WeConnectU Trustee Guide
Let’s Get Started WeConnectU is a user-friendly Body Corporate and HOA management tool. It allows you to efficiently manage your building by providing you access to interactive financial reports, communications, and an effective compliance planner. This guide will assist you with navigating the functions trustees will frequently use.
1
Logging In
By now you will have received your login credentials and your Portfolio Manager will have set you up as a trustee. When logging in, you will see the above screen. Please select “Trustee”.
2
Admin Documents
Click on “Admin” and then “Documents” to see all documentation uploaded for your building that a trustee or owner would need. You will find annual financial statements, the latest budget, the most recent AGM minutes, the insurance policy and claims procedure and a number of other useful documents.
3
Finance
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Click on “Finances” to see all financial information a trustee or owner would need including account balances.
2
Under “Billing” click on “Payment Authorizations” to access all loaded and paid payments. Use the search function to find specific payments.
3
Under “Customers” click on “Customer Age Analysis” to access customer age analysis to track debt status of your building and the performance of the managing agent in recouping monies from arrear accounts. Click on the small blue square to the right of customer name to monitor the recovery process.
3
Finance
Click on “Actual vs Budget” to track the budget each month. Select any blue expense item to view a breakdown of expenses allocated to that ledger. Click on the red cloud icon to view the invoice allocated to the ledger. Note: Ledger items with green values indicate that the value is under budget, whereas red values indicate that the value is over budget.
4
Business Report
Each month, trustees will receive a business report email from the WeConnectU system. This report provides a short overview of expenses incurred over the past month, income generated, amounts in the buildings bank accounts, age analysis and warnings drafted or penalties issued.
5 Manage Warning & Transfers
Click on “Manage” and select either “Warnings” or “Transfers” to track either warnings or fines issued to specific units.
6
Community Planner
Click on “Community Planner” to track the compliance in regards to quarterly meetings, budget creation/approval, and AGMs. WeConnectU has streamlined trusteeship and the managing process. It’s user-friendly, interactive functionality empowers trustees more than ever before. If you have any questions or would like an online training session, do not hesitate to contact your Portfolio Manager today!
Contact Us: jontya@faircape.co.za