Reference
Onboarding
- Big Projects: Notes/attachments/data out of current software
- Big Projects: Set up Recurring Journal Entries
- Big Projects: Set up Recurring Transfers
- Big Projects: Set up Services for each Association
- Big Projects: Set up Calendar Events for each Association
- Big Projects: ARC & CCR Types and Letter Descriptions
Modern Portal
- Best Practice: Calendar & Amenity Reservations
- Enabling Calendar Reservations for your Portal
- How to Switch your Portal between Classic and Modern view
- Modern Portal - The Homeowner Portal
- Modern Portal - Portal Payment Options for Owners
- Modern Portal - Homeowner ARC
Accounting
- How To Use Reserve Summary Report
- GL Accounts
- Editing GL Accounts for Associations
- GL Groups
- GL Research
- When To Write a Journal Entry
Accounts Receivable - A/R
- Refundable Deposits
- Utility Billing - Assessment Setup, Imports, & Statements
- Bulk Third-Party Statements
- Auto Fee Waivers in Vantaca
- Generating eStatements from a Calendar Event
- Add Charge Request - Action Item
Accounts Payable - A/P
- 1099 Process and 2020 Changes
- Setting up Board Approval of Invoices
- Association Service Contracts – Using Service Contracts to Automatically Post or Create Invoices
- Association Service Contracts - Using Service Contracts to Approve Invoices
- Setting up Service Provider Payment Methods
- Electronic Signatures
Vantaca 101
- How to Configure Assessments and Association Charges on Model Association
- Scheduling Broadcast Messages through the Association Calendar
- Interactive Reports
- What is the Model Association and How Does it Work?
- Association Activity Notes
- Copying An Action Item
Homeowners, Boards & Committees
- Homeowner Additional Info
- Adding a New/Previous Homeowner
- General Inquiry From Email Action Item
- New Owner Setup
- Manually Entering Previous Owners (No Import)
- Association Calendar Instructions
Community Managers
- Violation Inspection Review
- Individual Violations Outside of an Inspection
- How to use the Mobile App for Violation Inspections
- Navigating CCR (Violation) Types
- Pre-Paid Invoice Review
- Association Addresses
Customer Service
Superusers & System Admins
- No Reply Email Setup
- Email Research
- User Activity
- Two Check Signature Instructions for iPhone
- Merge Tags
- Action Type Rules
FAQ
- What is the difference between 'Send To' and 'Reply To' on Action Items?
- Why isn't my bank syncing?
- What are the different types of Reply methods for Email Templates?
- What are the different Document file paths that can be included in my financial delivery action item?
- Why isn't there an attachment on this bank return notifications Action Item?
- What's the difference between the Action Item Description and the Action Item Note?
Release Webinars & Notes
- Release Notes - July 22, 2021
- Release Notes - July 15, 2021
- Release Notes - July 8, 2021
- Release Notes - June 10, 2021
- Release Webinar - May 13, 2021
- Release Notes - April 28, 2021