Features & tools
Real-time collections and arrears dashboard for the condominium
The collections and arrears dashboard is the summary view that shows the manager, for each condominium, how much has been collected, which instalments are overdue and how much is missing to cover the approved budget. Instead of reconstructing the situation by consulting the bank statement and the ledger item by item, the manager reads at a glance the real state of the cash and of the owners' positions. It is the tool that operationalises the monitoring of arrears that Article 1129 of the Italian Civil Code places among the manager's duties, and that feeds up to date data into reminders and into decisions to bring to the meeting. In AmministraPro the dashboard updates from reconciled movements and allocation plans, so the figures shown match the accounting and not a separate calculation.
From the static sheet to the live view
Many managers reconstruct the collection situation periodically, in a sheet filled in by hand that ages at once: the next day an owner has paid and the picture is already outdated. Across a portfolio of several buildings this updating work becomes a constant burden and a source of errors.
A dashboard that updates from reconciled movements removes this effort: each unit's position reflects the last recorded payment. The difference is not cosmetic, it is operational, because all downstream actions, starting with reminders, depend on the reliability of that picture.
What a good dashboard must show
The usefulness of a summary view lies in answering at once the questions the manager really asks, without having to derive them by hand from several sources.
The information should be presented per condominium, but also aggregated across the whole portfolio, so the manager sees both the individual building and the overall situation of their business.
- Total collected against the approved budget and the amount still to collect
- List of overdue instalments with the amount and matching unit
- Age of the delay, to distinguish recent from chronic arrears
- Real cash balance, consistent with the reconciled bank statement
- A portfolio summary, in addition to the single condominium view
From data to action: reminders and recovery
A dashboard is not only for observing, but for deciding. Seeing the age of the delay helps to grade the intervention: a delay of a few days is resolved with an automatic reminder, while chronic arrears require a more structured action, up to recovery under the protections of Article 63 of the implementing provisions of the Italian Civil Code.
Linking the summary view to automatic reminders closes the loop: notices go out to those who are genuinely uncovered, based on current data, and the manager focuses their time on cases that require human judgement, such as a repayment plan or a decision to submit to the meeting.
Reliability of the figures and transparency
The value of the dashboard depends on the reliability of the data that feeds it. If movements are not reconciled or allocation plans are not up to date, the view shows a distorted snapshot and the decisions that follow are fragile. The quality of monitoring is therefore first of all the quality of the underlying accounting.
Reliable figures are also the basis of transparency towards the meeting: at the annual report the manager presents a cash and arrears situation consistent with the accounting, in line with the reporting duties of Article 1130-bis of the Italian Civil Code, and every item is traceable back to the movement that generated it.
Frequently asked questions
What is the difference between a real-time dashboard and a collections sheet?
The sheet is a static snapshot that ages as soon as an owner pays and must be updated by hand. The real-time dashboard updates from reconciled movements, so each unit's position reflects the last recorded payment. The difference is operational: all downstream actions, starting with reminders, depend on the reliability of the picture, and always current data avoids notices on outdated balances.
Does the dashboard replace the mandatory accounting ledger?
No. The accounting ledger and documentation required by the Civil Code remain the official record of the management. The dashboard is a summary view that reads that data and presents it in a readable form, to help monitoring and decisions. It does not replace the manager's documentation duties, but makes them easier to consult and links the figures to operational actions.
How does the dashboard help in managing arrears?
It shows who is late, by how much and for how long, allowing the intervention to be graded. A recent delay is addressed with an automatic reminder; chronic arrears require a more structured action, up to recovery under the protections of Article 63 of the implementing provisions. Seeing the age of the delay avoids treating very different situations the same way and focuses time on the cases that matter.
Are the dashboard figures reliable?
They are as reliable as the accounting that feeds them. If movements are reconciled and allocation plans up to date, the view is trustworthy and decisions are sound; if the underlying data is incomplete, the snapshot is distorted. That is why effective monitoring starts from the quality of the underlying accounting, not from a separate calculation that risks diverging from the real data.
Does AmministraPro offer a collections and arrears dashboard?
AmministraPro updates the summary view from reconciled movements and allocation plans, so collections, overdue instalments and cash balance match the accounting and link the data to reminders. The available features are described on the /funzioni page, while the coverage of each plan is set out on the /prezzi page.
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