{ "articles": [ { "id": "1RwpzRQ_Yg85UJxr7OiLivU3wGmBdofww1OLP6VgVdPI", "title": "What is SmartProperty?", "module": "Platform Settings", "roles": [ "System Admin" ], "actions": [ "add" ], "url": "/platform-settings/what-is-smartproperty/", "last_reviewed": "2026-05-12", "audience": "All", "also_in": [], "summary": "Migrated from Intercom: 2572222 SmartProperty\u00ae is changing the world for condominium and homeowners associations by reinventing the way they plan for and safeguard their community\u2019s future.", "content": "Migrated from Intercom: 2572222\n\nSmartProperty\u00ae is changing the world for condominium and homeowners associations by reinventing the way they plan for and safeguard their community\u2019s future.\n\nOur flagship product, The Living Reserve Study\u2122 gives you the ability to implement a strategic capital reserve plan that can limit 'hidden surprises' brought on by aging infrastructure, deferred maintenance, and rising inflation that makes projecting anticipated expenditures more challenging. \n\nIt helps you: \n\n\\- \n\nDevelop a better understanding of where your money is going\n\n\\- \n\nProvide more transparency into your association's financial condition\n\n\\- \n\nJustify fee increases (when necessary)\n\n\\- \n\nRespond in real time to a shifting market\n\n\\- \n\nGain peace of mind by avoiding 'hidden surprises' that lead to special assessments\n\n\\- \n\nReduce potential for board liability due to estimation or planning errors\n\nThe promise of The Living Reserve Study\u2122 is to give you a reserve study that is always up\\-to\\-date. With it, you have the tools to maintain a sustainable and strategic capital reserve plan through capital projects, maintenance, shifting markets and changes to the board.\n\nSmartProperty\u00ae helps you accomplish this promise through ongoing annual financial updates to your reserve study, as well as giving your team the ability to collaboratively update your reserve study as they perform maintenance, gather bids or specs, and complete capital projects. This allows The Living Reserve Study\u2122 to serve as a single resource for all your reserve planning needs.", "content_hash": "9e0c905d5b20b9cb" }, { "id": "1Et-rD_PzpWzxQ9861kmtOgvg-Q_ZZnaYnfkEUimLPKY", "title": "How do I Reset Account Password?", "module": "Role Management", "roles": [ "System Admin", "Account Admin", "Property Manager", "Project Manager", "HOA Board Member", "CFO", "Vendor", "Homeowner", "Finance Manager", "Reserve Analyst", "Maintenance Coordinator" ], "actions": [ "edit" ], "url": "/role-management/how-do-i-reset-account-password/", "last_reviewed": "2026-05-12", "audience": "All", "also_in": [], "summary": "How to Reset an Account Password This article guides users through the process of recovering access to their SmartProperty account when they cannot remember their login credentials.", "content": "# How to Reset an Account Password\n\nThis article guides users through the process of recovering access to their SmartProperty account when they cannot remember their login credentials.\n\nLine spacing for this document is set to 1\\.15 for readability.\n\n## Overview\n\nThe Account Password Reset feature allows users to securely recover their SmartProperty portal access by triggering an automated recovery link. SmartProperty account holders use this process whenever they forget their password or are locked out of their profile. Perform these steps as soon as an authentication failure occurs to restore immediate system access.\n\n## Setup\n\n- Roles required:\u00a0Any registered SmartProperty account user role.\n- Prerequisites:\u00a0A valid, active email address that is already registered within the SmartProperty system.\n- One\\-time configuration:\u00a0Not applicable.\n\n## How\\-to\n\n1. Navigate to the SmartProperty Sign In page.\n2. From the bottom\\-right of the Sign In panel, click Can't log in?.\n3. ![](../assets/articles/how-do-i-reset-account-password/img-001-6e352ff94c.png)\n4. In the Password Reset form, click the Email\u00a0field and enter your registered email address.\n5. Click the green SUBMIT\u00a0button to request your password reset link\n6. ![](../assets/articles/how-do-i-reset-account-password/img-002-2aea574276.png)\n7. Review the \"Password Reset \\- Email Sent\" confirmation screen to ensure the request processed.\n8. ![](../assets/articles/how-do-i-reset-account-password/img-003-664f9c89f6.png)\n9. Open your personal email inbox to retrieve the recovery instructions.\n\n## Reference\n\nConsult this section for troubleshooting recovery communication and understanding verification constraints.\n\n| Scenario / Element | Definition and Handling Action |\n| --- | --- |\n| Missing Recovery Email | If the confirmation email does not appear in your primary inbox within 5 minutes, check your Spam\u00a0or Junk\u00a0folder, as automated security alerts are occasionally misrouted by email providers. |\n| Unregistered Email Entry | For security and anti\\-phishing reasons, the system displays a success screen even if the email entered does not exist in the platform. No email will be dispatched if the address is not explicitly located in the system. |\n| Email Format Error | The entry field checks for a structured format. Ensure your input contains a standard prefix, the \"@\" symbol, and an explicit domain (e.g., email@server.com) to avoid structural validation errors. |", "content_hash": "d0064b218f93ef69" }, { "id": "1RGlnNrC5OaGo27-ch5aT9S042GGUF1h6cm0hTmA472c", "title": "How do I Register on SmartProperty Portal?", "module": "Role Management", "roles": [ "System Admin", "Account Admin", "Property Manager", "Project Manager", "HOA Board Member", "CFO", "Vendor", "Homeowner", "Finance Manager", "Reserve Analyst", "Maintenance Coordinator" ], "actions": [ "add" ], "url": "/role-management/how-do-i-register-on-smartproperty-portal/", "last_reviewed": "2026-05-12", "audience": "All", "also_in": [], "summary": "How to Register on the SmartProperty Portal This article guides new users through creating a SmartProperty portal account to access their property information and community features.", "content": "# How to Register on the SmartProperty Portal\n\nThis article guides new users through creating a SmartProperty portal account to access their property information and community features.\n\n## Overview\n\nThe SmartProperty registration process allows new users to create an account and gain secure access to the platform's features. Community members, property managers, and board members use this process when onboarding onto the platform for the first time. Complete this registration upon receiving an invite code or initial instructions from your property management team.\n\n## Setup\n\n- Roles required:\u00a0Any prospective SmartProperty user (Community Members, Managers, or Board Members).\n- Prerequisites:\u00a0A valid email address and access to the registration URL.\n- One\\-time configuration:\u00a0An invitation code provided by your property management team (optional but recommended for auto\\-linking your property).\n\n## How\\-to\n\n1. Navigate to the SmartProperty registration link at[https://app.smartproperty.com/\\#/signin](https://app.smartproperty.com/#/signin).