Vantaca Home - Boards - Invoice Approval

Note: Vantaca Home is being actively upgraded. We will post updated videos when complete.

Approve Multiple Invoice Tasks at Once

When you have several invoice approval tasks to handle, you can now select multiple invoices and approve them together.

1. On the Board Action Items screen, click the checkbox next to each invoice you want to approve.
2. (Optional) Click Select All to approve all invoices at once.
3. Click the green Approve button.
4. The approval workflow opens so you can complete all selected approvals together.

Note: Clicking Approve or Decline on a board action item now opens the decision workflow inline, allowing you to complete the approval without leaving the Board Action Items screen.

Note: This video is meant to be shared with a wide audience. Due to the various configuration possibilities with Vantaca, your Boards may have a different experience than what is shown here. Please review your configuration before sharing this video with your board. 

Use the Share button on the video to share this video with your homeowners by copying the Vimeo link, or you can embed the video right into your Homeowner and Board Portal by clicking Share > Embed (</>) and then copying the provided Embed Code into a useful spot within your portal.