Getting Started

Whether you're assessing a single charge to an individual resident or this year's HOA annual dues to every household, Communitrak makes assessing dues and charges a breeze.

First, you'll need to know who to charge: an individual resident, a group of residents, or all residents.

Assessing a charge to a single resident

Here are step-by-step directions on how to assess a charge to a single resident:

  1. First, log in to Communitrak (here).
  2. Navigate to the user's profile page. You can do this a number of ways, such as searching by member name on the dashboard (here) or by selecting the member from the list on the "Members and Groups" page (here).
  3. Once you've navigated to the user's profile page, select "Charge User" under the Leader Actions area. If on a larger screen like a desktop computer or laptop, you'll see this in the far right column.
  4. A dialog box will appear requesting several pieces of information about the new charge: Charge Description, Amount, and Due Date. Once you have provided this information, click "Save New Charge."  You'll be asked if you're sure you want to assess the charge. Be sure to double-check everything as changes cannot be made after you confirm the new charge.
  5. Once you click "Save New Charge," the charge will assess and become available for the member to see and pay.

Assessing a charge to a group of residents

Here are step-by-step directions on how to assess a charge to a group of residents. Note that the member group must already exist. For direction on how to create a member group, click here.

  1. First, log in to Communitrak (here).
  2. Navigate to the Financial page (here).
  3. Select the "My Community" tab at the top of the page.
  4. Under "Financial Reports," select "Bulk Charges."
  5. In the top, right corner of the page, select the "New Bulk Charge" button.  This will open a dialog box that requests information about the new bulk charge (Description, Amount, Member Group, and Due Date).
  6. Once you have provided the requested information, click "Create New Charge." This will assess the charge to all members of the group you selected.

NOTE: You can now access the new bulk charge dialog box using a shortcut on the Dashboard.

Assessing a charge to all residents

Assessing a charge to all residents is very similar to assessing a charge to a group of residents.

  1. First, log in to Communitrak (here).
  2. Navigate to the Financial page (here).
  3. Select the "My Community" tab at the top of the page.
  4. Under "Financial Reports," select "Bulk Charges."
  5. In the top, right corner of the page, select the "New Bulk Charge" button.  This will open a dialog box that requests information about the new bulk charge (Description, Amount, Member Group, and Due Date).  Select either "All Households" or "All Residents" from the dropdown under Member Group. Selecting All Households will assess one charge to each household. Selecting All Residents will assess one charge to every individual resident. 
  6. Once you have provided the requested information, click "Create New Charge." This will assess the charge to all members of the group you selected.

NOTE: You can access the new bulk charge dialog box using a shortcut on the Dashboard.

Here's a screenshot of the dialog box you'll see when creating a new bulk charge, or a charge to more than one member.

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