- 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
Open a new account through banking in dobby
You can open new IBAN accounts for owners’ associations in just a few clicks using banking in dobby. This helps reduce administrative costs, monitor activation closely, manage proxies and process all transactions in dobby. Follow the steps below and execute your first transactions the same day.
Step 1: In your familiar dobby environment, click ‘Bank’ and then ‘Accounts’.
Step 2: Click ‘Open new account’.
Step 3: Select your building from the drop-down menu, then enter the number of accounts and the expected monthly transactions. Upload the latest signed general meeting report here (max. 12 months old). Swan checks that you are listed as an administrator for this building in the CBE. If not, it verifies whether this report grants you a mandate. If the mandate is in another report, Swan will ask an additional question.
Step 4: Review the information being sent to the bank, click ‘Confirm’ and sign digitally.
Step 5: Swan validates the account, and you can start making payments after just 1 business day.