Portal
WELCOME TO THE BEVEN & BROCK BOARD MEMBER PORTAL!
As a board member of a Beven & Brock managed homeowner’s association, you have online access to your financial information in two different ways. All board members have access to “live financial information” through direct access to our accounting system, which is called “Yardi One.” Within the system you can access many different reports and download them into Excel or PDF format.
In addition, all board members have access to view “Reconciled financial statements” for prior months. The reports are also emailed or mailed monthly. These reports can be found in the portal called “Condo Café.” They are available only for board members only and this access should not be granted to owners, or copies of reports from this site should not be given to owners. There is some confidential information and owners can receive redacted versions by contacting our records Department.
Yardi One also offers access to board members who are the “approvers” of payables. The site is called “Payscan”, and it allows the “approver” to approve or question invoices prior to payment. Beven & Brock does automatically approve utilities and insurance to make sure timely payment is made.
The links below will provide you with the following information:
- Access the instructions to log in to Yardi and Payscan here as well learn how to obtain reports:https://www.bevenandbrock.com/log-in.pdf
- Approvers: you should have received Payscan instructions already and they will guide through the invoice approval process. If you did not receive the instructions, please email Help@bevenandbrock.com
- Approvers, when you log in, you are automatically directed to the Approval dashboard. To review financial information, you must change your role to “Board Member.”
- Approvers can utilize a phone app to approve invoices. The instructions are available at this link: https://www.bevenandbrock.com/log-in.pdf. Beginning on page 7
- Approvers:https://www.bevenandbrock.com/log-in.pdf you can access the payable procedures at https://www.bevenandbrock.com/payablesprocedures.docx
- To access bank reconciliations for prior months: Access your Condo Café account, go to Documents, then scroll down to“Monthly Financials” and click on the arrow to the left to open each year. The arrow to the left of each year can be clicked to display each month.
- General help on how to read the different financial statements: https://www.bevenandbrock.com/financialstatementhelp.pdf