Reference

Vantaca 101

• Navigating the Association Document Library
• How to Create Action Items from the Homeowner or Association List pages (Bulk Action Item Creation)
• How to View Vantaca Reports
• How to Login to Vantaca.net (For Management Company Staff)
• Overview of the Vantaca Dashboard
• What is an Action Item?

Homeowners, Boards & Committees

• Reviewing ARC Requests for ARC Chair and ARC Committee members
• Overview of the Homeowner List Page
• How to Add and Edit Homeowner Contact Information
• The Homeowner Portal
• Navigating the Homeowner Activity Notes Page
• Importing Homeowner Tags to an Association

See all 12 articles

Community Managers

• Viewing Invoices - Using the Service Providers Invoices Page
• Association Addresses
• Navigating ARC/ACC Types
• How to Approve a Partial Invoice Amount
• Running a Vendor Invoice Image Report

Accounting, A/R & A/P

• Posting a Payment to an Owner Account
• Operating Out of Balances
• AP Out of Balances
• PrePaid Out of Balances
• AR Out of Balances
• GL Out of Balances

See all 31 articles

Superusers & System Admins

• Portfolio Types
• New Association Checklist
• Documents on Action Items
• How to Create a New Association
• Property & Homeowner Imports
• How to Edit an Action Item Email Template

See all 10 articles

FAQ

• FAQ - Voided Payment - Error Processing Payment
• How to Delete an Attachment on an Action Item
• FAQ - Processing Bank Return in Vantaca for a Payment Received in Prior Software
• FAQ - Making Changes to ACH Records
• FAQ - Can Homeowners Step Action Items?
• FAQ - Assigning Responsibilities and Permissions