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

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

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• 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

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  Knowledge Base

  • CONDUIT - Adding a Cover Letter
  • CONDUIT - Adding or Changing a Mandatory Condominium Document
  • CONDUIT - Adding the Status Certificate (formerly Form 13 )
  • CONDUIT - Adding/Amending Condo Units to an Existing Corporation
  • CONDUIT - Adding/Modifying Expedited Service to Company Profile
  • CONDUIT - Additional Recipients to New Orders

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• Online Proxy

  Video Tutorials

  • Adding Additional Proxy votes

  Knowledge Base

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

• 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

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  Knowledge Base

  • Adding Additional Proxy Ballots
  • Adding nominations from the floor
  • Different Participant Types
  • E-mailing/Publishing the Evote e-mail
  • E-Vote - Understanding the Reports
  • Managing the E-Vote (Electronic Voting)

  See all 14 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
  • Community Websites - Modifying Resident Credentials

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• 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

  • How to create your own Mail Merge Documents/Templates

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

  Accounting

  • Auditor Package