Herald Dispatch

Herald Dispatch generates and distributes scheduled financial reports for the community. Quarterly. Semi-annual. Annual. They cover revenue, expenses, reserve balances, and other financial summary data — useful for board transparency and resident financial reporting.

What it does

When enabled, Herald Dispatch:

1. Runs on the configured schedule (quarterly, semi-annual, or annual)
2. Compiles a financial report covering the period
3. Distributes the report to the community via the configured channel (in-app, email, or both)

You configure what’s included and how it’s sent. The system handles generation and delivery.

Where to set it up

Configuration → Herald Dispatch

Toggle on, then configure:

Setting	Purpose
Frequency	Quarterly / Semi-annual / Annual
Distribution channel	In-app / Email / Both
Include sections	Toggle each report section on or off

Sections you can include

Each report can include:

• Revenue — dues collected, fees, other income for the period
• Expenses — community operating costs (if expense tracking is in use)
• Reserve balance — the community’s reserve fund balance and trend
• Overdue (anonymized) — aggregate delinquency without naming residents
• Upcoming assessments — any planned special assessments

Pick which sections fit what your community wants to share. Most communities include revenue and expenses; some include reserve balance for transparency; the overdue section is anonymized so it can be shared community-wide without privacy concerns.

Who receives it

Reports go to all community members based on the distribution channel:

• In-app — residents see the report in their portal
• Email — residents get the report as an email
• Both — both channels at once

This is community-wide transparency reporting. If you only want the board to see financial details, use Admin Digest instead.

Sample dispatch

A typical quarterly report might cover:

• Quarter dues collected vs. expected
• Major expenses for the period
• Current reserve fund balance
• Outstanding accounts (anonymized count and total)
• Any planned upcoming assessments

The actual format is generated by the system based on the sections you’ve enabled.

Herald Dispatch vs. Admin Digest

These two are sometimes confused:

	Herald Dispatch	Admin Digest
Frequency	Quarterly / Semi-annual / Annual	Daily / Weekly
Audience	Community-wide (transparency)	Board / admins (operational)
Content	Financial summary	Operational digest (dues, requests, bookings, etc.)
Purpose	Resident transparency	Board awareness

Use both: Herald Dispatch for periodic community transparency, Admin Digest for board-level operational awareness.

When residents respond

If residents reply to a Herald Dispatch email with questions:

• Replies go to your unified email inbox
• Treat them like any other resident question

A common reply: “Why are expenses higher this quarter?” — answer with your community’s actual context.

Common situations

”We don’t want to share financial details with residents”

Then don’t enable Herald Dispatch. Some communities run it; some don’t. The system is opt-in.

”Residents are asking for more detail than the report shows”

Two options:

• Enable additional sections (reserve balance, upcoming assessments) for more transparency
• Schedule a community meeting where the board walks through finances in person

”Can I generate one ad-hoc?”

The system runs on the configured schedule. For ad-hoc reporting, you can pull data from the ledger directly under Transactions and export as CSV.

”We sent a report with wrong numbers”

If the data was wrong (e.g., a major transaction was mis-categorized), correct the underlying transaction and let the next scheduled dispatch reflect the corrected state. Don’t try to retroactively edit a sent dispatch.

Plan implications

Herald Dispatch is included on the Automate plan and above.

Where to go next

• Admin Digest — operational digest for the board
• How the ledger works — what feeds the financial sections
• Plan and billing — what’s included where