7.12 Adding and configuring a HOA

This article will suggest the sequence of the actions to kick off with Keypoint Vera.

1. Create / import building

To create a building, please follow the steps in this article: 8.04 Create and manage buildings.

To import a building, please follow the steps in this article: 7.02 Import buildings.

2. Create / import units

To create units, please follow the steps at the bottom of this article: 8.04 Create and manage buildings

To import units, please add them in the building import file along with each building you are importing, for more info please follow the steps in this article: 7.02 Import buildings

3. Upload documents, if needed

Upload any documents that you would like to link to this HOA. You can create folders to organise your files.

4. Create / import co-owners and link them to their respective units

To create co-owners, please follow the steps in these articles: 8.02 Create and manage contacts and 8.04 Create and manage buildings. 

To import co-owners, please follow the steps in this article: 7.13 Importing building relations

5. Activate HOA management

To activate a HOA, click on the 'HOA management' button at the top right of your building page.

6. Create / import division keys

To create division keys, please follow the steps in this article: 3.01 Adding division keys.

To import division keys, please follow the steps in this article: 7.03 Import division keys.

7. Link responsibilities to administrators for the HOA

To link responsibilities to an administrator, please follow the steps in this article: 3.02 Creating responsibilities.

8. Import GLA's and link division keys

To create general ledger accounts, please follow the steps in this article 3.04 Creating general ledger accounts.

To import general ledger accounts, please follow the steps in this article 7.04 Import general ledger accounts.

9. Link financial settings for debtors and bank accounts

To link financial settings for debors and link a bank account, please follow the steps in this article: 3.05 Debtor setting per HOA.

10. Define council of co-owners

To define the council of co-owners, please follow the steps in this article 8.07 Council of co-ownership.

11. Link to Octopus case

To create a new HOA in Octopus, click on 'Link with Octopus case' and if no case exists yet, click on 'Create', fill in the remaining info (if not yet prefilled) and click save.

12. Sync HOA to Octopus so that the GLA is up to date

To Sync your HOA to Octopus, simply click on the three dots at the top right of your HOA page and click on 'Sync with Octopus'.

13. Octopus: Adjust the bookyear in Octopus to the current one

To adjust a bookyear in Octopus, please follow the steps in this article: 3.033 Creating/adjusting a bookyear in Octopus

14. Octopus: Create financial journals

To create financial journals in Octopus, please follow the steps in this article: 3.032 Creating financial journals in Octopus

15. Octopus: Create CODA-mandate for each bank account

To create CODA-mandates, please follow the steps in this article: 3.15 Creating CODA-mandates in Octopus

To see how to manually import CODA-files, navigate to this article: 3.151 Manually importing CODA's in Octopus

16. Sync bookyears to Vera and link the journals

After adjusting/creating the bookyear in Octopus, you will have to sync it in Vera. Please press the sync button marked in red in the image.

To link the journals, click the pencil icon to edit the bookyear and choose the correct journals from the selectors.

17. Enter opening balance through manual bookings

To enter the opening balance, please follow the steps in this article: 3.16 Opening balance through manual bookings

18. Octopus: Finalise opening balance and starting balance for each bank account

Go to Octopus and follow these steps to finalise the opening balance and starting balance, repeat this for each bank account: 3.17 Finalise opening/starting balance for each bank account in Octopus

19. Sync HOA to Octopus so the starting balance is visible in Vera

To Sync your HOA to Octopus, simply click on the three dots at the top right of your HOA page and click on 'Sync with Octopus'.

20. Enter contract between Syndic and HOA in Syndic Management

To create a contract, please follow the steps in this article: 3.13 Adding contracts