FAQ Repository Wallets (Member and Household) Manage a Household Wallet and View Wallet Transactions

FAQ Repository

Amenities (Reservations)
- An Overview of Amenity Reservations
- Create a New Amenity Listing
- Edit an Amenity
- Resolve an Amenity Damage Fee
- Review the Amenity Reservation Calendar
- Review, Approve, Reject, and Cancel Amenity Reservations
- Search for an Amenity
- Search for an Amenity Reservation
App for Mobile Devices
- An Overview of the Mobile App
  - How to Set Up a Payment Account and Pay an Invoice or a One-Time Charge in the App
- How to Search for a Paid Invoice in the App
- How to Set Your Data Sharing Preferences for the Member Directory in the App
- How to Set Your Notification Preferences in the App
- Log in to the app
- The “[Your Initials]” Menu in the App
- The “Home” Screen in the App
- The “Settings” Window in the App
- The Bottom Menu Bar in the App
Best Practices
- Bank Account Verification—and Verification Fees—for ACH Payments
- Considerations to Remember in Site Setup
- Considerations to Remember in the Document Repository
- How to Add and Edit Dropdown Names
- How to Choose Between One-Time Charges and One-Off Member/Household Wallet Invoicing
- How to Choose Custom Field Types for Forms
- How to Decide If You Need to Use Households—and Optimize Your Data Imports (Including Members) If You Do
- How to Remove Unwanted Invoices
- How Transaction Processing Fees Work
- When Not to Paste Images into Community Content
Boardroom
- An Overview of Boardroom Meetings
- Close a Boardroom Meeting
- Create a New Boardroom Meeting
- Delete a Boardroom Meeting
- Delete Files from a Boardroom Meeting
- Download Files from a Boardroom Meeting
- Download Notes from a Boardroom Meeting
- Edit a Boardroom Meeting
- Include Comments in a Boardroom Meeting
- Include Notes in a Boardroom Meeting
- Manage Documents for an Existing Boardroom Meeting
- Navigate the Boardroom Meeting Window
- Reopen a Closed Boardroom Meeting
- Review and Complete a Form for a Boardroom Meeting (Administrative View)
- Review and Complete a Form for a Boardroom Meeting (Member View)
- Search for a Boardroom Meeting
- Send Boardroom Reminders
- Send E-mailed Reminders to Boardroom Meeting Attendees
- View Closed Boardroom Meetings
- View, Add, and Delete Boardroom Meeting Attendees
- View, Add, and Delete Boardroom Meeting Managers
Calendars
- An Overview of the Calendars Feature
- Create a Calendar Entry
- Create a New Calendar
- Deactivate a Calendar
- Delete a Calendar Entry
- Edit a Calendar
- Edit a Calendar Entry
- How to add a Calendar Entry to the calendar on your device
- Search for a Calendar
- Search for a Calendar Entry
- View a Calendar
Changelog
Committees
- An Overview of the Committees Feature
- Approve or Reject Committee Member Applications
- Create a New Committee
- Search for a Committee
- View or Change the Membership of a Committee
- View or Change the Settings for a Committee
Custom Forms
- An Overview of the Custom Forms Feature
- Create a Custom Forms Page and Attach a Custom Form
- Create a New Custom Form or Survey
- Customize or Edit a Form
- Deactivate a Form
- Download Data from a Form
- Duplicate a Form
- Search for a Custom Form
Dashboards
- An Overview of Dashboards
- An Overview of the Admin Dashboard
- An Overview of the Member Dashboard
Documents
- Add a Subfolder
- An Overview of the Documents Feature
- Copy a Link to an Uploaded Document
- Create a Folder
- Download a Single Document from a Folder
- Download Multiple Documents from a Folder
- Edit or Delete a Folder
- Edit Settings for an Uploaded Document
- Preview an Uploaded Document
- Search Folders or Files
- Upload Contents to or Delete Contents from a Folder
Domain Questions
- Registering Your Web Domain and Hosting Your Website
Dues and Fees
- An Overview of Dues and Fees
- Create a New Dues and Fees Item
- Delete a Dues and Fees Item
- Delete Unpaid Invoices for Dues and Fees
- Download Invoices for Dues and Fees
- Download Overall Payment Data for Dues and Fees
- Download Payment Data About Specific Dues and Fees
- Download Summary Data About Dues and Fees
- E-mail Management for Dues and Fees
- Edit a Dues and Fees Item
- Filter the Invoice List on a Dues and Fees Summary
- Mark Payments on Dues and Fees
- Message Filtered Members About Dues and Fees
- Notes about Transaction Verification Fees
- Record and View Notes on Dues and Fees
- Resend Invoices for Dues and Fees
- Show Inactive Dues and Fees
- Sort Dues and Fees Items
- View a Summary of Individual Dues and Fees Items
- View All Your Dues and Fees
- View Household Payment Summaries for Dues and Fees
- View Payment Activity and Outstanding Dues and Fees by Member
- View Payment Summaries for Dues and Fees
- Waive Late Fees on Dues and Fees
E-mail Blasts
- An Overview of the E-mail Blasts Feature
- Send a Text or Message to Members
Events (Registrations)
- An Overview of Event Registrations
- Create an Event
- Deactivate (Cancel) an Event
- Download Payment Information for an Event
- Edit an Event
- Search for an Event
- View an Event
- View and Search Through Registrations for an Event
Financials
- Budgets
- Chart of Accounts
- How to Use the AR Dashboard
- Overall Account Settings for Financials
- Reconciliations
- Reports
- Transactions
- Vendors
HOA Start Mobile App Launch—and More
Households
- An Overview of the Households Feature
- Automatically or Manually Assign a Primary Resident to Each Household
- Deactivate a Household
- Deactivate an Address
- Delete a Household
- Delete an Address
- Download Addresses
- Download Households
- Edit Household Address Data
- Edit Household Data
- Edit Household Types
- Enter Address Data Manually
- Enter Household Address Data Manually
- Enter Household Data Manually
- Household Addresses
- Household Form
- Import Addresses
- Import Household Members
- Import Households
- Review Household Imports
- Search for Addresses
- Search for Households
- View Household(s) Attached to an Address