\n2. From the top\\-right corner of the top navigation bar, click SIGN UP.\n3. ![](../assets/articles/how-do-i-register-on-smartproperty-portal/img-001-4e9f1a9ae1.png)\n4. In the First Name \\*\u00a0field, enter your first name.\n5. In the Last Name \\*\u00a0field, enter your last name.\n6. In the Email \\*\u00a0field, enter your active personal or professional email address.\n7. In the Password \\*\u00a0field, enter a password that adheres to the password complexity rules.\n8. In the Confirm Password \\*\u00a0field, re\\-enter your password exactly as specified in the previous step.\n9. ![](../assets/articles/how-do-i-register-on-smartproperty-portal/img-002-e95458a79a.png)\n10. In the Invitation Code \\*\u00a0field, enter your unique signup code if you received one; otherwise, leave this field blank.\n11. Click the SUBMIT\u00a0button at the bottom of the page to complete your registration request.\n12. Check your email inbox for a verification or welcome message to finalize your registration.\n\n## Reference\n\nConsult this section for field definitions, input requirements, and common onboarding exceptions.\n\n| Field / Element | Requirement / Meaning |\n| --- | --- |\n| Password Complexity | Passwords must have at least six characters and must include a combination of lowercase letters, numbers, and symbols. |\n| Invitation Code | A unique numeric identifier (e.g., 12123\\) that automatically maps your user account to your specific property or association. Leaving this empty means access must be provisioned manually by an admin. |\n| Missing Email Verification | If no registration or welcome email arrives within 10 minutes, check your Spam/Junk\u00a0folder before attempting to re\\-register. |", "content_hash": "41341de7af2d1bdd" }, { "id": "1ZtXacUAI0kM3P4aqneQh217tCvMPcT7UCBs5jwBkcqo", "title": "How do I Login to SmartProperty Portal?", "module": "Role Management", "roles": [ "System Admin", "Account Admin", "Property Manager", "Project Manager", "HOA Board Member", "CFO", "Vendor", "Homeowner", "Finance Manager", "Reserve Analyst", "Maintenance Coordinator" ], "actions": [ "add" ], "url": "/role-management/how-do-i-login-to-smartproperty-portal/", "last_reviewed": "2026-05-12", "audience": "All", "also_in": [], "summary": "Migrated from Intercom on 2026\\-05\\-12\\. Source: https://intercom.help/smartproperty\\-44c6975f5c92/en/articles/2572223\\-how\\-to\\-login\\-to\\-smartproperty\\-portal Upon user creation, use the provided URL to land on the...", "content": "Migrated from Intercom on 2026\\-05\\-12\\. Source: [https://intercom.help/smartproperty\\-44c6975f5c92/en/articles/2572223\\-how\\-to\\-login\\-to\\-smartproperty\\-portal](https://intercom.help/smartproperty-44c6975f5c92/en/articles/2572223-how-to-login-to-smartproperty-portal)\n\nUpon user creation, use the provided URL to land on the Sign In page.\n\n\u200b\n\nHere, enter your email address registered with SmartProperty in the Email\u00a0field.\n\n\u200b\n\n![](../assets/articles/how-do-i-login-to-smartproperty-portal/img-001-cd2e357ca9.png)\n\nUse the Password\u00a0field to enter the password associated with your email.\n\n![](../assets/articles/how-do-i-login-to-smartproperty-portal/img-002-f6e06198bf.png)\n\nOnce the required details are entered, click the Sign In\u00a0button. This logs you into the portal displaying the SmartProperty portal dashboard.\n\n![](../assets/articles/how-do-i-login-to-smartproperty-portal/img-003-90c2a394e5.png)", "content_hash": "a387ca1ab322204f" }, { "id": "1biQTXe-O6mJ783TJmDUHD70FuxbnwiWpUrUPDFQr8MY", "title": "What Can Each User Role Do? (Role Permissions Reference)", "module": "Role Management", "roles": [ "System Admin", "Account Admin", "Property Manager", "HOA Board Member" ], "actions": [ "configure" ], "url": "/role-management/what-can-each-user-role-do-role-permissions-reference/", "last_reviewed": "2026-07-10", "audience": "All", "also_in": [], "summary": "What Can Each User Role Do? (Role Permissions Reference) This article explains what each SmartProperty user role can see and do across the platform, so admins can assign the right role to each person on their team.", "content": "# What Can Each User Role Do? (Role Permissions Reference)\n\nThis article explains what each SmartProperty user role can see and do across the platform, so admins can assign the right role to each person on their team.\n\n## Overview\n\nEvery user in a SmartProperty workspace is assigned one role. That role decides which areas of the platform they can open, what they can view, and what they can create, edit, or delete. SmartProperty has five roles today: Admin, Manager, Member, Vendor, and Portfolio Admin. This reference is the source of truth for what each role can do. Use it when inviting a new user or changing someone's access.\n\nA note on role names: some help articles refer to an expanded set of roles (for example, Property Manager, CFO, Reserve Analyst, Homeowner). Those names describe the role model we are building toward. Until that ships, the five roles above are what exist in the product. A mapping between the two is in the Reference section.\n\n## Setup\n\n- Roles required to view or change roles:\u00a0Admin (or a SmartProperty staff account). Managers, Members, and Vendors cannot change another user's role.\n- Prerequisites:\u00a0The user must be invited to the workspace and assigned a role at invite time.\n- One\\-time configuration:\u00a0Not applicable.\n\n## The five roles at a glance\n\n- Admin.\u00a0Full access to everything, plus the only role that can manage other users (invite, change roles, assign properties, activate or deactivate). The account owner role.\n- Manager.\u00a0Full access to day\\-to\\-day property work (components, projects, plans, reserves, financials, reports, maintenance). Cannot manage other users, cannot edit a property's core address and identity, and does not have Portfolio Analytics.\n- Member.\u00a0A view\\-only role across most of the platform. Members can open dashboards, reports, plans, components, the reserve study, and files, but cannot make changes. Good for board members and stakeholders who need visibility, not editing.\n- Vendor.\u00a0A field\\-editor role. Vendors land on Components and can update components, projects, and maintenance tasks, but are locked out of financials, reserves, reports, files, and settings. Good for contractors doing on\\-site work.\n- Portfolio Admin.\u00a0Admin\\-equivalent for content, plus the only role with access to Portfolio Analytics tagging and portfolio\\-level tag management. Cannot manage other users.\n\n## What each role can do, by area\n\n### Dashboard\n\n- Admin, Manager, Member, Portfolio Admin:\u00a0View.\n- Vendor:\u00a0No access. Vendors are taken straight to the Components page on login.\n\n### Properties and property details\n\n- Admin, Portfolio Admin:\u00a0Full edit, including the property's core address and identity fields.\n- Manager:\u00a0Edit property details and financials, but cannot edit the core address and identity block.\n- Member:\u00a0View the general and reserve study tabs. No access to the financials tab.