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Manager Meeting 6/5/24

DRMg@m3

Balance Sheet: Recap of financial status. Seasonalize GL's in budgeting. Start budget process early. CAM can update Branch Access status. Assist homeowners in attorney status.

Categories

Community

Slides (12)

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What action should you as the CAM take if a Homeowner calls you and thier account is in attorney status?

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Can you as the CAM change the status in Branch Access on an account in collection status?

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If you are a December Fiscal Year End when should you start the budget process?

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The Balance Sheet is a Recap of:

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What GL’s would you typically seasonalize during the budget process?

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For Special Assessments, do you have to have a separate bank acount to collect the funds?

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