Incoming invoices
Incoming invoices are bills you receive from vendors, such as utilities, maintenance, repairs, or service providers.
Assign incoming invoices to a property or fund when they belong to a specific building or reserve. This keeps documentation close to the costs it supports.
Funds
Funds help you track reserve balances or building-level money such as maintenance funds, renovation reserves, or shared cost pools.
Use funds with transactions and related invoices to keep a clear history of how money was collected, spent, or allocated.
Keep source documents attached
When a cost affects owners, residents, tenants, clients, or a property budget, attach or record the vendor bill so the calculation can be explained later.