Managed Estates is the recommended package for estates, homeowners' associations and bodies corporate. The first accepted operating cycle is an approved levy run, a reconciled receipt and an owner statement, with one exception and one service request handled end to end.
The order names the stands or units in scope, the levy schedule, the interest treatment for overdue balances and the sign-off owner. The cycle is rehearsed on your approved import before it runs for real, and the totals are reconciled against the ledger before any statement leaves the building.
Approved levy run with the charge basis recorded per stand or unit
Receipting and allocation reconciled to the accounting engine
Owner statements showing charges, receipts, interest and balance
One exception and one service request handled through the workspace
Who this suits
Managing agents and trustees who currently run levies from spreadsheets, an ageing ledger or a mix of both, and who need the board to see a reconciled position without waiting for month end. Portfolios from a single estate to many entities under one managing agent fit the account model.
Where this edition stands today
Availability is confirmed edition by edition only when the purchased workflow and its financial connection have passed the release checks. Until then every edition is in discovery, and a scope review is the next step. The evidence recorded for Managed Estates is listed here so that nothing on this page reads as a promise it cannot yet keep.
Levy run, receipting and owner statements: The complete purchased workflow and its connection require release verification before operational availability is confirmed.
What a scope review is
A scope review is a working conversation, not a sales pitch. You describe your last labour-intensive or failed operating cycle, its source records and the person accountable for fixing it. We show the relevant workflow on safe data, say plainly what has been tested and what has not, and only then recommend one edition and one engine. There is nothing to buy on this website.
Next step
A scope review is the only thing this website offers. It is a working conversation about your last hard operating cycle, and it ends with one recommendation, one engine and a dated payment calendar, or with an honest no.