\n- Vendor:\u00a0No access to property details or settings.\n- Create or delete a property:\u00a0Admin, Manager, and Portfolio Admin only.\n\n### Components (property asset inventory)\n\n- Admin, Manager, Portfolio Admin:\u00a0Full (create, edit, delete).\n- Vendor:\u00a0Can edit component records (field updates).\n- Member:\u00a0View only.\n- Reserve data fields\u00a0(useful life, remaining useful life, replacement cost, unit cost, condition): editable by Admin, Manager, and Portfolio Admin. Members see these as read\\-only. Vendors do not see the detailed reserve data panel.\n\n### Reserve Studies\n\n- Admin, Manager:\u00a0Full access.\n- Member, Vendor, Portfolio Admin:\u00a0No access to the Reserve Studies module.\n\n### Reserve Analysis Report\n\n- Admin, Manager, Portfolio Admin:\u00a0View and generate (including the PDF).\n- Member:\u00a0View only.\n- Vendor:\u00a0No access.\n\n### Financials and Accounts\n\n- Admin, Manager, Portfolio Admin:\u00a0Full access.\n- Member, Vendor:\u00a0No access.\n\n### Funding Plans and Cash Flow\n\n- Admin, Manager, Portfolio Admin:\u00a0Full (create, edit, delete).\n- Member:\u00a0View only.\n- Vendor:\u00a0No access.\n\n### Projects\n\n- Admin, Manager, Portfolio Admin:\u00a0Full (create, edit, delete, phases, payments, notes).\n- Vendor:\u00a0Can create and edit projects and add project notes.\n- Member:\u00a0View only.\n\n### Board Reports\n\n- Admin, Manager, Portfolio Admin:\u00a0Create and manage.\n- Member:\u00a0View.\n- Vendor:\u00a0No access.\n\n### Portfolio Analytics\n\n- Admin, Portfolio Admin:\u00a0Full access.\n- Manager, Member, Vendor:\u00a0No access.\n- Tagging tab and portfolio\\-level tag management:\u00a0Portfolio Admin only. Even Admin does not have the tagging tab.\n- Portfolio Analytics respects each user's property access: a user sees analytics only for the properties they have been given access to, not the entire portfolio.\n\n### Maintenance\n\n- Admin, Manager, Portfolio Admin:\u00a0Full (create, edit, assign, delete).\n- Vendor:\u00a0Can edit and complete maintenance tasks.\n- Member:\u00a0View only.\n\n### Membership (Club properties)\n\n- Admin, Manager, Portfolio Admin:\u00a0Manage levels and members.\n- Member, Vendor:\u00a0View.\n\n### Photos and Files\n\n- Admin, Manager, Portfolio Admin:\u00a0View, add, and delete (including bulk).\n- Member:\u00a0View and add. Cannot delete.\n- Vendor:\u00a0No access to the Photos and Files area.\n\n### User and workspace management\n\n- Invite a user:\u00a0Admin and Portfolio Admin (via the Users screen).\n- Change a user's role, assign properties, activate or deactivate:\u00a0Admin only. Managers and Portfolio Admins cannot change other users.\n- Edit workspace settings:\u00a0Admin and Portfolio Admin.\n\n### Intelligence (Atlas)\n\n- Access to Atlas is controlled by an Atlas subscription on the user's account, not by their role. Any role can have Atlas access if it is enabled for them.\n\n### Platform administration\n\n- The internal platform administration area is reserved for SmartProperty staff accounts. No customer role has access.\n\n## Reference\n\n### Role name mapping (today's roles to the expanded role model)\n\nHelp articles that reference the expanded roles map to today's five roles as follows. Use this to translate an article's tagged role into the role you would actually assign in the product today.\n\n- System Admin\u00a0maps to a SmartProperty staff account (internal, not customer\\-assignable).\n- Account Admin\u00a0maps to Admin.\n- Property Manager\u00a0maps to Manager.\n- HOA Board Member\u00a0maps to Member.\n- Homeowner\u00a0maps to Member\u00a0(view\\-only stakeholder).\n- Vendor\u00a0maps to Vendor.\n- CFO, Finance Manager, Reserve Analyst, Project Manager, Maintenance Coordinator:\u00a0no dedicated role exists yet. Assign Manager\u00a0for full editing access or Member\u00a0for view\\-only, depending on the person's need, until these roles ship.\n- Portfolio Admin\u00a0is an existing role focused on Portfolio Analytics and does not have a separate name in the expanded model.\n\n### Notes\n\n- A user holds one role per workspace. There is no multi\\-role assignment today.\n- Role changes take effect the next time the user navigates in the app.\n- Property access is a separate layer that works alongside roles. A user's role sets what they can do; their property access sets which properties they can do it in. The two combine, which is why Portfolio Analytics shows a user only their accessible properties.", "content_hash": "bbf06c1f56741d31" }, { "id": "16EjKbBdp4bwpQ6uoYWabdsOzydLz_p3IexOhdEKq3sc", "title": "Integration Requirements for Partner Platforms", "module": "Integrations", "roles": [ "System Admin", "Account Admin", "CFO" ], "actions": [ "view" ], "url": "/integrations/integration-requirements-for-partner-platforms/", "last_reviewed": "2026-08-31", "audience": "All", "also_in": [], "summary": "SmartProperty integrates with property management and accounting platforms by pulling data from the partner's API on a scheduled sync. The partner remains the system of record for accounting and operations.", "content": "SmartProperty integrates with property management and accounting platforms by pulling data from the partner's API on a scheduled sync. The partner remains the system of record for accounting and operations. SmartProperty uses the data for reserve planning, component tracking, and financial reporting.\n\nThis page describes the data and API patterns SmartProperty needs from a partner platform. It reflects the same integration pattern we run in production with our current partners.\n\n## Data We Pull\n\nAssociation information.\u00a0Name, property type, address, unit count, manager name. Fiscal year start month and assessment frequency if available. Pulled at setup and refreshed on sync.\n\nChart of accounts (GL list).\u00a0GL account ID, code, description. An indicator distinguishing reserve accounts from operating accounts is strongly preferred. Without it, customers classify each GL code manually during setup.\n\nGL transactions.\u00a0Transaction date, GL code, debit and credit amounts, description. This is the core dataset. It drives expense tracking against reserve projects and income reporting.\n\nBank accounts and balances.\u00a0Account ID, account name, balance with an as\\-of date, GL code linkage, reserve indicator if available. Historical monthly balances (12 months or more) at initial setup let us seed trend reporting from day one.\n\nInvoices.\u00a0Invoice ID, invoice number, vendor, invoice date, GL allocation per line item, amounts, void or inactive status. Used to link real costs to capital projects.\n\nDelinquencies (if available).\u00a0Aged owner balances (30, 60, and 90 day) at the association level.\n\n## API Patterns We Require\n\n1. Unique, stable IDs on every record, especially transactions.\u00a0We sync incrementally and track changes over time, pull by pull. Without stable IDs we cannot detect updates and are forced into full re\\-imports.\n2. Date range filtering\u00a0on transactions and invoices, so we can pull one month at a time and keep calls small.