Account Settings Overview

The Account Settings page is where you can configure the global preferences for your ManageCasa account. These settings apply across your entire system, helping keep your workflows consistent and saving time on repetitive setup.

From financial defaults to feature controls, this is where you tailor ManageCasa to match how your business operates.

Accessing Account Settings

• Click your Profile Avatar in the top-right corner → select Settings → click Account Settings

General Settings

These are your core system preferences:

• Currency - Shows the default currency used across your account (e.g., US Dollar).
• Use Cash-Based Accounting - Controls how income and expenses are recorded. If set to No, system will use accrual-based accounting
• Use Shared Contacts - Determines whether contacts are shared across your account.
• Auto Credit Transactions - Automatically applies available credits to open balances

Configurable Sections

Click Show within each section to expand and manage additional settings:

• Late Fees - Set default rules for late fee application.
• Invoice Number - Customize how invoice numbers are generated and formatted.
• Violations - Enable or disable the violations feature for tracking and managing community rules.
• Architecture Review - Enable or disable the architecture review feature for handling property change requests.
• Company Bank Accounts - Add and manage your company’s bank accounts for transactions.
• Partner Bank Accounts - Store and manage accounts connected to partner banks. Related article: How to Set Up Bank Integration
• Default Auto Deposit Account - Select which account will receive ePayment deposits by default.
• Survey and eVoting - Enable or disable surveys and electronic voting tools.
• Message Boards- Enable or disable community or internal message boards.
• External Maintenance Tickets - Enable or disable integrations for receiving maintenance requests from external sources.