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
Open Finances for the right building
Management-company users may need to choose the building they want to work on first.
Complete financial setup
Start with the building’s financial setup so the rest of the tabs reflect the right service-charge and reporting structure.
Work through the main tabs
The finance area is organised into operational tabs such as Overview, Transactions, Budgets, Service Charges, and Reports, with reserve-fund position surfaced across the wider finance view.
Resident money view
Residents see a simpler experience that answers the most important questions without exposing the whole management workspace.Current service-charge position
Review the headline balance or status for the selected property or unit.
Payment history and annual accounts
Use the same area to review historic payments and the building’s shared annual financial records.
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.