\n3. Association\\-scoped queries\u00a0(an association code or ID parameter), with credentials issued at the management company level covering all of that company's associations.\n4. Modified records stay retrievable.\u00a0Month\\-end reconciliation can change posted data. A last\\-modified timestamp, or at minimum the ability to re\\-query a range and compare, lets us update rather than duplicate.\n5. Voids and deletions are flagged, not silently removed, so downstream records stay consistent.\n6. Token\\-based authentication\u00a0with documented credential issuance for integration partners.\n7. A sandbox or test account\u00a0with representative data for development and validation.\n\n## Sync Behavior on Our Side\n\n- Scheduled syncs, not real\\-time.\n- Read\\-only: we never write into the partner system.\n- Reference data (association info, GL list) is updated in place. Transactional data builds history.\n\n## Starting a Conversation\n\nIf you are interested in integrating your platform with SmartProperty, contact us at william@smartproperty.com.", "content_hash": "c43d290f9723b95f" }, { "id": "16BuaIoQmTaB94OFVvWqtUCMUQSm4-nKPppuUjYZClJs", "title": "CINC Systems Integration", "module": "Integrations", "roles": [ "System Admin", "Account Admin", "CFO" ], "actions": [ "view" ], "url": "/integrations/cinc-systems-integration/", "last_reviewed": "2026-08-31", "audience": "All", "also_in": [], "summary": "SmartProperty connects to CINC Systems and pulls your association's financial data on a scheduled sync. CINC remains your system of record for accounting.", "content": "SmartProperty connects to CINC Systems and pulls your association's financial data on a scheduled sync. CINC remains your system of record for accounting. SmartProperty uses the synced data to power reserve reporting, project cost tracking, and portfolio analytics.\n\n## What Syncs\n\n| Data | Detail |\n| --- | --- |\n| Association profile | Name, property type, address, unit count, manager name. Updated in place when it changes. |\n| Bank accounts and balances | Account name, CINC system balance, bank balance, balance date, and reserve indicator. Each sync adds to your balance history. |\n| Chart of accounts | GL codes with descriptions and CINC's reserve designation. |\n| GL transactions | Reserve transactions year to date: date, GL code, debit and credit amounts. Pulled month by month. |\n| Owner delinquencies | Counts of owners with balances aged 30, 60, and 90 days. |\n\n## How to Connect\n\nCINC API access is enabled per management company. Contact SmartProperty to start the connection. We coordinate enablement with CINC and configure the association mapping with you.\n\nYou will need to identify which CINC associations map to which SmartProperty properties. Association names rarely match exactly between systems, so we confirm each pairing during setup.\n\n## Sync Schedule and Behavior\n\n- The automatic refresh schedule is configurable per property (Daily, Weekly, or Monthly) on the Connected Apps Schedule tab, and a manual Update Now is available once per 24 hours.\n- Balances from integrated accounts are managed by the sync and are not manually editable in SmartProperty. The integration is the source of truth for those values.\n- Transactions changed in CINC during month\\-end reconciliation are updated in SmartProperty on the next sync, not duplicated.\n- CINC's reserve designation per GL code carries into SmartProperty and is visible on the GL Reporting tab.\n- Synced transactions can be linked to components for project cost tracking.\n\n## Related Articles\n\n- [Configuring GL Codes for Reporting](https://smartproperty-admin-guide.pages.dev/integrations/configuring-gl-codes-for-reporting/)\n- [Classifying Reserve Accounts and Funds](https://smartproperty-admin-guide.pages.dev/integrations/classifying-reserve-accounts-and-funds/)\n- [Working with Synced Transactions](https://smartproperty-admin-guide.pages.dev/integrations/working-with-synced-transactions/)", "content_hash": "3e37c28426f73b71" }, { "id": "12I_GyYqqVEk8oqsaTm6pjssFi-ifATmjecLCQLST_gw", "title": "Vantaca Integration", "module": "Integrations", "roles": [ "System Admin", "Account Admin", "CFO" ], "actions": [ "view" ], "url": "/integrations/vantaca-integration/", "last_reviewed": "2026-08-31", "audience": "All", "also_in": [], "summary": "SmartProperty connects to Vantaca and pulls your association's financial data on a scheduled sync. Vantaca remains your system of record for accounting.", "content": "SmartProperty connects to Vantaca and pulls your association's financial data on a scheduled sync. Vantaca remains your system of record for accounting. SmartProperty uses the synced data to power reserve reporting, project cost tracking, and portfolio analytics.\n\n## What Syncs\n\n| Data | Detail |\n| --- | --- |\n| Association profile | Name, address, unit count, fiscal year start month, and assessment frequency. Updated in place when it changes. |\n| Bank accounts and balances | Account name and current balance. At initial setup we also pull the last 12 months of ending monthly balances so your trend reporting starts with history. |\n| Chart of accounts | GL codes with descriptions. |\n| Invoices | Invoice number, vendor, invoice date, GL allocation, and amounts. Voided invoices are excluded. |\n| GL transaction detail | Individual transactions per GL code: date, description, debit and credit amounts. |\n\n## How to Connect\n\nVantaca issues API credentials directly to their customers. Email Vantaca support (support@vantaca.com) and request API credentials for the SmartProperty integration. Once you have credentials, share them with SmartProperty and we complete the setup, including mapping your Vantaca associations to SmartProperty properties.\n\n## Things to Know\n\n- Reserve classification happens at the fund level in SmartProperty.\u00a0Vantaca does not distinguish reserve GL codes from operating GL codes directly, so you mark reserve funds on the Connected Apps GL Funds tab and choose whether expenses and income are filtered by them. See \"Classifying reserve accounts and funds.\"\n- Balance dates.\u00a0Vantaca provides current balances without an as\\-of date, so SmartProperty records the sync date as the balance date.\n- Balances from integrated accounts are managed by the sync and are not manually editable in SmartProperty.\n- Transactions changed in Vantaca during month\\-end reconciliation are updated in SmartProperty on the next sync, not duplicated.\n- The Transactions view includes Vantaca's GL Type and Fund Type as columns and filters.\n- Linking transactions to components is not currently available on Vantaca integrations.\n\n## Sync Schedule\n\nThe automatic refresh schedule is configurable per property (Daily, Weekly, or Monthly) on the Connected Apps Schedule tab, and a manual Update Now is available once per 24 hours.