Financial history
Available budgets, assessments, invoices, vendor information, account activity, and related decisions give the incoming board a starting view of what happened.
Continuity
A clearer starting record for a new community.
When control changes hands, incoming leaders need an organized place to begin asking the right questions.
What belongs in the record
Documents and activity should have context.
Governing record
Declarations, bylaws, adopted rules, policies, and amendments help identify the framework the community uses.
Access by role
Residents, board members, managers, and developers can need different views. The community determines authorized access and the information each role may see.
Basic and Pro
Start with visibility, then add a governed workflow where it fits.
Basic shows available connected account activity according to community permissions. It works alongside the community’s existing tools and does not collect approvals or stop payments.
Pro is a workspace for supported financial requests, spending-related decisions, and configured checks. It keeps judgment with authorized people and does not replace the community’s governing process.
Community context
The governing framework still matters.
Florida Chapter 718 applies to condominiums, while Chapter 720 applies to homeowners’ associations. The applicable statute, governing documents, and facts must be reviewed for the community involved.
CAI Foundation guidance discusses records and controls around association funds. It is general guidance, not an endorsement of Bylaw Ledger or a determination of what a particular community must do.