Validation

Overview

Validation is the formal check that a wave's data is correct before it loads to C3. This is Phase 8, and it begins once standardization is complete for the wave. The branch (or its CAMs) executes the validation; Implementation provides oversight and sign-off.

Validation requires the manager role or higher. Open it from Validate in the sidebar. It has three sections: Data Correctness, Cross-Entity Alignment, and Financial Reconciliation.

Data Correctness — the per-association wizard

The Association Data Correctness list shows every association's validation task, with status KPIs: Total, Passed, Failed, Pending, and Stale. A stale indicator flags validations where the underlying data has changed since the validation was completed — those associations should be re-validated.

Run the Validation Wizard for each association. It samples the association's real data and walks you through six data steps plus a final sign-off:

1. Association Info
2. Units
3. Accounts
4. Community Members
5. Bank Accounts
6. Vendors

For each step you mark substeps Passed or Failed (a comment is required on a failure). The wizard auto-saves your place and can be resumed. A completed validation keeps a full history and can be reopened when it goes stale.

Cross-Entity Alignment — panels

Cross-entity panels surface referential and business-rule misalignments across the wave. Each panel lists flagged rows that you mark Confirmed (accepted) or Needs Fix:

• GL, Charge Type & Bank Account Cross-Validation — charge types without a GL mapping; bank accounts with unmapped GL.
• Unit / Owner Count Parity — unit counts versus active owner counts per unit type.
• Recurring Charge / GL Period Alignment — recurring charges versus the fiscal calendar.
• Singleton Unit Types — unit types used by only one unit.

Financial Reconciliation — panels

• Account Balance Breakout by Charge Type — AR balance decomposition.
• Settled Accounts with Outstanding Balance — settled accounts that still carry a balance.

Thresholds and sign-off

A wave passes validation when it meets the configured validation percentage threshold (set by an admin in Organization Settings) and its cross-entity panel reviews are resolved. The per-association results and panel outcomes roll up into the wave's go-live sign-off — see Migration Tracking & Sign-off.

Completing validation advances an entity to the App Validated lifecycle state.

Related

• Standardization — must be complete for the wave before validation.
• Roles & Access — Validate requires manager or higher.
• Go-Dark — where the wizard and reconciliation panels are re-run on fresh data.