Not Live Association Processes

Summary: This article will detail what processes will and won't work once an association is marked Not Live. 

To mark an association Not Live, navigate to the Association > Association List screen and click Edit on the association that is to be marked Not Live.

Uncheck the Live checkbox. Click Update to save the changes.

The following processes/functions will work:

• Manually generating and deleting charges
• Manually stepping action items
• The Lockbox will commit and post whatever is sent from the bank - non-live associations are in the lockbox file until the bank stops sending it
• Paylease payments will be posted
• Invoice remittance emails
• Blocked payment flag will only show up
• You CAN generate logins (but these won't be sent and the homeowner can't login)
• Bulk step action items
• Geolocation for the mobile app
• (PPB Only) New bank request

The following processes will not work:

• Services:
  • ACH
  • Money Movement
  • Vantaca will not look for the bank final statement
  • Outbound communication will not send: print queue, email, or text
  • Charge generation (process will not happen but you can manually do it)
  • Nightly generations and processes such as collections
  • Action items that are set to automatically advance
  • Paying Invoices
• Vantaca will not check for: balances, check images, statements
• Association is excluded from the validation file
• Recurring transfers and journal entries stop posting
• Owner ACH and payment plans and recurring eChecks will stop
• Auto-posted contracts will stop
• Action items that will send an email: the email will show as processed but will just get lost
• Auto Fee waiver
• ACH-Positive pay - if you cut a check, it will not show up in the bank register
• No access to the Service Providers > 1099 Balances screen

For information about offboarding an association, visit the Offboarding an Association article.