Eve DuBose

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Activity overview

Latest activity by Eve DuBose
  • Eve DuBose created an article,

    Validate Completion of 3rd Party Applications and Automated Workflows

    Please follow the steps below to confirm that your automated workflows and third-party integrations have completed successfully. If you encounter any issues or have any questions during the validat...

  • Eve DuBose created an article,

    Bank Reconciliation Report included in Report Packages & Workflows

    Description  This update provides a more streamlined way to include the Bank Reconciliation report as part of a Report Package and a workflow automation template.   Step By Step - Packages 1) Repo...

  • Eve DuBose created an article,

    Enhanced Community Lists Page

    In response to customer feedback, we have enhanced our Community Lists Page by adding sort functionality in Name, Users, Communities columns. You can now click the arrow to ascend or descend allowi...

  • Eve DuBose created an article,

    Owner Adjustment Print Report

    Description  The Owner Adjustment Report header will not include the batch number, accounts, and as-of-date for an owner adjustment. After you’ve posted an adjustment, to view the batch number and ...

  • Eve DuBose created an article,

    Community Fact Sheet

    Description  The community fact sheets in the community index page allows you to quickly and easily access important data related to my community all in one place.    Step By Step  1)  Go to Commun...

  • Eve DuBose created an article,

    Export Report Packages in Excel

    Description  We have added the ability to export report packages in Excel (xlsx) format.   NOTE: The Excel export functionality is available for both Community Package Builder and Global Package ...

  • Eve DuBose created an article,

    Generate CSV Files When Exporting Coupons to Truist

    Description  You have the ability to generate a csv file when exporting coupons to Truist for a community to avoid the limitations of a fixed-width text file.   NOTE: With the new CSV export: Lon...

  • Eve DuBose created an article,

    Set Community-Wide Default Settings for Delivery Preferences

    Description  You can now easily establish default settings for community owners all at once eliminating the need for individual updates. New owner profiles will automatically adhere to these preset...

  • Eve DuBose created an article,

    Delivery Preference Importing

    Description  The Delivery Preference import now contains a column in the CSV file that can be used to import properties and owners, so that users do not have to change it for everyone individually....

  • Eve DuBose created an article,

    Payment History Report Update

    Description  This update allows for the inclusion of imported descriptions when a Central user is emailing or printing a payment history for a property.   Step By Step  1) On the either the Propert...