Overview
Association reserves, recurring costs, and a snapshot of activity drawn from Bank Newport statements and board records.
Financials
Scroll through every checking transaction in one place—filter by month or category. Original statement PDFs remain available for audit.
Meeting minutes
Board decisions, assessments, and action items from association meetings.
Rules & regulations
Declaration, rules, and addendums. Place the master PDF in documents/governing/rules/ and any addendums in documents/governing/addendums/, then run ingest.
Insurance
Master property and liability policies—open the PDF for full declarations and endorsements.
Invoices
Vendor bills and invoices for association work and services.
Receipts
Payment receipts and proof-of-payment documents (e.g. QuickBooks confirmations).
Contractor & supplier contacts
Vendor contact information extracted from invoices and receipts on file. Drop new PDFs in documents/invoices/ or documents/receipts/ and run ingest.
Document library
Every PDF on file, grouped by category.