\n\n## Related Articles\n\n- [Configuring GL Codes for Reporting](https://smartproperty-admin-guide.pages.dev/integrations/configuring-gl-codes-for-reporting/)\n- [Classifying Reserve Accounts and Funds](https://smartproperty-admin-guide.pages.dev/integrations/classifying-reserve-accounts-and-funds/)\n- [Working with Synced Transactions](https://smartproperty-admin-guide.pages.dev/integrations/working-with-synced-transactions/)", "content_hash": "0b772f358a6e8f1d" }, { "id": "1Z1BGweEP17Xi0AWOtbYA6VaQMqn_zGJK32fVQ6easHU", "title": "AppFolio Integration", "module": "Integrations", "roles": [ "System Admin", "Account Admin", "Property Manager", "CFO", "Finance Manager", "Reserve Analyst" ], "actions": [ "view" ], "url": "/integrations/appfolio-integration/", "last_reviewed": "2026-08-31", "audience": "All", "also_in": [], "summary": "SmartProperty connects to AppFolio and pulls your association's financial data on a scheduled sync. AppFolio remains your system of record for accounting.", "content": "SmartProperty connects to AppFolio and pulls your association's financial data on a scheduled sync. AppFolio remains your system of record for accounting. SmartProperty uses the synced data to power reserve reporting, project cost tracking, and portfolio analytics.\n\n## What Syncs\n\n| Data | Detail |\n| --- | --- |\n| Association profile | Name and address for each community association. Updated in place when it changes. |\n| Bank accounts and balances | Account name, account type, balance, balance date, reserve indicator, and GL account linkage. Each sync adds to your balance history. |\n| Chart of accounts | GL codes with names, numbers, and types. |\n| GL transactions | Individual income and expense transactions for the last 12 months: date, GL code, debit and credit amounts, description. |\n\n## How to Connect\n\nSmartProperty is an AppFolio integration partner. The connection is authorized through AppFolio's partner program. Contact SmartProperty to start the connection and we coordinate authorization with AppFolio, then map your associations to SmartProperty properties with you.\n\n## Things to Know\n\n- Balances from integrated accounts are managed by the sync and are not manually editable in SmartProperty.\n- Transactions changed in AppFolio during month\\-end reconciliation are updated in SmartProperty on the next sync, not duplicated.\n\n## Sync Schedule\n\nThe automatic refresh schedule is configurable per property (Daily, Weekly, or Monthly) on the Connected Apps Schedule tab, and a manual Update Now is available once per 24 hours.\n\n## Related Articles\n\n- [Configuring GL Codes for Reporting](https://smartproperty-admin-guide.pages.dev/integrations/configuring-gl-codes-for-reporting/)\n- [Classifying Reserve Accounts and Funds](https://smartproperty-admin-guide.pages.dev/integrations/classifying-reserve-accounts-and-funds/)\n- [Working with Synced Transactions](https://smartproperty-admin-guide.pages.dev/integrations/working-with-synced-transactions/)", "content_hash": "b05a312c6516088b" }, { "id": "1V4UGfR5-T6OtrxaH0n0_5sbVhC1lZae1Ra4kx4fvllI", "title": "Connected Apps: Managing Your Integration", "module": "Integrations", "roles": [ "System Admin", "Account Admin", "Property Manager", "CFO", "Finance Manager", "Reserve Analyst" ], "actions": [ "view" ], "url": "/integrations/connected-apps-managing-your-integration/", "last_reviewed": "2026-08-31", "audience": "All", "also_in": [], "summary": "When your property is connected to your accounting platform (CINC Systems, Vantaca, or AppFolio), SmartProperty pulls your financial data on a schedule and keeps it current.", "content": "When your property is connected to your accounting platform (CINC Systems, Vantaca, or AppFolio), SmartProperty pulls your financial data on a schedule and keeps it current. The Connected Apps page is where you manage how that data is organized once it arrives.\n\n## Getting Connected\n\nIntegrations are set up together with the SmartProperty team. Contact us to connect your platform. During setup we map each of your associations to its SmartProperty property and confirm the pairings with you.\n\n## Finding Connected Apps\n\nOpen your property and select the Connected Apps\u00a0tab. The tab appears once your property is integrated, and is visible to Admins, Managers, and Portfolio Admins.\n\nThe page header shows which platform your property is connected to, and a View All Transactions\u00a0link takes you to the synced transaction data.\n\n## What Each Tab Does\n\n| Tab | What you manage there |\n| --- | --- |\n| Schedule | When data refreshes automatically, and a manual Update Now option. |\n| Bank Accounts | Which synced bank accounts are Reserve accounts for reporting. |\n| GL Funds\u00a0(Vantaca only) | Which funds count as reserve funds for expenses and income. |\n| GL Reporting | Reporting Group assignment and debit/credit orientation per GL code. |\n| GL Categories | Mapping reserve expense GL codes to SmartProperty categories. |\n\n## Where the Data Shows Up\n\n- Transactions\u00a0lists every synced transaction, with filtering, Excel export, and component assignment.\n- Accounts\u00a0shows synced balances. Balances on integrated accounts are managed by the sync and cannot be edited manually. The integration is the source of truth.\n- Dashboard\u00a0shows Total Reserve Balance and Total Operating Balance from your synced accounts, with a last\\-updated date. If GL codes or bank accounts still need configuration, the Dashboard shows a notice that links you to the right Connected Apps tab.\n\n## Related Articles\n\n- [Managing Your Sync Schedule](https://smartproperty-admin-guide.pages.dev/integrations/managing-your-sync-schedule/)\n- [Configuring GL Codes for Reporting](https://smartproperty-admin-guide.pages.dev/integrations/configuring-gl-codes-for-reporting/)\n- [Classifying Reserve Accounts and Funds](https://smartproperty-admin-guide.pages.dev/integrations/classifying-reserve-accounts-and-funds/)\n- [Working with Synced Transactions](https://smartproperty-admin-guide.pages.dev/integrations/working-with-synced-transactions/)", "content_hash": "db72d90c99ffca1c" }, { "id": "1HcxdZHyn1GvjJ4twoVa1R0Pm4ukGLVcT1ZATKUudMVo", "title": "Managing Your Sync Schedule", "module": "Integrations", "roles": [ "System Admin", "Account Admin", "Property Manager", "CFO", "Finance Manager", "Reserve Analyst" ], "actions": [ "configure" ], "url": "/integrations/managing-your-sync-schedule/", "last_reviewed": "2026-08-31", "audience": "All", "also_in": [], "summary": "SmartProperty refreshes your integrated data automatically. The Schedule tab in Connected Apps shows when the last refresh ran and lets you control the automatic schedule.", "content": "SmartProperty refreshes your integrated data automatically. The Schedule tab in Connected Apps shows when the last refresh ran and lets you control the automatic schedule.\n\n## Checking Sync Status\n\nOpen your property, select Connected Apps, then the Schedule\u00a0tab. You'll see:\n\n- Last updated from \\[your platform]: the date of the most recent refresh.\n- Last updated Status: whether that refresh succeeded.\n- The date of the next scheduled refresh.\n\n## Refreshing Manually\n\nSelect Update Now\u00a0to pull fresh data immediately. One manual update is allowed in a 24 hour period. If the button is disabled, a refresh has already run today.