A community question
Where did the money go?
A resident may see a charge but not the work it paid for. Connect an expense to the request, approval, vendor, and result.
The situation
Where did the money go?
A landscaping invoice appears in the monthly report, but the resident cannot tell what work was requested, who approved it, or whether the work was completed.
The answer is spread across an invoice, email, meeting minutes and a bank report.
What a connected record can do
Keep the answer with the evidence.
- 01
Start with the question
Connect an expense to the request, approval, vendor, and result.
- 02
Put the supporting pieces together
Connect the source, documents, decision, and reported result the association chooses to include.
- 03
Let the right person follow the trail
Give an authorized reviewer a clear route back to the records behind the answer.
Relevant context
What the record could include.
- Request: common-area landscaping
- Approval: board minutes reference
- Vendor: agreement and invoice
- Reported activity: matched transaction reference
Residents see only records the association makes available to them.
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