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Share Financial Documents

Learn how to upload, share, and control visibility of financial documents in URBI Kore.

Last updated August 13, 2026

Building
    • Bulk Invite and Send Reminder
    • Filtering and Searching Units
    • How to filter units with the search bar
    • How to Import Locations and People
    • Import Errors and What They Mean
    • Importing Locations and People: An Overview
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    • Attach Supporting Documents to a Decision
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    • Attach Documents to Notes
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    • Create Notes Faster: Drag-and-Drop, Keyboard Shortcuts, and Batch Add
    • Pin Important Notes
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    • Create and Manage Documents
    • Documents
    • Share Financial Documents
    • Upload Bylaws and Governing Documents
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On this page

  • Overview
  • Uploading Financial Documents
  • Step 1: Choose a Folder
  • Step 2: Upload
  • Step 3: Set Visibility
  • Marking Documents as Forms or Procedures
  • AI-Powered Document Search
  • Tips

Overview

Financial documents like budgets, reserve fund reports, and audit results are critical for property management. URBI Kore lets you upload these files and control their visibility so the right people have access.

Uploading Financial Documents

Step 1: Choose a Folder

Navigate to your property's document browser and select an appropriate folder. Consider creating a dedicated "Financial Documents" or "Budgets" subfolder to keep financial files organized separately from other property documents.

Step 2: Upload

Click Add and select Upload Document, or drag and drop your files. Excel spreadsheets (XLSX, CSV), PDFs, and other common formats are all supported.

Step 3: Set Visibility

By default, uploaded documents are private. To control who can see a file:

  • Public (Eye icon on): Visible to all property members including board members and residents

  • Private (Eye icon off): Visible only to property managers and admins

Toggle the visibility using the action menu on any file.

Marking Documents as Forms or Procedures

URBI lets you tag documents with special flags:

  • Procedure: Marks the document as an operational procedure (blue flag). Useful for financial processes like expense approval workflows.

  • Form: Marks the document as a fillable form (orange flag). Only available when the document is both public and AI-enabled.

These tags help your team discover the right documents faster.

AI-Powered Document Search

For frequently referenced financial documents (like your annual budget or reserve study), enable AI Access from the action menu. URBI processes the file and makes it searchable through the HERO AI assistant. Your team can then ask questions like "What is the 2026 reserve fund allocation?" and get answers sourced directly from the document.

Tips

  • Upload budget documents as PDF for final versions and XLSX for working copies

  • Keep sensitive financial data private until it has been reviewed and approved for sharing

  • Enable AI Access on your reserve study and annual budget so board members can quickly find specific figures

  • Use consistent naming (e.g., "Budget-2026-Q1.xlsx", "Reserve-Study-2026.pdf") for easy searching

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