A finance experience for directors, managers, and residents
Overview
Finance in Manage.Management is role-specific. Directors and management companies get a broader workspace for running the building’s finances, while leaseholders and shareholders get a clearer resident view of charges, invoices, payments, and accounts.Director / manager workspace
Overview, transactions, budgets, service charges, reserve-fund visibility, reports, and Section 20 support.
Resident money view
Current position, service-charge breakdown, outstanding invoices, payments, annual accounts, and major-works context.
Director and manager finance workspace
Directors and management companies work through a set of finance tabs:1
Open Finances for the right building
Management-company users may need to choose the building they want to work on first.
2
Complete financial setup
Start with the building’s financial setup so the rest of the tabs reflect the right service-charge and reporting structure.
3
Work through the main tabs
Use the tabs above for day-to-day work — most activity happens in Transactions and Service Charges.
4
Use specialist tools where enabled
Section 20 workflow support, bank-transaction views, Xero, and MRI/Qube import surfaces appear where enabled for your organisation.
Collecting payments online
Where a management company has enabled online payments (via Mollie), residents can pay service charges and request fees directly in the platform with a Pay now button. Buildings without online payments show residents clear bank transfer details instead, with an I’ve made payment confirmation step so management can reconcile.Resident money view
Residents see a simpler experience with Overview, Service Charges, and Section 20 Notices tabs — answering the most important questions without exposing the whole management workspace.1
Current service-charge position
Review the headline balance or status for the selected property or unit.
2
Breakdown and invoices
Check the line items and any outstanding invoices that still need attention.
3
Pay online or by bank transfer
Pay outstanding charges with Pay now where online payments are enabled, or follow the bank-transfer details shown.
4
Payment history and annual accounts
Use the same area to review historic payments and the building’s shared annual financial records.
5
Major works context
Section 20 notices, where applicable, surface alongside the resident money view rather than in a separate silo.
Good public-facing guidance
Explain both sides of the experience
Directors need operational tools, but residents need clarity. Good docs acknowledge both.
Keep finance linked to documents
Accounts, invoices, budgets, and notices are more useful when the supporting files live nearby.
Use meetings and communications when needed
Bigger financial changes often require a matching communication or meeting workflow.
Avoid over-promising automation
Only describe integrations or exports that are enabled and documented for your organisation.