- View Members of a Household
Member Portal
- An Overview of the Member Portal
- Load the Member Portal
- Portal/App Setup
- Provide a Contact Address for the Member Portal
- Use or Deactivate the Member Portal
Membership
- An Overview of Membership Features
- Auto Approve Members through Member Approval
- Customize the Member Form
- Deactivate a Member
- Download a Member Report
- Enter Member Data Manually
- Filter the Member List
- Import Member Data
- Review and Edit Member Data
- Review, Approve, and Reject Members through Member Approval or Dashboard
- Send Messages to Members
Message Center
- About Message Center History
- About Message Center Templates
- About the Message Center
- Activate or Deactivate a Message Center Template
- Create or Edit a Message Center Custom Template
- Edit an Automated Message Center Template
- Reset an Automated Message Center Template
- Search for an Individual Message Recipient in Message Center History
- Search for an Individual Message Transmission in Message Center History
- Search for Specific Message Center Template(s)
- Search Message Center History
- Sort the List of Message Center Templates
- Sort the List of Message Transmissions in Message Center History
- Use a Message Center Custom Template to Send an E-blast (Message Filtered Members)
- View an Individual Recent Transmission and Its Individual Messages on Message Center History
- View Inactive Automated Message Center Templates
- View Inactive Message Center Custom Templates
My Sites
- An Overview of My Sites Features
- Filter the My Sites Cards
- View Information About and Switch Among My Sites
Newsfeed
- An Overview of the Newsfeed Feature
- Ban a Member from Posting to the Newsfeed
- Create a Post
- Create Multiple Newsfeeds with Subject Filters
- Designate a Post as a Favorite or Remove the Favorite Designation
- Edit a Post
- Pin or Unpin a Post
- Remove a Post
- Reply to a Post
- View All Pinned Posts
- View All Your Posts
One-Time Charges
- An Overview of One-Time Charges
- Create a New One-Time Charge
- Delete a One-Time Charge
- Download a Receipt for a One-Time Charge
- Download Overall Payment Data for a One-Time Charge
- E-mail Management for One-Time Charges
- Edit a One-Time Charge
- Enter Manual Payments for One-Time Charges
- Filter the Receipt List on a One-Time Charge Summary
- Message Filtered Members About One-Time Charges
- Record and View Notes on One-Time Charges
- Show Inactive One-Time Charges
- Sort One-Time Charges
- View a Summary of a One-Time Charge
- View All Your One-Time Charges
Organization Info
- Add, Update, or Remove Your Logo
- An Overview of Organization Info
- Review Your Plan Details
- Update Your Primary and Billing Contact Information
Photo Gallery
- Create a Photo Gallery Page and Set Up the Gallery
Private Messaging
- Activate or Deactivate Private Messaging
- An Overview of the Private Messaging Feature
- Create a New Message
- Edit a Message in a Conversation
- Leave a Conversation
- Refresh the Messaging Window to View New Posts
- Remove a Member from a Conversation
- Remove a Message from a Conversation
- Rename a Conversation
- Search for a Conversation
- View a Conversation
- View and Search for the Participants in a Conversation
QuickBooks® Integration
Site Setup
- An Overview of Site Elements
- An Overview of the Site Builder
- Builder, Elements & Widgets
- Pages, Templates & Menus
Sponsors
- An Overview of the Sponsors Feature
- Create a Sponsor
- Edit Sponsor Information or Delete a Sponsor
- Rearrange Sponsors
- Search for Sponsors
Sub-Admin Roles
- An Overview of Sub-Admin Roles
- Create a Sub-Admin Role
- Create Full-Access or Limited-Access Sub-Admin Roles
- Deactivate a Sub-Admin Role
- Delete a Sub-Admin Role
- Edit a Sub-Admin Role
- Search for a Sub-Admin Role
- View Members Assigned to a Sub-Admin Role
Tags
- About Member Tag Review and Deletion
- Delete a Member Tag
- How to Use Tags
- Review Information About Member Tags
- Search for Member Tags
- Sort the Member Tag List
Text Alerts
- An Overview of the Text Alerts Feature
- Send a Text Alert to Members
Ticketing System
- An Overview of the Ticketing System Feature
- Create a Ticketing System Form
- Create a Ticketing System Page and Attach a Ticketing System Form
- Customize or Edit a Ticketing System Form
- Deactivate a Ticket
- Download Submission Data from a Ticketing System Form
- Review, Comment on, and Request Modifications to Ticketing System Form Submissions
- Search for Ticketing System Forms or Forms Submissions
Violations
- An Overview of the Violations Feature
- Create a Forms Page and Attach a Violations Form
- Create a New Violations Form
- Customize or Edit a Violations Form
- Deactivate a Violations Form
- Download a Violation Notice
- Download All Data from a Single Violations Form
- Download Data from a Violations Form
- Duplicate a Violations Form
- Edit the Settings on a Violations Form
- File a Violation Report as a Community Administrator (Assign a New Violation to a Form)
- File a Violation Report as a Community Member
- Review, Classify, and Comment on a Violation
- Search for a Violation Form
- Search for One or More Violations
- View Violations for a Specific Violations Form
- View Violations for All Violation Forms
Wallets (Member and Household)
- Add a Household Wallet Transaction
- Add a Member Wallet Transaction
- An Overview of Member and Household Wallets
- Download Household Wallet Data
- Download Member Wallet Data
- Manage a Household Wallet and View Wallet Transactions
- Manage a Member Wallet and View Wallet Transactions
- Search for a Household Wallet Transaction
- Search for a Member Wallet Transaction
- Use a Wallet Balance to Pay a Dues Item Invoice
- Use a Wallet Balance to Pay for a One-Time Charge
- View a Household Wallet
- View a Member Wallet
- Void a Household Wallet One-Off Invoice
- Void a Household Wallet Transaction
- Void a Member Wallet One-Off Invoice
- Void a Member Wallet Transaction

