Finance overview
See money setup, next finance tasks, and gaps that need attention.
Features
For resident-led blocks
Make every service-charge balance easier to explain
Keep service charge information easier to trace, review, and explain to leaseholders.
See it in Our Stairwell
See the complete story behind a unit balance
A populated ledger demonstrates how a committee or permitted resident can trace demands, receipts, credits, and the current balance.
Why it matters
Every balance needs a trail people can follow
Resident-led finance needs clear records without turning volunteers into a full back-office team. Our Stairwell keeps ledgers, demands, funds, bills, payments, credits, bank activity, reports, and year-end packs in a structured place.
- Traceable balances
Keep resident ledgers, credits, payments, and outstanding balances visible.
- Useful reporting
Create practical reports for committee review and resident questions.
- Linked evidence
Connect bills, bank transactions, documents, funds, and building work where they belong.
What you can do
Manage the complete workflow in one place
Start with the task the committee needs to complete, then keep its people, dates, documents, and decisions connected.
Resident charges
Issue block or individual demands, void incorrect demands, generate PDFs, and review charges by resident or unit.
Credits and refunds
Issue, void, distribute, and apply credit notes, then track refundable credit balances.
Unit ledgers
Give permitted residents access to their own charges, payments, credits, and balances.
Bank activity
Import or record bank rows, skip duplicates, review import candidates, and match receipts or payments to the right records.
Bills and documents
Record supplier bills, attach invoice files, link works, and match outgoing payments.
Funds and allocations
Track operating, reserve, and sinking funds with allocations linked to works and assets.
Reports and PDFs
Review financial reports, arrears, unpaid bills, report health checks, and export committee-ready PDFs.
Year-end packs
Save annual finance snapshots for AGM circulation and resident records.
Audit trail
Inspect ledger lines and retained finance activity by account, source, date, and sort order.
Settings and notices
Maintain payment terms, entities, notice addresses, finance categories, and legal notice details.
How it works
From first action to a record others can follow
Prepare charges
Set up demands, funds, unit records, and the billing period.
Record activity
Track payments, credits, bills, bank transactions, allocations, and adjustments.
Review and report
Use ledgers, reports, and year-end packs to answer questions without rebuilding the figures.
Ready when the committee is