Summary: 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 with for them to maintain their individual branding and website.
How do I see Company Information?
Navigate to Settings > Company Info.
Note: If you are setting up your Company Info for the first time, you will see template information for "Management Company". Edit this entry to reflect your own management company's information. If you have multiple Company offices, click + New Company and follow the same process as below.
Complete the Company Info popup as appropriate:
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 (once activated).
Remittance Address/City/State/ZIP: Add remittance address information in the remittance address section.
Is Default: Check ‘Is Default’ if this is your main Company office.
1) New associations will default to the Company marked here but can be modified to a different Company in the Association List. Only one Company can be marked Default.
2) AP checks and homeowner statements default to use the addresses associated with the default company.
i) 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'.
ii) 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 will appear on homeowner statements. Please note that this is a global message for all associations that use this Company address.
When complete, click Update. If necessary, add additional companies by clicking the + New Company button.