Reference
Accounting
- Editing GL Accounts for Associations
- Creating a Subledger
- Processing a Lockbox
- How To Import Homeowner Payments
- Admin Billing Report
- How To Create & Edit Your Financial Package
Accounts Receivable - A/R
- Add Charge Request - Action Item
- Billing Question Action Item
- How to Reallocate Payments (Payment Adjustment)
- Notifications of Change
- How to Setup Owner Transfer Charge Type Rules
- How to Setup Action Item Charge Type Rules
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
- Keyboard Shortcuts
- Action Items - ARC Request
- Submitting A Support Ticket
- Print Queue 101
- Multiple Board Approval for Invoices
- Update and Select
Homeowners, Boards & Committees
- Adding a New/Previous Homeowner
- FAQ: How to Hide Board Directory from Portal
- General Inquiry From Email Action Item
- New Owner Setup
- Manually Entering Previous Owners (No Import)
- Resetting a Homeowners Portal Password
Community Managers
- 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
- Viewing Invoices - Using the Service Providers Invoices Page
Customer Service
Superusers & System Admins
- Merge Tags
- Employee Change How-To (Users and Responsibilities)
- Bank Reconciliation Data Entry
- Communication/Notification Settings on Action Types/Steps
- Association Override Letter Templates
- Portal Maintenance
FAQ
- FAQ: Rules Notifications - Electronic Preference, If None Then Paper
- FAQ - What does closing the fiscal period do?
- FAQ - Why isnt a GL account showing up on the Balance Sheet or Income Statement?
- FAQ: Why won't this ownership transfer actually transfer to the new owner for me?
- FAQ - How to merge GL accounts?
- FAQ: How Can I do a one time payment through ACH