Reference
Accounting
- Scanning Checks to your Lockbox (Alliance Bank)
- Editing GL Accounts for Associations
- Creating a Subledger
- Processing a Lockbox
- How To Import Homeowner Payments
- Admin Billing Report
Accounts Receivable - A/R
- Auto Fee Waivers in Vantaca
- Generating eStatements from a Calendar Event
- Add Charge Request - Action Item
- Billing Question Action Item
- How to Reallocate Payments (Payment Adjustment)
- Notifications of Change
Accounts Payable - A/P
- 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
- Invoice Duplicate Check
- Setting up Service Provider Payment Methods
- Electronic Signatures
Vantaca 101
- Copying An Action Item
- Keyboard Shortcuts
- Action Items - ARC Request
- Submitting A Support Ticket
- Print Queue 101
- Multiple Board Approval for Invoices
Homeowners, Boards & Committees
- Adding a New/Previous Homeowner
- General Inquiry From Email Action Item
- New Owner Setup
- Portal Payment Options for Owners
- Manually Entering Previous Owners (No Import)
- Resetting a Homeowners Portal Password
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
- User Activity
- Two Check Signature Instructions for iPhone
- Merge Tags
- Employee Change How-To (Users and Responsibilities)
- Bank Reconciliation Data Entry
- Communication/Notification Settings on Action Types/Steps
FAQ
- FAQ - Document File Paths
- Why Isn't There An Attachment On This Bank Return Notifications Action Item?
- Action Item Description vs Action Item Note
- How Will Changing The Date of a Recurring Payment Affect an Owner's Payment For That Month?
- How Can I Allow Owners In The Same Association To Choose Which Charges They Pay via ACH and Which Charges To Manually Pay?
- FAQ - What does the GL TranID Indicate?