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New PW Community Setup - Coggle Diagram
New PW Community Setup
Ensure EPB is complete and accurate
Add new community to Appfolio
In MS Excel- Current month Billing Breakdown file
Create Community on Payables Tab
Insert Rows
Copy formatting from other similar existing community on Payables Tab
Insert 4 rows into Worksheet
Find where new community will slot into Payables worksheet Alphabetically
Edit Columns Description
One Column for each community bill
Multiple water columns for # of water accts
Last 3 columns shaded green for 'other Shared Bills'
Use pre-defined Billing Code for account # of Landscape and Snow Removal columns, otherwise use biller acct #
Add Community bills to each INPUT Tab where applicable
Add new line items to each applicable INPUT tab for each community bill
All columns on Payables Tab except green shaded cells should have formula to lookup amount on an INPUT tab
Copy the formulas into the Amount row for each bill to link to the INPUT tabs
Fill in 'dummy' dollar amounts to all accounts and green cells and ensure all data flows to Community tab correctly
On INPUT WATER tab, add the community in the 'Summary by Community' section on right and copy formula from another cell in column M
On Snow Removal tab insert line for all 4 snow removal events sections
Create new Tab for Community on BB
Find existing community tab most similar to new community to copy
Right click on Tab and click 'Move or Copy'
Select Tab and tick box to make copy
Rename new Tab to name of new community and drag to be in Alpha. order
Edit new community Tab
Change name of community at top
Edit Addresses to include all units of new community (add or delete rows as needed)
Edit column headers of billing breakdown table to reflect community bills
Link Community Tab to Payables Tab
Link Acct # cells of Utility Bills
Link Dollar amount cells of all Bills
Link all cells in green 'Other Shared Bills' table
Add new community and units to all the OUTPUT Tabs
Download CSV file for community using the 'Bulk Charges and Credits' task in Appfolio
Insert rows in each OUTPUT Tab to paste data from downloaded CSV file from Appfolio
On OUTPUT Utilities Tab paste as many times as needed for each type of Utility bill
Add Community to top Summary sections on each OUTPUT Tab
Link cells in Amount columns on each OUTPUT tab to correct cells on Community Tab
Final step: Test by entering data. Enter data into all green cells on Payables tab for new community and all applicable INPUT tabs and ensure formulas and links and working accurately and amounts are flowing all the way through to OUTPUT tabs correctly
Ensure copy of PW Declarations and internal Onboarding sheet is available for reference