This article will guide the Vantaca user to generate a Homeowners Transaction History Report and a Homeowners Statement. For demonstration purposes, assume that a homeowner, Bob Nanna, lives in the Third Floor homeowners association.
- Generate a Transaction History Report from the Homeowner Ledger page
- Generate a Transaction History Report or a Homeowners Statement from the Reports drop down page
- Describe the difference between a Homeowners Transaction History Report and a Homeowners Statement
To begin, hover your cursor over the Homeowners menu item, and the select Homeowner List page:
The screen will display all homeowners for all associations. To search within the appropriate homeowners association list, hover your cursor over the Homeowner List hotlink and then click.
This will bring you to a searchable box, where you will enter the desired association name, which in this example, is Third Floor. To find the homeowner, Bob Nanna, click in the search column labeled Homeowner, and type Bob Nanna. Select Bob Nanna’s homeowner account by clicking the Select button to the far right side of his name.
Once the homeowner account is selected, Vantaca will take you to the Homeowner->Action Items page. To pull a Transaction History Report from here, you can either select the Next Assessment hotlink from the homeowner’s top panel section, or drop down the Homeowners menu and select the Ledger page.
On the Ledger page there is a row of six tabs that will default to the Summary tab as the first open tab in this row. Navigate to the Transaction tab and from here, select the Transaction History Report button. This report will load in a new screen. You can change your date ranges and click preview to view any changes. When finished, the report can be saved and downloaded.
Alternatively, the Transaction History Report can be run by clicking the Reports menu item. Click the Homeowner drop down menu and then click the Run button on the report you wish to see, which in this case, is the Homeowner Transaction History Report. The report will again open in a new window, where you can change date ranges, save and download.
You can also generate a Homeowners Statement from the same Reports menu item by selecting the Statements drop down menu, where you will see the variety of different statement types that can be generated. Just like the Transaction History Report, the Homeowners Statement will open in a new window where it can be saved and downloaded. Note: you will NOT be able to change date ranges on Homeowners Statement because generating a Homeowners Statement also produces an attached remittance coupon on the bottom of the statement. In other words, the main difference between a Homeowners Transaction History Report and a Homeowners Statement is that the Homeowners Statement produces a remittance coupon at the bottom of the download.
In summary, a Homeowners Transaction History report can be generated from the Homeowner->Ledger page or from the Reports menu. A Homeowner Statement can be generated from the Reports page.