Skip to main content

​
Overview

Manage.Management provides different finance experiences for different users:
  • Directors and management companies work in a broader finance workspace with overview, transactions, budgets, service charges, reports, and Section 20 support.
  • Leaseholders and shareholders get a simpler money view focused on their own service charge position, invoices, payments, and building accounts.

​
Director and manager workflow

1

Navigate to Finances

Open Finances from the sidebar. Management-company users may need to choose the building they want to work on first.
2

Complete financial setup

Start with your building’s financial setup so the rest of the tabs can reflect the right service-charge and reporting structure.
3

Work through the finance tabs

The finance area is organised into operational tabs such as Overview, Transactions, Budgets, Service Charges, and Reports.
4

Use the specialist tools when needed

Section 20 workflow support, bank-transaction views, and accounting/integration surfaces appear where enabled for your account or building.

​
What the finance workspace covers

Use the overview and reporting areas to understand building performance, monitor budgets, review reserve-fund position, and keep the wider team aligned on the current financial picture.
Record, review, and manage the cash movements that underpin service-charge administration and resident billing.
Budget planning and Section 20 workflows help directors and managers prepare, communicate, and document bigger items of work.
Additional import and accounting tools appear where your organisation has enabled them, including MRI/Qube-related imports and accounting integrations.

​
Resident money view

For resident users, the goal is simpler: answer the questions “What do I owe?”, “What have I paid?”, and “What does the building’s latest financial picture look like?”.
1

Review your current position

Start with the main money card to understand your service-charge status for the selected property or unit.
2

Check the breakdown and invoices

Residents can review a service-charge breakdown and any outstanding invoices that need payment.
3

Review payment history and annual accounts

The money view also brings together payments already made and the latest annual account information available for the building.
4

Watch for Section 20 notices

If major works notices affect your building, they surface in the same finance area.

​
Good operating habits

Pick the right building first

This matters most for management-company users working across a portfolio

Keep documents nearby

Upload invoices, accounts, and notices so finance activity and supporting records stay aligned

Use the resident view as a sense-check

Make sure homeowners can understand the position, not just the internal finance team

Treat Section 20 as a communication workflow too

Major works work best when notices, documents, and financial context stay in sync
Public docs can explain the workflow, but they are not a substitute for building-specific legal or accounting advice.