upload. You may also optionally upload owner history notes as well. The 12-month accounting history is a wonderful feature that is very useful both for the property manager and for the owners, allowing them to lookup someone's account status online. What's more, the file recreates itself each time you upload, updating the 12 month record to the time of the upload.

To see this feature, owners can click ''Account Info '' on the left menu. Then, at the bottom of the Balance/Payment Info, ''Click here for Account History''. This will display assessments, payments, late fees, any credits, and the balance forward for the owner's account. Administrators with a security level of ''1'' may view owner's 12-month history by going to the Address Book, opening an owner's record, clicking ''View Account Info'', and then clicking on ''Click here for Account History''.

Things to consider when uploading 12 Month History

Using Live Updates?

Please note that none of the accounting information or other account records are included in the live updates. These items still require a standard nightly upload.

12 Month Balance does not match Current Balance?

If there is an entry in the account that has been backdated, then it will cause the running balance to go out of synch with the web site record. To fix this, open a ticket with web site support, websupport@topssoft.com. To prevent this from happening, you should not backdate entries in TOPS.

By: Tasha Williams Beard
Production/Support Manager
AtHomeNet, Inc.