\n\n## Setting the Automatic Schedule\n\nConfigure the automatic refresh with three settings:\n\n1. Number of Months: how far back each refresh looks for transaction data.\n2. Frequency: Daily, Weekly, or Monthly.\n3. Day of the Month: shown when Frequency is Monthly.\n\nA note at the bottom of the tab confirms when the next refresh will run.\n\n## What a Refresh Updates\n\nEach refresh pulls your association profile, GL codes, transactions, and bank balances from your platform. Changes made in your accounting platform (for example, corrections during month\\-end reconciliation) are updated in SmartProperty rather than duplicated.\n\n## Related Articles\n\n- [Connected Apps: Managing Your Integration](https://smartproperty-admin-guide.pages.dev/integrations/connected-apps-managing-your-integration/)\n- [Working with Synced Transactions](https://smartproperty-admin-guide.pages.dev/integrations/working-with-synced-transactions/)", "content_hash": "483c9040e939f351" }, { "id": "1xtnwH5G3ktIPpIN8x2_B7ww7xXcK0vjIbE9n_Y1ZuUI", "title": "Configuring GL Codes for Reporting", "module": "Integrations", "roles": [ "System Admin", "Account Admin", "Property Manager", "CFO", "Finance Manager", "Reserve Analyst" ], "actions": [ "configure" ], "url": "/integrations/configuring-gl-codes-for-reporting/", "last_reviewed": "2026-08-31", "audience": "All", "also_in": [], "summary": "The GL Reporting tab in Connected Apps is where you tell SmartProperty how to interpret each GL code that syncs from your accounting platform.", "content": "The GL Reporting tab in Connected Apps is where you tell SmartProperty how to interpret each GL code that syncs from your accounting platform. Three settings live here: the Reporting Group, the Reserve designation, and the debit/credit orientation.\n\n## Opening GL Reporting\n\nOpen your property, select Connected Apps, then the GL Reporting\u00a0tab. Each row is one GL code from your platform, with its code, description, and GL type. Use the search box or column filters to find specific codes.\n\n## Assigning a Reporting Group\n\nReporting Groups organize your GL activity into the groupings used across SmartProperty reports.\n\n- One at a time:\u00a0use the Reporting Group dropdown on the row. Your selection saves as soon as you choose it.\n- In bulk:\u00a0select Bulk Assign Reporting Groups, check the GL codes you want, and choose the group to apply to all of them.\n\n## The Reserve Column (CINC)\n\nFor CINC integrations, each GL code shows a Reserve\u00a0designation (Yes or No) that comes from CINC. You can filter the list by this column to review which codes are treated as reserve activity.\n\nFor Vantaca integrations, reserve classification works through funds instead. See \"Classifying reserve accounts and funds.\"\n\n## Reversing Debit and Credit Values\n\nSome platforms record certain GL activity with the opposite sign from how you want it reported. The Reverse Debit / Credit values\u00a0toggle on each row swaps the debit and credit amounts for every transaction under that GL code.\n\nUse this when a code's activity consistently appears backwards in your reports (for example, income showing as a negative expense). The toggle applies to the GL code as a whole, not to individual transactions.\n\n## Related Articles\n\n- [Mapping GL Codes to SmartProperty Categories](https://smartproperty-admin-guide.pages.dev/integrations/mapping-gl-codes-to-smartproperty-categories/)\n- [Classifying Reserve Accounts and Funds](https://smartproperty-admin-guide.pages.dev/integrations/classifying-reserve-accounts-and-funds/)\n- [Working with Synced Transactions](https://smartproperty-admin-guide.pages.dev/integrations/working-with-synced-transactions/)", "content_hash": "46d6df2f99e77c97" }, { "id": "1vsteybv64qTEZJzpb4-u934kmOMffLXtE3TqM5yKsVo", "title": "Mapping GL Codes to SmartProperty Categories", "module": "Integrations", "roles": [ "System Admin", "Account Admin", "Property Manager", "CFO", "Finance Manager", "Reserve Analyst" ], "actions": [ "configure" ], "url": "/integrations/mapping-gl-codes-to-smartproperty-categories/", "last_reviewed": "2026-08-31", "audience": "All", "also_in": [], "summary": "SmartProperty organizes reserve activity by category (Roofing, Asphalt \\& Concrete, Mechanical Equipment, and so on).", "content": "SmartProperty organizes reserve activity by category (Roofing, Asphalt \\& Concrete, Mechanical Equipment, and so on). The GL Categories tab connects your accounting platform's GL codes to those categories, so synced expenses roll up into the same structure as your reserve study.\n\n## Opening GL Categories\n\nOpen your property, select Connected Apps, then the GL Categories\u00a0tab. Each row is a SmartProperty category with a field for the ledger codes assigned to it.\n\n## Assigning Ledger Codes\n\nSelect the category's ledger code field and choose one or more GL codes. A category can hold multiple codes, and you can remove a code from a category at any time.\n\nOnly GL codes configured as reserve expenses can be assigned to a category.\u00a0If a code you expect is missing from the list, check its reserve configuration first:\n\n- CINC: the Reserve designation on the GL Reporting tab.\n- Vantaca: the fund's Reserve setting on the GL Funds tab.\n\n## Why This Matters\n\nCategory mapping is what lets synced expense data appear alongside your reserve study in reports. Unmapped codes still sync and appear in Transactions, but they won't roll up into category\\-level reporting.\n\n## Related Articles\n\n- [Configuring GL Codes for Reporting](https://smartproperty-admin-guide.pages.dev/integrations/configuring-gl-codes-for-reporting/)\n- [Classifying Reserve Accounts and Funds](https://smartproperty-admin-guide.pages.dev/integrations/classifying-reserve-accounts-and-funds/)", "content_hash": "1beffaf236b9d334" }, { "id": "1H3CncP0OvpVx-x7DxB1PhC9TGs4asYGPqWj6VTvvKWw", "title": "Classifying Reserve Accounts and Funds", "module": "Integrations", "roles": [ "System Admin", "Account Admin", "Property Manager", "CFO", "Finance Manager", "Reserve Analyst" ], "actions": [ "configure" ], "url": "/integrations/classifying-reserve-accounts-and-funds/", "last_reviewed": "2026-08-31", "audience": "All", "also_in": [], "summary": "SmartProperty needs to know which synced accounts and GL activity belong to your reserves, as opposed to operating funds.", "content": "SmartProperty needs to know which synced accounts and GL activity belong to your reserves, as opposed to operating funds. This classification drives your reserve balance reporting and which expenses count against reserve projects. Where you set it depends on your platform.\n\n## Bank Accounts (All Platforms)\n\nOpen your property, select Connected Apps, then the Bank Accounts\u00a0tab, and choose view bank accounts. Each synced account shows its ledger code, description, and account type, with a Reserve?\u00a0setting (Yes or No). Your change saves as soon as you select it.\n\nAccounts marked Reserve feed your Total Reserve Balance; the rest feed Total Operating Balance.\n\n## GL Funds (Vantaca)\n\nVantaca organizes GL activity by fund, so reserve classification happens at the fund level. On the GL Funds\u00a0tab:\n\n1. Choose whether to filter expenses by reserve funds\u00a0(Yes or No).