Reference
Accounting
- GL Research
- Account Training Session Outline
- How to Import Homeowner Beginning Balances (One Import)
- Transfer Funds
- Budgets
- Creating a Financial Package
Accounts Receivable - A/R
- Association Funds and Pay Accounts
- Payment Allocation Import
- Processing a Homeowner Refund
- Generate Statements (Billing Preference)
- Generate Third Party Statements
- Collections Preview and Collections History
Accounts Payable - A/P
- Association Service Contracts - Using Service Contracts to Approve Invoices
- Invoice Duplicate Check
- Setting up Service Provider Payment Methods
- Electronic Signatures
- Check Stock
- Invoice Processing: Coding Invoices
Vantaca 101
- Types of Reports
- User Communication Preferences
- Association Document Securities
- Searching for an Owner Payment (Payment Search)
- Creating Broadcast Emails using Homeowner Tags
- Save Grid Settings
Homeowners, Boards & Committees
- Generating Homeowner Invoice
- How to Set Up a Tenant Record
- ARC Committee and the ARC Portal Items
- Mimic a Homeowner Portal
- Reviewing ARC Requests for ARC Chair and ARC Committee members
- Overview of the Homeowner List Page
Community Managers
- Navigating CCR (Violation) Types
- Pre-Paid Invoice Review
- Association Addresses
- Viewing Invoices - Using the Service Providers Invoices Page
- Navigating ARC/ACC Types
- Homeowner Offsite/Mailing Addresses
Customer Service
Superusers & System Admins
- Association Override Letter Templates
- Portal Maintenance
- HomeWiseDocs Interface
- Role Security Templates
- Role Securities
- Creating View Only Users to Access Vantaca.net
FAQ
- How To Add A Note To An Action Item
- FAQ - How can I create a Mail Merge for Homeowner Mailing Labels in Microsoft Word?
- FAQ - When is the invoice expensed?
- FAQ - Primary Charge?
- FAQ - Notifying Service Providers of Work Orders through Vantaca
- How do I stop billing on an owners account until a specific date?