Reference
Accounting
- FAQ - How Do I Handle Payroll?
- Scanning Checks to your Lockbox (Alliance Bank)
- Editing GL Accounts for Associations
- Creating a Subledger
- Processing a Lockbox
- How To Import Homeowner Payments
Accounts Receivable - A/R
- 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
- Billing Question 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
- Invoice Duplicate Check
- Setting up Service Provider Payment Methods
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
- 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
- Reply Method Descriptions for Email Templates
- 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?