Company Information can be edited through Settings > Company Info.  If setting up Company Info for the first time, simply edit the template.  One entry should exist for each office in your management company, which Vantaca calls a Company.  Each association will be assigned to a Company in the Association List.

What is a Company in Vantaca?

Vantaca uses "Companies" to differentiate office locations, website URLs, or even distinct Companies within the system. Your database will need at least one Company. You may want to use different companies if:

• You have multiple office locations and want to have their unique address or telephone numbers pulled into correspondence.
• You have acquired another company and wish for them to maintain their individual branding and website.

How do I see Company Information?

If you are setting up your Company Info for the first time, you will see template information for "Management Company". Click Edit next to this entry and enter your management company's information. If you have multiple Company offices, click New Company and follow the same process as below for each one.

1. Navigate to Settings > Company Info.
2. Click Edit next to a company or click New Company to open the Company Info screen.
3. Provide the following information:
   
   
   
   

   • • Name: The name of your management company.

     • Tax ID: The Tax ID of the management company.

     • Address/City/State/ZIP: The physical address for the office.

     • Phones/Fax: The phone information of the physical office.

     • Website: The website of your management company.

     • Portal URL: The website of your portal (after activation).

     • Remittance Address/City/State/ZIP: The remittance address information for the management company.  

     • Is Default: Select if this is your main Company office.

       • New associations default to the Company marked here but can be modified to a different Company in the Association List. You can only mark one Company as the Default.

       • AP checks and homeowner statements default to use the addresses associated with the default company.

         • To use the specific company address versus the default company address on homeowner statements, change the Association > Settings > Statements > Association Address from Default to Company.

         • To use the specific company address versus the default company address on AP checks, change the System > System Settings > AP > Check Address from Only Use Default Company to Use Association Company.
     • Statement Message: The statement message that will appear on homeowner statements. Note that this is a global message for all associations that use this Company address
     • Default Email Account: Select the default email account for the company. The dropdown list displays only those email accounts with an email type of General.
4. Click Update.