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Release Notes - April 4, 2024

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Samantha Ledford
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Vantaca Features

Create Invoice Import

Need to add a large number of invoices into Vantaca?  Invoices can now be added in bulk through our Create Invoice Import feature. Found at Settings > Import > Create Invoices.  This feature allows you to quickly add a high volume of invoices at once, easily differentiating between separate invoices using the “AssocCode”, “ServiceProviderID” and “InvoiceNo” fields. 

All invoices added through the Create Invoice Import will be created in the “Complete Data Entry” step and can then be process through the invoice action item workflow.

Import Format 

import format.png

Column Details 

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Refundable Deposit – Move to Deposit Ledger

Need to track and manage refundable deposits collected via lockbox? Refundable Deposits that are processed through the lockbox can now be moved from the general ledger to the deposit ledger with the new “Move to Deposit Ledger” Adjustment Type. Located at the Homeowner > Ledger > Payment adjustment> Type of Adjustment.  

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Vantaca Corrections

Auto-selected Invoice XNs not saving details after "Save & Msg" feature 

  • Fixed an issue where the next auto-selected Invoice XNs were not saving entered details when they were preceded by an XN updated using the "Save & Msg" (New Message) feature. 

Action Items Sending Deleted Attachments (VNT-1178) 

  • Fixed an issue where attachments that were previously removed from an action item were continuing to send as an attachment. 

Action Items Balance Field Saved as Empty When Zero Added VNT-1373 

  • Fixed an issue where the Action items were showing the “Minimum Balance to Move On” amount was not added when it was set to zero. This was causing alerts of “No Min Balance Set” when the amount had been set to $0.00 in the action item rules.

action items balance field.png

Cure Period Merge Tag Not Working 

  • Fixed an issue where the <<Cure Period>> merge tag was not capturing the correct period based on the action item created date and initial cure date added. 

Optimal Third Party Mailing Validation 

  • Fixed an issue where Optimal was failing an entire batch for "Parser Errors" if the address data for a single record was invalid. 

All Board Members Report Filtering Issues 

  • Fixed an issue where the “All Board Members Report” was not properly filtering inactive users or association board. 

Portal Pages Not Providing Access to Documents 

  • Fixed an issue where Portal Pages were not allowing access to documents that were set to "Everyone" permission.  Homeowners were having to sign into the portal in order to view the documents. 

“From” Name on forwarding email accounts not being applied to emails 

  • Fixed an issue where the “From” Name on forwarding email accounts was not being applied to emails. 

Editing an action item causes the documents generated on that step to reprocess 

  • Fixed an issue where documents were regenerating when an action item was edited.  This was causing the documents generated on that step to reprocess, removing the originals, and was not displaying a warning message before doing so. 

Proposed Annual Budget Comparison Report not properly formatting percentages 

  • Fixed a formatting issue where percentages were not displaying the correct values. 
  • Fixed an issue where some logo files were unable to be uploaded, causing a server error message to display to users. 

Missing check image on homeowner ledger and bank register  

  • Fixed an issue where some check images were not being displayed on the bank register and homeowner ledger.  

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