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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.

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Director and manager workflow

1

Navigate to Money / Finances

Open Money (or Finances) from the sidebar. Management-company users can select a specific building or use the Quick Navigator (⌘K / Ctrl+K) to jump between blocks.
2

Choose Simple or Pro view

Directors default to Simple view for guided day-to-day workflows, and can switch to Pro at any time to access the double-entry TRUST / COMPANY ledger, period locks, Section 20 consultations, and statutory exports.
3

Select the Financial Year and Role Perspective

Use the persistent Financial Year bar (defaulting to the classic UK 1 April – 31 March year) and the Role Visibility Banner to preview exactly what Directors, Leaseholders, and Managing Agents see.
4

Work through the dedicated finance tools

Move between Overview, Budgets & Planning, Transactions (Manual & Bank Reconciliation), Service Charges, Works Orders & Invoices, Section 20 Consultations, Annual Statutory Accounts, and Reports & Analysis.

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What the finance workspace covers

Record transactions across four segregated books (TRUST, CLIENT_OTHER, COMPANY, and AGENCY), import bank statements across 13 UK/IE bank parsers (Barclays, Lloyds, NatWest, HSBC, Metro, Santander, Handelsbanken, Virgin Money, Allied Irish, Bank of Ireland, Revolut, Starling, Wise, plus OFX and ISO 20022 CAMT.053) with SHA-256 duplicate file rejection, post audited Journal Corrections (reverse_and_repost_journal), and sign off monthly Three-Way Reconciliations with a downloadable 12-Year Statutory Evidence Pack (Limitation Act 1980 s8).
Validate service charge demands against the fail-closed statutory gate (s47/s48, s21B, s166, s20B 18-month rule, and s42 trust bank checks) before dispatch. Use the Arrears Unit/Owner Balance Picker and 4-Stage Scheduled Compliance Comms (with selectable Tone of Voice and formatted A4 letter previews), run the Pre-Chase Compliance Gate, and export one-click Solicitor Handoff Packs.
Request Supplier Quotes with UK working-day overdue detection, issue recurring Works Orders and Purchase Orders with spend/count caps, enforce a 30-day supplier bank detail cool-off lock, capture supplier PDFs with AI OCR, and build BACS or SEPA XML (pain.001 / pain.008) payment runs protected by the Section 42 Trust Overdraft Guardrail and Building Safety Act Schedule 8 remediation blocks.
Track every block through the 7-Stage Plain-English Year-End Tracker (and 9-stage Year-End Closing Pack / YECP), prepare ICAEW TECH 03/11 service-charge accounts alongside separated Company / Dormant Accounts (with Companies House presenter & ACSP fields), auto-post Org-Policy Surplus Credits, generate 6 Standard UK Block Reports (1038a, 1038b, 006, 018, 021, 077), and export LPE1 Conveyancing and Monthly Director Board Packs.

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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

Pay online via Pay by Bank or by free bank transfer

Where online payments are enabled via Mollie, click Pay now to pay instantly via Pay by Bank (Open Banking) (with a transparent 1% managed / 3% self-managed platform fee so 100% of the service charge reaches the block’s trust account), or choose the Free (No Fee) Manual Bank Transfer (BACS) option with one-click copyable bank details and reference.
4

Review payment history and separated annual accounts

The money view brings together past payments and published annual accounts — clearly distinguishing Service-Charge Accounts (how building money was spent) from Company / Dormant Accounts (Companies House filings).
5

Watch for Section 20 notices

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

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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.