Summary: This article will explain how to import homeowner payments in Vantaca after they have been scanned to the bank.
To complete a Homeowner Payment Import, you will want to create a Homeowner Payment Import spreadsheet in Excel (a sample spreadsheet can be found at the bottom of this article). Your Excel sheet will have 4-5 columns: Association Code (AssocCode), Account or OldAccount (Account), Amount, Date, CheckNo (optional). You are able to upload payments for multiple associations by including the AssocCode
After completing your spreadsheet you can import it into Vantaca by going to Settings > Import screen. Click New Import and choose Homeowner Payments (Import Type) and Append (Import Mode). You can import your file by dragging it to the Import File box or by clicking Select Files.
Once this is loaded, you will be taken to the final import screen. From here, any errors on your spreadsheet will show up in RED.
The error message will tell you what needs to be fixed on the import. If you edit within the import screen, remember to press Save at the top left. If you choose to edit the import within Excel, you will need to import the revised spreadsheet by following the steps above.
If you get an error message that says "Translation" or "Translate", you will need to click on the Translation tab and click on the empty field beneath Translation to choose the correct translation.
After fixing any errors you will be able to click Commit.
Those homeowner payments will now show up on the homeowner ledgers as payments.
Please sign in to leave a comment.