Release Webinar
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Vantaca Features
Bank Returns for Deposit Type Transactions
Now you can process a bank return for refundable deposits if for any reason it does not clear the bank. Deposit-type payments can now be searched on the Payment Search Screen (Homeowner > Payment Search) allowing you to create a bank return action item enabling proper reconciliation. Upon selecting ‘Return’ on the Payments Search screen, you will be presented with the ‘Return Item’ modal for this transaction. Next you will be taken through the steps to complete the return.
Return Item modal from the Payment Search screen

Once the return is created, an Action Item is kicked off to start the process of returning the refundable deposit to the owner when the account had insufficient funds for the transaction. After the return, the deposit will have a void and you can reconcile the return deposit. These next steps void and reconcile the returned deposit.

Deposit Ledger will show the processed deposit void reversing the Deposit Payment. Deposit Void Ledger Type should be used to reverse deposit GL Impact
Once the return has been made, the bank register is adjusted so that reconciliation can automatically occur.

Increase Credit Memo Attachment Size to 25 MB and Show Error Message if to Large
Credit Memo attachment size has been increased from 4 MB to 25 MB. In Service Providers > Credit Memos the max file size has been increased from 4 MB to 25 MB.

If an attachment exceeds the 25 MB size limit you will get an error message, "The maximum total upload size is 25 MB".

Vantaca Corrections
When logging in with invalid credentials the “Log In” button continuously loads
Fixed an issue where logging in with invalid credentials displays the correct message but the “Log In” button continues to display loading icon.
Recurring calendar events failing when day of week specified
Fixed an issue where reoccurring calendar events are failing to create action items.
Service contract email issue
Fixed an issue where work orders are not sent to the Service Provider contact set up for the association contract, but instead sending to primary contact for the service provider.
Skipped action items being assigned
Fixed an issue where action items are being assigned to the wrong users.
Semi-Annual and Quarterly assessments do not display correctly on Association Calendar
Fixed an issue where recurrence rules select a Yearly Frequency causing it to only show once.
CCR items Details Duplicate when Edited/Updated "Settings > CCR items Details Duplicate when Edited/Updated
Fixed an issue where CCR items were being duplicated when edited or updated.
Ownership Transfer takes previous owner date
Fixed an issue where the settlement date is not copied over to the previous owner as the date when they become the prior owner.
Action Item Description not showing in Message Preview
Fixed an issue where action item description did not show up in the message preview for new message template.
Duplicate address 2 on PPP export file
Fixed an issue where the address line 2 appeared twice on the PPP export file.
Ownership transfers not creating debits/credits/GL detail for new account
Fixed an issue where charges were not transferring to the new owner account not creating a GL Detail for the account.
Users can void items in closed fiscal periods
Fixed an issue where users could void items with dates from fiscal periods that have been closed.
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