Updated the Reset Password functionality in the CMP Homeowners > Logins screen to use the new One-Time code password reset process.

When management company staff click Reset Password, the system now generates a one-time code valid for 15 minutes that is emailed to the homeowner, replacing the previous temporary password system.

The homeowner experience remains identical to the homeowner-initiated reset process, ensuring consistency across all password reset methods.

For more information, see the “Vantaca Home – Resetting a Homeowner Password” and “How to Log In to the Homeowner Portal” article.

Enhanced security by removing one-time access codes from XN Notes and Activity Notes displays.

This prevents sensitive temporary authentication information from being visible in system tracking while maintaining comprehensive activity logging for administrative and homeowner account changes.

Invoice Approval Flow Available Balance Enhancement

Available: August 21, 2025

Enhanced the invoice approval workflow by adding Available Balance visibility to help reduce NSF fees when approving invoices.

The system now displays available balance information in the invoice approval summary, calculated based on reconciled or outbound AP payments from the association bank ledger, providing better financial context for approval decisions.

Homeowner Recurring Payment Report for Vantaca Pay

Available: August 21, 2025

Created a comprehensive Telerik report that displays all homeowners enrolled in active recurring payments through Vantaca Pay.

The report includes association details, homeowner information, payment methods, frequency, scheduled dates, and amount types, with filtering capabilities by association and export functionality to CSV/Excel.

Increase Character Limit on Attachments

Available: August 21, 2025

Increased the attachment filename character limit to 200 characters to prevent file extensions from being truncated during attachment processing.

When file names exceed 200 characters, the system now preserves the file extension and truncates the base filename instead, preventing attachments from being blocked due to security restrictions on files without extensions.

Enhanced Association Activity Notes to track all Service Contract changes including new contracts, edits, and deletions.

Activity notes now capture detailed field-level changes with Provider and Account Number identification (where possible), ensuring administrators can easily track contract modifications over time. 



For more information, see the "Association Activity Notes" article.

Improved the GL Entry screen to allow typing GL account numbers that match existing associated GL accounts, eliminating the need to manually select from the dropdown menu.

The system continues to validate entries and prevent invalid GL accounts from being processed, ensuring data integrity while streamlining the user experience.

For more information, see the "GL Entry" article.

Action Items Email Punctuation Formatting

Available: August 22, 2025

Fixed an issue where apostrophes and other punctuation in Action Item emails were displaying as HTML character codes instead of proper formatting.

The system now correctly displays punctuation marks both in the Vantaca platform interface and in outbound email messages, ensuring consistent formatting across all email communications.

Audio and Video File Attachment Viewer

Available: August 21, 2025

Fixed an issue where clients were unable to play audio files attached to action items.

Audio files (.wav, .mp3, .ogg) and most video files (.mov) now force a download when clicked in the attachment viewer, allowing users to play them with their local media applications. MP4 video files continue to play directly in the browser viewer popup.

This resolves security-related changes that previously prevented audio/video file playback.

Restored the missing Owner ID field option in the Accounting > GL Research screen column selection.

Users can now add the Owner ID column through the Hamburger menu to display owner identification information in GL Research results.

Enhanced invoice pay type defaults to prevent invoices from being processed without a pay type.

The system now automatically defaults pay types using the following hierarchy:

• Contract Pay Type
• Service Provider Association Override
• Service Provider Default Pay Type
• Check

The Choose a Method option has been deprecated.

For more information about this functionality, see the "Invoice Processing: Coding Invoices" and "Invoice - Complete Data Entry" articles.

Resolved issues with invoice bank account coding and payment application.

Fixed visual display bugs where invoice notes showed incorrect bank accounts and corrected payment processing to ensure invoices are paid from the correct coded accounts.

Enhanced owner payment return processing to properly create separate book entries for returned payments.

The system now correctly handles payment returns without causing out-of-balance conditions, ensuring proper reconciliation between homeowner ledgers and bank registers.

For more information, see the "Processing Bank Returns - Bank Return Notifications" article.