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 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
- Check Stock
Vantaca 101
- Update and Select
- Types of Reports
- User Communication Preferences
- Association Document Securities
- Searching for an Owner Payment (Payment Search)
- Creating Broadcast Emails using Homeowner Tags
Homeowners, Boards & Committees
- Resetting a Homeowners Portal Password
- Association Calendar Instructions
- Generating Homeowner Invoice
- How to Set Up a Tenant Record
- ARC Committee and the ARC Portal Items
- Mimic a Homeowner Portal
Community Managers
- How to use the Mobile App for Violation Inspections
- Navigating CCR (Violation) Types
- Pre-Paid Invoice Review
- Association Addresses
- Viewing Invoices - Using the Service Providers Invoices Page
- Navigating ARC/ACC Types
Customer Service
Superusers & System Admins
- Communication/Notification Settings on Action Types/Steps
- Association Override Letter Templates
- Portal Maintenance
- HomeWiseDocs Interface
- Role Security Templates
- Role Securities
FAQ
- Coupon Book Specifications
- 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