- Get started with dobby
- Install dobby
- Accessing dobby
- Setting up and managing buildings in dobby
- Creating an account
- Platforms
- Alerts
- Digital meetings
- Taking surveys
- Managing tenants
- Consult documents
- Communication
- Consult documents
- News
- Digital meetings
- Creating the General Meeting
- Calling on co-owners to activate and use dobby for the general meeting
- Starting the general meeting as a syndic
- Register attendance at the general meeting
- Managing proxies during the general meeting
- Review agenda items during the general meeting
- Organizing votes during the general meeting
- Have a voting point voted unanimously during the general meeting as an administrator
- Skipping a voting item during the general meeting as a syndic
- Completing the minutes and generating the report
- Closing and saving the general meeting
- Taking surveys
- Financial management
- Payment transactions
- Activating banking in dobby
- Transfer existing accounts to banking in dobby
- Transfer existing Swan accounts to banking in dobby
- Open a new account through banking in dobby
- Manage proxies via banking in dobby
- Make payments via banking in dobby
- Getting the owners’ association started with banking in dobby
- Banking in dobby
- Monitor the owners’ association’s accounts and capital through banking in dobby
- Payment transactions
Make payments via banking in dobby
Banking in dobby enables you to make payments for the owners’ association easily, securely and directly. This short step-by-step guide will help you get started with your first transactions:
After processing the incoming invoices from the owners’ association, select the payments you want to execute under ‘Bank’ in dobby.
Add all payments to a single payment queue to process them in a single batch.
Sign the transaction.
After signing, Swan processes the transaction immediately, and you can view the payment in the transaction history and see the current working and reserve capital balances.