Create Your Association in ManageCasa

As an Association Manager, one of the first steps in setting up your ManageCasa account is adding/creating and configuring all your associations. This ensures that properties are properly organized, allowing you to assign units, manage homeowners, and streamline operations from the start.

How to Create or Add an Association

1. In your ManageCasa account, go to the Associations tab → click “Create Association” or “Add” to begin.

2. On the Add Association page, fill in the association details. Fields marked with a red asterisk (*) are required. Here’s a guide to each section:

GENERAL INFORMATION

• Type (Required): Select HOA, COA, POA, or AOAO.
• Association Name (Required): Enter the official legal name of the association.
• Description (Optional): Add a short description. Anything you enter here will appear in the homeowner portal.
• Operating Account (Required): Choose the bank account(s) used for association transactions. Click + Add New if you need to create a new account.
• Lockbox Payment Account (Optional): If your bank supports Automatic Lockbox payments, select the account here.
• External E-Payment URL (Optional): Provide a link to an external payment provider if you want homeowners to pay outside of ManageCasa.
• Association Manager (Optional): This contact will appear in the homeowner portal for questions about the association.

ADDRESS

• Address Line, City, State, ZipCode, and Country (Required): Enter the office address of the association.

DEFAULT FEES AND FREQUENCY

• Auto Create Association Fees (Optional): Check this box to have the system automatically create and update owner invoices based on your settings. Changes to fee amounts, frequency, or new charges will automatically update future invoices.
• Start Due Date (Required): Enter the date when owners will be charged for the fees you set. We recommend entering the next upcoming due date. For example, if today is January 17, 2025, and your association charges monthly on the first of the month, you should enter February 1, 2025. This ensures that the system starts generating invoices from the next scheduled charge.
• Days Posted in Advance (Required): This determines how many days before the due date the charge will be recorded in the system. For example, if your fee is due on February 1, 2025, and you set 5 days in this field, ManageCasa will create the charge on January 27, 2025. This gives you and your homeowners a heads-up before the actual due date.
• Repeat (Required): Select how often the fees should be charged and when this schedule should end. You can set it to repeat monthly, quarterly, or annually, and choose whether it ends on a specific date, after a set number of occurrences, or continues indefinitely until manually canceled.
• Account, Deposit Method, and Amount (Required): The default account is "HOA Dues", but you can add other line items if your association charges additional fees. The Deposit Method is the bank account where collected payments will go. An ePayment subscription is needed to use this feature.

LATE FEES (Optional)

Late fees set under Settings → Account Settings → Late Fees will automatically apply. To customize for this association, click Override Default Settings.

• Grace Period Days: Number of days after the due date before the late fee is applied.
• Late Fee Type: Choose flat fee or percentage-based fee.
• Advanced Settings: You can:
  • Enable repeating late fees if a charge remains unpaid.
  • Exclude specific transaction types from late fees.
  • Set notifications so homeowners are informed before late fees are applied.

INVOICE NUMBER (Optional)

• Invoice Prefix: Add a custom prefix to invoice numbers.
• Current Invoice Number: Set the starting number for invoices.

Note: If left blank, ManageCasa will generate invoice numbers automatically.

3. Once all required information is entered, click Create Association to save.