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Finances

Manage income, expenses, and reserves transparently.

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Understanding the cash book

The digital cash book in WEGly and its features.

Record income or expenses

How to record income and expenses in the cash book.

Attach receipts

Attach receipts to bookings for complete documentation.

Filter the cash book

Use filters to find specific bookings quickly.

Manage special assessments

How to manage special assessments in WEGly.

Reserve calculator

How to calculate your HOA reserves.

House fee dunning levels

How to manage dunning levels for outstanding fees.

E-invoicing

How to use electronic invoices in WEGly.

House fee tracker

How to track house fee payments in WEGly.

finAPI banking

How to connect your bank account via finAPI.

Utility cost billing

How to create utility cost billing in WEGly.

Meter management

How to manage meter readings in WEGly.

DATEV export

How to export financial data in DATEV format.

Receipt capture

How to capture and digitize receipts in WEGly.

Direct debit

How to set up direct debit for house fees.

Approval workflows

How to set up approval processes for expenses.

Billing checker

How to automatically check bills for errors.

AI annual statement

How to create the annual statement with AI support.

Budget plan generator

How to create the budget plan with WEGly.

Automatic dunning

How to automate dunning in WEGly.

Insurance claim reporter

How to report insurance claims via WEGly.

OCR invoice recognition

How to capture invoices automatically via OCR.

Online banking

How to use online banking in WEGly.

Heating cost integration

How to integrate heating cost bills in WEGly.

Reserve warning

How to set up warnings for low reserves.

Special levy payment plan

How to create payment plans for special levies.

Special levy manager

How to manage special levies in WEGly.

Insurance dashboard

How to keep track of all your HOA insurances.

Cost distribution simulator

How to simulate different cost distributions.

UVI directory

How to use the allocation and distribution inventory.

Legal protection coordinator

How to coordinate legal protection cases in WEGly.

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