A bank statement often shows a single deposit for several months of contributions, or for several units at once. Imported as it was, that deposit was linked to no unit, and the months it paid stayed unpaid in CondoAide. It had to be split by hand, month by month and unit by unit.
CondoAide proposes the attribution when the arithmetic leaves no doubt
In "Finances", on the "Transactions" tab, contribution deposits that are not linked to any unit appear in the "contributions to fix" panel.
When those deposits, taken from oldest to newest, add up exactly to the oldest unpaid months, to the cent, CondoAide proposes an attribution. The panel says how many deposits, and for what total, close whole months. "Details" shows the months concerned and the units credited.
If the amounts do not match exactly, for example a deposit that pays one month and part of the next, CondoAide proposes nothing for that deposit. The deposit is then fixed by hand, with "Fix".
The bank data cannot show which co-owner paid in which deposit. Each unit that owes a closed month is credited its own contribution for that month, and the panel says so.
Review, then confirm
"Attribute" does not apply anything right away. The "Review the attribution" window shows each deposit, the months it pays, the units it credits and the amount per month. Nothing is saved before "Confirm the attribution".
The unit balances are then recalculated, and the attributed months show as paid, including on the co-owner's dashboard.
Every attribution is logged and can be undone
The "Recent attributions" card lists the attributions: the amount, the deposits, the units, the months, the date and the person who made it.
"Undo attribution" asks for a reason. The units show those months as unpaid again, and the deposits return to the contributions to fix. The undone attribution stays in the journal, marked "Undone", with the date, the person and the reason.
While an attribution is active, its deposits cannot be deleted, and their units, months, date, category and amount can no longer be edited: it has to be undone first. An attribution that would touch a closed fiscal year is refused, and an attribution can no longer be undone once the fiscal year it touches is closed.
A special assessment deposit goes to the unpaid installments
A deposit classified as "Special assessment", entered with "Add income" or fixed with "Fix", now asks which special assessment it is for. It is split among the chosen units according to their share of the special assessment, then applied to their installments still unpaid, from oldest to newest. The month of each payment follows the special assessment's schedule.
The special assessment must first be approved and billed in "Assessments". If a unit's share exceeds what it still owes, the deposit is refused, naming the unit and the excess.
These splits happen in the deposit's form: they do not go through the attribution journal.
Only the people who manage the syndicate's finances, such as the directors and the property manager, can attribute a deposit or undo an attribution.