\n2. Choose whether to filter income by reserve funds\u00a0(Yes or No).\n3. Mark each fund as Reserve?\u00a0Yes or No in the fund list.\n\nWhen filtering is on, only transactions in reserve funds count toward reserve reporting.\n\n## GL Codes (CINC)\n\nCINC provides a reserve designation per GL code, which you can review on the GL Reporting\u00a0tab. See \"Configuring GL codes for reporting.\"\n\n## A Note on Synced Balances\n\nBalances on integrated accounts are locked to the sync: you can't add or edit balances manually, because the integration is the source of truth. If a balance looks wrong, correct it in your accounting platform and it will update on the next refresh.\n\n## Related Articles\n\n- [Configuring GL Codes for Reporting](https://smartproperty-admin-guide.pages.dev/integrations/configuring-gl-codes-for-reporting/)\n- [Managing Your Sync Schedule](https://smartproperty-admin-guide.pages.dev/integrations/managing-your-sync-schedule/)", "content_hash": "bf1eb0fa8c7160d3" }, { "id": "1m7URYs6gZNA1wb_IAi8k17vlaGTQnYWI4J5jQkTKmHk", "title": "Working with Synced Transactions", "module": "Integrations", "roles": [ "System Admin", "Account Admin", "Property Manager", "CFO", "Finance Manager", "Reserve Analyst" ], "actions": [ "edit" ], "url": "/integrations/working-with-synced-transactions/", "last_reviewed": "2026-08-31", "audience": "All", "also_in": [], "summary": "The Transactions page shows every transaction synced from your accounting platform. From here you can filter, export, and connect spending to the components in your reserve study.", "content": "The Transactions page shows every transaction synced from your accounting platform. From here you can filter, export, and connect spending to the components in your reserve study.\n\n## Finding Transactions\n\nOpen Transactions\u00a0from the navigation, or select View All Transactions\u00a0from the Connected Apps page. Each row shows the date, GL code, description, Reporting Group, credit and debit amounts, and any linked components. Vantaca integrations also show GL Type and Fund Type columns.\n\n## Filtering and Exporting\n\nSelect Filters\u00a0to narrow the list:\n\n- Free text search across GL code and description\n- GL Codes and Reporting Groups pickers\n- Transaction Date presets: All Dates, Current Month, Previous Month, Current Year, Previous Year\n- GL Types and Fund Types (Vantaca)\n\nSelect Export to Excel\u00a0to download the current view.\n\n## Linking a Transaction to a Component\n\nConnecting a transaction to a component ties real spending to the asset it paid for, which feeds project cost tracking and your reserve study's expense history.\n\n1. Find the transaction and select the \\+\u00a0button on its row.\n2. In the Assign window, search for the component by name.\n3. Add one or more components. The window shows your existing assignments, what you're adding, and what you're removing before you commit.\n4. Select Assign Components\u00a0to save.\n\nA transaction can be linked to multiple components, and you can change assignments later from the same button.\n\n## Viewing a Component's Transactions\n\nLinked transactions also appear on the component itself: open the component and select its Transactions\u00a0tab.\n\n## Related Articles\n\n- [Configuring GL Codes for Reporting](https://smartproperty-admin-guide.pages.dev/integrations/configuring-gl-codes-for-reporting/)\n- [Mapping GL Codes to SmartProperty Categories](https://smartproperty-admin-guide.pages.dev/integrations/mapping-gl-codes-to-smartproperty-categories/)\n- [Managing Your Sync Schedule](https://smartproperty-admin-guide.pages.dev/integrations/managing-your-sync-schedule/)", "content_hash": "a518945194136fab" } ], "faqs": [], "glossary": [ { "id": "term-account-admin", "term": "Account Admin", "definition": "Highest customer-facing role. Controls workspace settings and user permissions for an association.", "do_not_use": "super user, admin (alone), owner", "content_hash": "def569d326436b3a" }, { "id": "term-association", "term": "Association", "definition": "A community of property owners (HOA, condo, club) that manages shared assets using SmartProperty.", "do_not_use": "HOA (use only for homeowners associations specifically), community, complex", "content_hash": "243416d1d2e243af" }, { "id": "term-atlas", "term": "Atlas", "definition": "SmartProperty's intelligence layer that surfaces insights and answers in-product questions for administrators.", "do_not_use": "AI, chatbot, bot, assistant", "content_hash": "28c955d59c4a32fc" }, { "id": "term-component", "term": "Component", "definition": "A physical asset (roof, pool, elevator) tracked in a reserve study with a useful life and replacement cost.", "do_not_use": "item, asset (in reserve context), thing", "content_hash": "c550e6b383475539" }, { "id": "term-full-life", "term": "Full Life", "definition": "The original useful life value for a component before any time has passed.", "do_not_use": "total life, initial life", "content_hash": "76310502b0bbe481" }, { "id": "term-funding-plan", "term": "Funding Plan", "definition": "A multi-year contribution strategy designed to fund future reserve expenditures.", "do_not_use": "savings plan, reserve fund schedule", "content_hash": "4a462385eb11a18d" }, { "id": "term-funding-plan-template", "term": "Funding Plan Template", "definition": "A reusable starting point for funding plans, configured once by an Account Admin and applied across associations.", "do_not_use": "plan template (alone), starter plan", "content_hash": "afe1e540a8ae0e91" }, { "id": "term-hoa-board-member", "term": "HOA Board Member", "definition": "A volunteer board member of a homeowners association.", "do_not_use": "board, board member (alone if context is ambiguous)", "content_hash": "f91ff122371f6e83" }, { "id": "term-lrs-report", "term": "LRS Report", "definition": "The Living Reserve Study report: the bundled reserve study report distributed to board members ahead of a board meeting.", "do_not_use": "board packet, packet, board pack, board report", "content_hash": "52cdae7f2d87f93c" }, { "id": "term-module", "term": "Module", "definition": "A top-level functional area of SmartProperty, such as Reserve Studies or Financial Management.", "do_not_use": "section, feature area, area", "content_hash": "e04a31db1a90246c" }, { "id": "term-portfolio", "term": "Portfolio", "definition": "A grouping of associations under a single management company or ownership entity.", "do_not_use": "account group, organization", "content_hash": "8386f20e224e2a48" }, { "id": "term-property-manager", "term": "Property Manager", "definition": "A role for staff at a management company who service one or more associations.", "do_not_use": "PM, manager, admin", "content_hash": "f7ecc4e42de5cbf3" }, { "id": "term-rbac", "term": "RBAC", "definition": "Role-Based Access Control. The permissions framework defining what each Role can see and do per Module.", "do_not_use": "", "content_hash": "877624b6c57846e4" }, { "id": "term-remaining-useful-life-rul", "term": "Remaining Useful Life (RUL)", "definition": "Years remaining before