Welcome to the Shiftsuite Help Desk

Knowledge base

• Accounting

  Video Tutorials

  • Accrual List
  • Additional Attachments To Financial Statements
  • Administration Calendar
  • Bank Reconciliations
  • Budgets
  • Bulk Charges

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  Knowledge Base

  • Add Units
  • Adding a Company Wide Account In Chart of Accounts
  • Adding a Mortgagee
  • Adding Additional Owners
  • Adding Directors/Council Member Titles
  • Adding Owner Access Card Information

  See all 108 articles

• Conduit (statuscertificate.com)

  Video Tutorials

  • Adding a Cover Letter
  • Adding or Changing a Mandatory Category
  • Adding or Changing a Status Certificate Document
  • Adding the Status Certificate (formerly Form 13 )
  • Adding/Modifying Expedited Service to Company Profile
  • Archived Documents and Information

  See all 11 articles

  Knowledge Base

  • Adding a Cover Letter
  • Adding or Changing a Mandatory Category
  • Adding or Changing a Status Certificate Document
  • Adding the Status Certificate (formerly Form 13 )
  • Adding/Modifying Expedited Service to Company Profile
  • Additional Recipients to New Orders

  See all 19 articles

• Online Proxy

  Video Tutorials

  • Adding Additional Proxy votes

  Knowledge Base

  • Getting E-Vote Reports Manually
  • Getting the E-Vote link to Owners
  • Owner Details - Online Proxy
  • Understanding the Charts - Online Proxy

• Virtual Meetings

  Video Tutorials

  • Adding nominations from the floor
  • Different participant types
  • E-mailing/Publishing the Evote e-mail
  • E-vote - Stopping the Vote
  • E-Vote: Understanding the Reports
  • Getting E-Vote Reports Manually

  See all 15 articles

  Knowledge Base

  • Adding Additional Proxy votes
  • Adding nominations from the floor
  • Different Participant Types
  • E-mailing/Publishing the Evote e-mail
  • Managing the E-Vote (Electronic Voting)
  • Self Moderated & Moderated: Polls

  See all 15 articles

• Community Websites

  Video Tutorials

  • Community News
  • Editing Web Pages
  • Visitor Parking

  Knowledge Base

  • Access - Roles, Permissions, and Actions
  • Adding a Google Map onto your Community Website
  • Adding files to your Document Library
  • Community Website Login (Property Manager/Admin)
  • Community Website Rich Text Editor
  • Creating a Concierge in Community Websites

  See all 20 articles

• Announcements

  Software Updates

  • Accounting Update - January 2022
  • Accounting Update - November 2021
  • Accounting Update - October 2021
  • Accounting Update - May 2021

  Company News

  • Better Help Desk, Better Service

• Documentation

  Conduit

  • New Condo for Conduit (statuscertificate.com)

  Accounting

  • Detailed Opening Trial Balance Procedure
  • How to create your own Mail Merge Documents/Templates
  • New Condo Import Sheet
  • New Condo Setup

• Feedback & Enhancement Requests - Submit your requests to feedback@shiftsuite.com

  Accounting

  • Auditor Package