Manage a Household Wallet and View Wallet Transactions

The “MANAGE HOUSEHOLD WALLET” window itemizes the history of positive balance items added to a Household Wallet and payments made on Household dues with Household Wallet funds. These payments can include Admins’ use of Household Wallet funds to mark invoices paid through the Admin Dashboard, as well as Members’ use of Wallet funds to pay Household invoices online.

Access this window from
Households > Households > [Household Title] > ACTIONS > Manage Wallet
or from
Membership > Members > [Name of Household Member] > ACTIONS > View Member > Member Households > View Wallet

Each transaction displays a Transaction ID, Name, Amount, and Date Added. The Notes column shows optional comments that Admins can add to a Household Wallet transaction when they record or import it, or that the system applies automatically to certain types of transactions.
Values shown in parentheses are negative amounts that represent payments.
A transaction labeled “Autogenerated on use of wallet balance” in the “Notes” column represents a dues payment that the Member made with Household Wallet funds.
A transaction labeled “Admin Created Transaction” represents a payment that an Admin recorded using Household Wallet funds.
A transaction that appears in the list but is crossed out is one that an Admin has voided. Each voided transaction displays a rectangular red icon with the word “VOID” across it in white letters.

To view a transaction—

Locate or search for the transaction you want to view. (For information about how to search for a Household Wallet Transaction, please see the “Search for a Household Wallet Transaction” topic in these instructions.)
In the “MANAGE HOUSEHOLD WALLET” window’s Actions column, click on the three-dots menu and choose “View Transaction.”
In the “VIEW TRANSACTION” window that opens, review the transaction name, amount, and any (optional) notes entered to provide more information.

To close the “VIEW TRANSACTION” window, click on the “Done” button, press the “Esc” key, or click on the “X” in the top right corner of the window.