sailing

MyLakeAccess

description
Manager Tool

Annual statements

One statement per household, once a year

For communities whose books are in QuickBooks.

Pick a household and a year. MyLakeAccess builds the statement: every invoice of the year with what was billed, paid and still owed, then the boats, vehicles and season stickers on file. Print it as a PDF or email it to the household.

Key Benefits

checklist

It asks the household to check their boats.

Each boat and vehicle on the statement has a box to confirm it or mark it for removal, so the office hears what changed.

receipt_long

Honest numbers.

Paid invoices stay on the statement, voided ones are left off and counted, and on QuickBooks communities the statement says when the books last synced.

Lake association billing

Dues per lot. A pontoon rate and a kayak rate. A dock fee on the same household balance as the annual dues.

Named sales tax rates with dates. On Accounting 360 books, "Services 5.5%" starts on a date and is closed and reopened when the rate changes; each invoice uses the rate in force on its date and posts the tax to a liability account.

One amount due for the household. Registration fees, dues and memberships land in one balance, and on lakes that keep their books in Accounting 360, Pay All settles them in one payment.