Release Webinar - Dec. 19th, 2018

Vantaca Webinar Dec 19 2018 from Vantaca Video on Vimeo.

 New Features:

1. Email Research screen

Our new screen, Mailroom -> Email Research, allows users to research information on outbound emails, such as delivery status, time and date stamps and the action item information related to that communication.

2. Certified Mail

In the Vantaca Word Template Manager add-in, when uploading documents users can now choose either the regular format (“First Class”) or the certified format (“Certified”). This will mark that item in the Mailroom -> Print Queue page on the Send Certified column, and will also flag documents as certified which are sent through our third-party integrations such as Optimal Outsource or SouthData.

3. Open Invoices Report

This is a new report showing all open invoices at the association level.

4. Income Statement Summary – Consolidated/ Balance Sheet Comparison – Consolidated

These new reports are the consolidated versions of the existing Summary reports.

     5. Service Providers 1099 Balances screen

This screen will allow users to view and add detail for 1099s for the different service providers in their database. Coming Soon - the ability to print the data on 1099 forms!

Bug Fixes

162323920: Date Posting for Payment

Payments made after 7PM EST / 4PM PCT no longer results in error “You cannot backdate a check”. The issue was that the server runs on UTC time which is EST +5, making 7PM EST the next day on the server. NOTE: pushed 12/3.

162490215: SouthData Statement CSV Missing State and ZIP

The CSV generated for SouthData statements was missing the State and ZIP in column City/State/Zip. These have been added. NOTE: pushed 12/6.

162546377: SSO bugfixes

If an account did not have a homeowner first name, the SSO would fail to log in. Also, if the account was unknown, the SSO would direct users to the Portal login page instead of the error page. Both issues have been fixed.

162259979: Contract End Dates – not filtering

Service contracts set up with Autopay would still post after the contract end date. This has been fixed.

161630836: Late Date Merge Tag

The Late Date tag pulled in a timestamp with the date. The timestamp always was 12:00 AM and also did not have a purpose, so the time portion has been removed from this tag.

162480893: ACH Draft Settings Bug

If in Association > Settings the ACH Auto Draft Day is set to “Don’t Run ACH”, the ACH posting function would crash and stop processing. This does not happen anymore. Note that the Beta environment throws errors after triggering the ACH process. Testing consisted of verifying that the ACH process would not crash in this setup. That was verified by the error message type.

162481135: Check Queue for New Associations

Associations that are new after the last release were not able to send checks to the Check Queue. This has been fixed.

162383987: Portfolio Action Item Assignments

Since the last release, users available for Action Item assignment were based on the “default” portfolio that was assigned to the association prior to the last release. This has been fixed to show the correct users for assignment.

162260030: Company Tags in New Associations

Associations that are new after the last release would not pull in Company tags correctly. This has been fixed.

162383959: ACH Payments for New Associations

Associations that are new after the last release did not process ACH; instead, they would stay at the Paid step but not leave the account. This has been fixed. Note that the Beta environment currently throws errors past this step. Testing consisted of verifying the Paid step got stepped away from, after triggering the ACH process.

159249334: Auto System Messages in Letters / Emails

Tag “Action Item Note” would populate with the latest Action Item message if no note was given. This tag has been modified to show only if a note was manually given. For the existing situation, where the tag is populated with the Action Item step if no note was manually added, a new tag called “Action Item Note – System Note” has been created.

162055856: Misc Deposits

Misc deposits from Lockbox imports were defaulting to the first Fund on the list, alphabetically. This has been corrected to defaulting to the Operating account.

162651632: Reclassing Invoice GL – Date issue and wrong GL

Reclassing a GL in Accounting > Bank Register now requires a date to be entered. There also was a bug where if a new invoice detail was entered, the wrong GL would show in the Service Provider > Invoices screen, tab Audit, column Cash Debit. Now the correct GL shows.

162638006: Coupon Book for Owners in Multiple Associations

Running the In-House Coupons with homeowners that have properties in multiple associations would cause the Coupon Book to create additional (incorrect) records for the properties in other associations. This has been corrected to only create coupons for the selected association.

162461333: Balance Sheet Comparison – Funds

The Balance Sheet Monthly Comparison separated funds in a weird fashion, which has been corrected.

162276860: Reports missing prior year net income

No prior year Net Income was added to the Retained Earnings GL if the System Settings’ “Retained Earning Calculation Start Date” has the same year as the start of the current Fiscal Year. This has been corrected.

162202400: Income Statement W/ Breakout

This report did not recognize the GL grouping order defined on the Association > GL Accounts > GL Groups page. This has been fixed.