Release Highlights
Contents
Updates
Update |
Description |
Prevent Stepping of Violation Inspections |
- Users are now prevented from manually stepping Violation Inspections so they can properly approve or decline on the Inspections screen.
For more information, see the "Violation Inspection Review" article.
|
New Balance Summary Merge Tags |
- Added the following two merge tags to add dates to charges in the Balance Summary so homeowners can see in what period the charges took place and to comply with Florida statutes:
-
- Balance Summary with Dates
- Balance Summary (No Subledger) with Dates
For more information, see the Homeowner section of the "Merge Tags" article.
|
Corrections
Update |
Description |
Last Zero Balance
|
- Fixed an issue so that the last zero balance
now displays on the statement of charges.
|
Owner Statement Shows Double Charges |
- Fixed an issue so that when a homeowner
statement runs, assessments no longer duplicate on the statement.
|
Association Change After Invoice Was Expense |
- Fixed an issue so that after an invoice is expensed and has GL details recorded for an association, users can no longer change the association when they select the invoice. The invoice and details remain with the correct association, so it posts to the correct bank account or GL.
|
Portal Displays Incorrect Attorney For Blocked Account When Merged Account Selected |
- Fixed an issue so the attorney information displays for the specific account that is in collections, and it is not based on the HOA that is selected in the upper-left corner of the page.
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Vantaca IQ
New Feature - Vantaca IQ Dashboards
Vantaca is excited to introduce Team Dashboards within Vantaca IQ, a powerful tool that allows you to create and customize multiple dashboards tailored to your specific needs to enhance focus and efficiency. If you are an IQ Admin, you can also share dashboards with your team that they can view but not change to ensure security for the shared information.
Multiple Dashboards
Use multiple dashboards to help with information overload by categorizing and consolidating data into separate spaces. You can create multiple dashboards with different names and include different tools making it easier to track performance and streamline daily tasks. By selecting the dashboard you want to see, you can always view the information that is most important to you at the time.
Create as many dashboards as needed and click the name on the new Dashboards screen to open.
Share Dashboards
In addition, Vantaca IQ Admins can also share dashboards based on the team's roles and responsibilities to ensure that everyone has clear visibility into essential metrics. IQ Admins can centrally manage and distribute dashboards to ensure alignment on key metrics while promoting team accountability and transparency.
Simply create and name a dashboard with the information that your team needs, click Share (1), and select the people that you want to share it with. Users can view shared dashboards but cannot manage or share them themselves to keep security controlled and consistent.
In the following example, the A Test (2) and Portfolio A Dashboard (3) were shared by the Administrator. You can see the number of people it is shared with under the title.
For more information about how to create and share dashboards, see the "Vantaca IQ - Dashboards" article and the updated Vantaca IQ documentation suite.
Updates
Update |
Description |
Limit XN Lifecycle to the Selected Type |
- Updated the Action Item Lifecycle tool
to show steps that only exist in the action type selected on the action item lifecycle.
|
Corrections
Update |
Description |
Percentage Increase/Decrease |
- Fixed an issue where the percentage
increase/decrease on the Service Provider, Violation, and ARC Business tools included an extra day.
|
Vantaca Home and Pay
Updates
Update |
Description |
Updated Vantaca Pay Onboarding to Use the Physical Company Address |
- Management companies with a PO Box address in Vantaca can easily enable Vantaca Pay for new associations by providing a physical company address during Vantaca Pay onboarding.
|
Corrections
Update |
Description |
Legacy Auto-Draft Allows Enroll With Blocked Payments |
- Fixed an issue so that when homeowners turn on Blocked Payments, they cannot enroll in Auto-Draft (Legacy or Vantaca Pay).
|
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