a component requires replacement.", "do_not_use": "time left, remaining life", "content_hash": "5e15887b335ba926" }, { "id": "term-reserve-analyst", "term": "Reserve Analyst", "definition": "A SmartProperty role for reserve study professionals who prepare and maintain studies.", "do_not_use": "analyst, RS analyst", "content_hash": "a3eb036ad7b1fafa" }, { "id": "term-reserve-study", "term": "Reserve Study", "definition": "A financial planning document projecting long-term replacement costs for the association's components.", "do_not_use": "cap-ex plan, asset plan, reserve report", "content_hash": "0bf23c266e2bba61" }, { "id": "term-system-admin", "term": "System Admin", "definition": "Internal-only SmartProperty role with cross-account access. Not assignable to customers.", "do_not_use": "super admin, root", "content_hash": "05cc36a66c7b844b" }, { "id": "term-useful-life", "term": "Useful Life", "definition": "The expected lifespan of a component, in years, from installation to replacement.", "do_not_use": "lifetime, life expectancy, UL (alone)", "content_hash": "fa019037f548d90c" } ], "workflow_guides": [], "releases": [ { "id": "release-release-notes-2026-09-18-whats-new", "effective_date": "2026-09-18", "versions": [ "4.8.1" ], "categories": [ "Funding and accounting", "Projects", "Reports", "Reserve studies", "Your account and access" ], "action_required": true, "summary": "A bank connection that stops working now says so, instead of reporting success while your balances quietly go months out of date. The Component Inventory report can also include a Replacement % column, so phased components add up on the page.", "url": "/release-notes/2026/09/18/whats-new/", "content_hash": "1d60854901eb9da6" }, { "id": "release-release-notes-2026-09-01-whats-new", "effective_date": "2026-09-01", "versions": [ "4.8.0" ], "categories": [ "Funding and accounting", "Projects", "Reports", "Reserve studies", "Your account and access" ], "action_required": true, "summary": "Large reserve studies now open in seconds instead of locking up your browser, and the Plans menu has a new Fully Funded in 30 Years option. Notifications can be paged and filtered, and properties can create their own tags by default.", "url": "/release-notes/2026/09/01/whats-new/", "content_hash": "409ea6f6ac1dfb06" }, { "id": "release-release-notes-2026-08-14-whats-new", "effective_date": "2026-08-14", "versions": [ "4.7.10" ], "categories": [ "Projects", "Reports", "Reserve studies", "Your account and access" ], "action_required": false, "summary": "Your notifications now follow you across every property you manage, and the Reserve Analysis Report can be run against live data or the start-of-year snapshot, with every section reading the same one.", "url": "/release-notes/2026/08/14/whats-new/", "content_hash": "2d05a0dbce27eff3" }, { "id": "release-release-notes-2026-07-24-whats-new", "effective_date": "2026-07-24", "versions": [ "4.7.8" ], "categories": [ "Projects", "Reports", "Reserve studies", "Funding and accounting" ], "action_required": true, "summary": "You can now finish one part of a project and have your reserve study update right away, without waiting for the whole project to wrap up. Everyone assigned to a project also has a role now, and the Integrated Dashboard opens in about two seconds instead of twelve.", "url": "/release-notes/2026/07/24/whats-new/", "content_hash": "a208e5252283f6e6" }, { "id": "release-release-notes-2026-07-13-whats-new", "effective_date": "2026-07-13", "versions": [ "4.7.7" ], "categories": [ "Projects", "Reserve studies" ], "action_required": false, "summary": "When you mark a project complete, SmartProperty now walks you through updating the reserve study components that project replaced, so your study reflects the work without waiting for the annual true-up.", "url": "/release-notes/2026/07/13/whats-new/", "content_hash": "05a37b3f3dcdf298" }, { "id": "release-release-notes-2026-06-24-whats-new", "effective_date": "2026-06-24", "versions": [ "4.7.6" ], "categories": [ "Maintenance" ], "action_required": false, "summary": "Two fixes this time, one in maintenance and one in your photo library. Everything else in this release was behind the scenes.", "url": "/release-notes/2026/06/24/whats-new/", "content_hash": "944cf260ac506918" }, { "id": "release-release-notes-2026-06-14-whats-new", "effective_date": "2026-06-14", "versions": [ "4.7.5" ], "categories": [ "Projects", "Reports" ], "action_required": false, "summary": "Every project now gets its own folder in Files, and status reports you download are saved there automatically, so each project builds its own document history without anyone filing anything.", "url": "/release-notes/2026/06/14/whats-new/", "content_hash": "56892a54d353c452" }, { "id": "release-release-notes-2026-05-13-whats-new", "effective_date": "2026-05-13", "versions": [ "4.7.4" ], "categories": [ "Projects", "Reports", "Funding and accounting", "Your account and access" ], "action_required": false, "summary": "Clubs can now track fixed assets and depreciation on the same page they use for reserve planning. Change orders and their payments can be entered in one flow, and project task changes now come through by email.", "url": "/release-notes/2026/05/13/whats-new/", "content_hash": "8aab682c732452ac" }, { "id": "release-release-notes-2026-04-18-whats-new", "effective_date": "2026-04-18", "versions": [ "4.7.2" ], "categories": [ "Projects", "Maintenance", "Reserve studies", "Your account and access" ], "action_required": true, "summary": "The sidebar has been reorganized around what you are trying to do, so some things have moved. Maintenance tasks can also be updated in bulk now, and club portfolios get club language throughout.", "url": "/release-notes/2026/04/18/whats-new/", "content_hash": "163df5c3777e4f47" }, { "id": "release-release-notes-2026-03-20-whats-new", "effective_date": "2026-03-20", "versions": [ "4.7.1" ], "categories": [ "Reports", "Funding and accounting" ], "action_required": false, "summary": "The Project Status Report can now be tailored before you generate it, with a preview before the PDF. Contributions can also be reversed cleanly through the CINC integration.", "url": "/release-notes/2026/03/20/whats-new/", "content_hash": "77e4a3d29cc01629" } ], "meta": { "releases_coverage": { "complete_since": "2026-03-20", "latest": "2026-09-18", "count": 10 }, "schema_version": "v1", "base_url": "https://smartproperty-admin-guide.pages.dev", "content_hash": "984839f406ddfc65", "api": { "current": "/api/v1/", "schema": "/api/v1/schema.json", "discovery": "/api/index.json", "docs": "/api/", "resources": { "catalog": "/api/v1/catalog.json", "corpus": "/api/v1/articles.json", "document": "/api/v1/articles/{id}.json", "glossary": "/api/v1/glossary.json", "releases": "/api/v1/releases.json" }, "legacy": { "/api/articles.json": { "status": "supported", "identical_to": "/api/v1/articles.json", "note": "The original unversioned path. It has a live consumer, so it is supported with no removal date; it will not be withdrawn without a deprecation period agreed with whoever reads it. 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