Release Webinar

New Features!

Modern Portal - Public Pages

Description:

Users will now be able to access the following public pages without logging into the portal:

• Documents: Added as a tab in the Modern Portal.
• Calendar: Added as a tab in the Modern Portal.
• FAQ
• Note: Use the following URL to access association specific pages: portal.vantaca.net/?c=(assoccode)

Impact:

Before this release, homeowners would need to log in to access these pages but now you can simply access the above pages without needing to login. Documents and Calendar have been added to the tab to reflect the Classic Portal tab selections to minimize confusion when switching from the Classic Portal to the Modern.

Enhancements - Association Notes

Description:

The Association > Activity Notes page will now display the following information:

• Any recent changes that have been made to the Association’s settings.
  • Users will be able to see the previous values and how they were edited.

• Any recent changes to the Association Documents page.
  • A note will be added for each folder or file edit.

Impact:

The ability to view any and all changes in an association’s history without needing Tech Support to look up the audit manually will save you time and effort and provide greater accountability for you and your employees.

Enhancements - Job Runner

Description:

The following changes have been made to the System > Jobs grid:

• A Status column and Job ID column have been added.
  • Available statuses to display can be one of the following:
    • Processing
    • Completed Successfully
    • Warning/Needs Attention
    • Error
    • Timed Out
  • Added a new Detail dropdown table will provide more information on a per-item basis for a job.
    • The Details table will contain the following columns:
      • Date
      • Description
      • Status
      • XN
      • Assoc Code
      • Account
      • Homeowner
    • Note: This enhancement will only apply to newly created jobs. Existing job details will not be grandfathered in with the update.

Impact:

The new additions to the Jobs page will help provide more specific information for the Jobs being executed in your system, allowing you to spend less time searching for the relevant information.

Enhancements - Balance Summary

Description:

A Balance Summary Merge Tag has been added which will display an owner’s charge balances at the time of being ran.

• Values will be pulled from Homeowners > Ledger > Summary Tab.
• Tag: <<Balance Summary>>

Impact:

This new merge tag will be useful to use in Collection Letters as it replicates the Summary screen on the Homeowner Ledger.

Enhancements - Company Info

Description:

The following fields will now be required when inputting Company Information.

• Name
  • Numbers allowed
  • Letters allowed
  • Special Characters allowed
• Tax ID
  • Allows at least 9 characters, up to 11 for the field.
• *The [FieldName] field is required will be displayed next to the field if left blank and user attempts to submit.

Impact:

Before this change, ACH files were being rejected by the bank due to an oversight when manually entering in the Company Information and these fields being left blank in error.

New Reports - Receivable Type Balance w/ GL Codes

Description:

The Receivable Type Balance w/ GL Codes report has been added:

• Report will be displayed in Reports > Financials.
• The Report will display owner ledger charges and payments over a given date range alongside prior and current balance.
  • The information will be grouped by charge and owner.
  • The Charge GL Code for each line item will display in the Charge
• The report will need to be enabled under: Settings > Roles > Reports > Financials.

Impact:

You’ll now be able to view GL Codes in the Charge portion of the report, allowing you to report on what association GL was used.

Corrections

Bugfixes

• The error causing the Valid Records count at the top of the lockbox screen to incorrectly display as 0 has been resolved.
• The Stop Payment button will now only be displayed for invoice check items where payments can be stopped.
• Emails will no longer lose their formatting after replying to the original action item.
• The issue involving the Submit Request menu option to be displayed in the Modern Portal menu in error has been resolved.
• Merge Tags ‘Today Long Format’ and ‘Today Short Format’ will no longer be affected by time zone issues and display correctly.
• The error causing owners to be redirected to the homepage after clicking “My Account” in their homeowner portal has been resolved.
• The Transfer Funds screen will now update as intended after a validation fail.
• The Replace mode on the Import screen will now delete and replace data correctly.
• When reclassing an invoice, an error was occurring that caused the author of the reclass to be logged as ‘System’ rather than the user who initiated the reclass.

Report Fixes

• Users will now be able to delete items that have been added to the Management > Financial Overview > Section GL.
• The error causing all versions of the Receivables Type Balance Report to not display association (homeowner) section headers correctly has been resolved.