Bulk Third-Party Statements

With a recent release, Vantaca now has a new feature to save you time (and money) when generating your Third Party Statements! This feature makes use of the new "Third Party" Print Queue to send a single job file to your Third Party printing partner, instead of 1 job per Association. Take a look at the quick video below to learn more!

*Note* This feature is currently only available to Southdata and Optimal Outsource clients.

And for help on generating Third Party Statements in general, visit Generating Third Party Statements

• First start by visiting Settings > Action Types/Steps > find your Third Party Statements action type
• Go to the Send Statements step of the action type and click on Rules. Here we'll look at the Additional Action that is used for this step. Originally Send 3rd Party Statements was used however now we will utilize the Send to Third Party Queue additional action. Click Update to ensure that the change has been made accordingly.
• To test the change made, run a new action item for the Third Party Statements action type by utilizing a test association in your database. No need to change parameters here while running this as it is a test. Make sure to click Update and Select so that you can be brought to the action item page for your test.
• Give the action item a few moments to generate the information that would be sent to the third party, clicking on the XN number in the Action Center on the left hand side will allow you to "refresh" the progress of the generation.