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Release Notes - March 7, 2023

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Vantaca Features

Unmerge Homeowner

Description:

The following updates have been made to the Homeowner Merge Log:

  • Added the ability to Unmerge Homeowners from the Homeowner Merge Log.

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    • Unmerging Homeowners can only be performed if the following criteria is met:
      • The Merge was performed through the Merge Homeowner Action.
      • The Merge was performed no more than 30 days ago.
      • The merged property has not been a part of any subsequent merges.
      • The current status is Merged and not Unmerged.
        • The Unmerge Property button will be greyed out and unable to be clicked if any other criteria has not been met.
    • Clicking Unmerge Property will open the Confirm Unmerge form and display the following information that will be present after the merge:
      • Homeowner Name
      • HOID
      • Homeowner Email
      • Primary Address
      • Mailing Address
      • Phone Number
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    • Users will need Unmerge permission enabled under Settings > Roles > Security > Settings > Homeowner Merge Log.
  • An Activity Note will be created whenever a Unmerge Homeowner has occurred.
    • The activity note will display the following information:
      • Old Owner Name > New Owner Name
      • Previous HOID > Current HOID
      • Previous Primary Mailing Address > Current Primary Mailing Address
      • Activity will display as Owner Unmerge
      • Author will display the username of the user that unmerged the accounts.
  • An adjustable Date Range has been added to the Homeowner Merge Log.
    • Date Range will have the following options available
      • Today
      • Last 30 Days (Default Setting)
      • Last 60 Days
      • Last 90 Days
      • Last 180 Days
      • Last 365 Days
      • Custom

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Impact:

Previously, the only way to Unmerge Homeowners was to contact Vantaca Support and have them perform the unmerge. Now, as long as the previously merged homeowners meet the requirements, you'll be able to unmerge homeowners and rectify any issues without having to submit a support ticket and patiently wait for the resolution.

Service Provider Payment Method Activity Note

Description:

A System Activity will be made for Service Provider Payment Methods whenever any of the following actions have occurred:

  • Service Provider Payment Method
    • New
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    • Edit
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    • Delete
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Impact:

Much like other Activity Notes, these will enable you to keep track of any changes made to your Service Provider's Pay Type by letting you easily see who made what changes on what date.

 

Vantaca Corrections

Third Party Statements

  • Fixed an issue with third-party statements being run at a time that was causing the Action Item's Created Date to show as the next day due to a UTC issue.

Credit Distributions

  • Fixed an issue causing Credit Distributions being posted to the incorrect fund that is tied to the charge.

Voided Invoices

  • Fixed an issue with Invoices that have been voided and unvoided multiple times not accurately recording all performed voids and unvoids.

Vantaca API

  • Fixed the issue that was causing the following endpoints to return an unexpected
    500 Error.

 

Vantaca IQ Features

Additional Columns

An Action Item Step column and Association column have been added to various utilities throughout Vantaca IQ:

  • Business IQ
    • Open Invoices Additional Info - Action Item Step column
    • Open Service Requests Additional Info - Action Item Step column

    • Action Item Activity Additional Info - Action Item step and Association columns
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  • Association IQ
    • Open Invoices - Action Item Step column

    • Open Service Request - Action Item Step column

  • Employee IQ
    • Open My Items - Action Item Step and Association columns

    • Action Item Activity - Action Step and Association columns

 

Invoice Data Entry Popup

Clicking on the Employee's Completed field on the Business IQ's Invoice Data Entry will now provide a popup modal with the following information:

  • XN
  • Association
  • Type
  • Step
  • Last Activity (Date)

Association Redirects

Clicking the Association Name on the following Business IQ Association Metrics will now redirect the user to the Association Dashboard.

  • Open Service Requests
  • Open Invoices

Total Invoices Paid

Total Invoices Paid information has been added to both Invoice Overview donut graphs:

  • Business IQ Invoice Overview
    • The donut chart will now display the percent paid out of the total received.
    • Tooltip will now say, "The total number of invoices received and paid, the number of invoices processed through the Complete Data Entry step, and the average time those invoices spent in that entry step. This does not include voided invoices."
  • Association IQ Invoice Overview
    • The donut chart will now display the percent paid out of the total received.
    • Tooltip will now say, "The total number of invoices received and paid, the number of invoices processed through the Complete Data Entry step, and the average time those invoices spent in that entry step. This does not include voided invoices."

 

Vantaca Corrections

Company ID

  • Fixed an issue that was preventing users from being able to log in to Vantaca IQ due to their Company ID being composed of only integers which was preventing them from being able to log in via SSO.

Association Listing Property Count

  • Fixed an issue that was preventing the Association Listing's Property Count column from filtering as expected.

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