Created a management company setting for Guest Payment feature control. The setting is located in: Settings > Interfaces > Vantaca Pay > Allow Guest Payments.

The setting defaults to enabled and can be modified by management company employees with appropriate permissions to control the feature access across all associations.

Note: This is in preparation for the Guest Payments feature which will be released shortly.

Created an association-level setting for Guest Payment feature control. The setting is located in: Association > Settings > Vantaca Pay > Disable Guest Payments.

This setting follows model association inheritance rules and is only available when the management company has enabled Guest Payments (with the setting above).

Note: This is in preparation for the Guest Payments feature which will be released shortly.

Enhanced the ARC Requests account dropdown for homeowners with multiple merged accounts.

The dropdown now displays in an Association Name - Address - Account Number format instead of just the address, helping homeowners clearly identify which account they are submitting requests to.

For more information, see the "Vantaca Home Portal" article.

Guest Payments will now display consistently in the CMP Bank Register, matching the behavior used throughout other areas of Vantaca for proper financial tracking and reconciliation.

Note: This is in preparation for the Guest Payments feature which will be released shortly.

Built a new Restricted Account Report providing management companies visibility into restricted association accounts based on Stripe statuses.

Includes Association name, Status, Date Restricted, Restrictions type, and Reason for Restriction.

Created a new Budget by Fund report that separates budget information by individual funds. The report creates separate pages for each fund, with funds ordered by their fund order number from lowest to highest.

The operating fund displays using the name defined in association settings, and fund formatting matches the income statement approach. Each fund's data is completely isolated on its respective page, and funds with no data are not displayed.

To view this report from the Reports menu, users must have the View permission enabled for the Budget by Fund report.


 

For more information, see the "Types of Reports" article.

Created a new Approved Annual Budget report that shows approved budgets for the next fiscal year. The report compares the current fiscal year budget by GL account to the approved budget for the next fiscal year. It includes a variance column that shows increases or decreases across fiscal year budgeted amounts.

To view this report from the Reports menu, users must have the View permission enabled for the Approved Annual Budget report.


 

For more information, see the "Types of Reports" article.

Added the new Homeowner Recurring Payment report to Reports > Vantaca Pay that displays all homeowners currently enrolled in recurring payments through Vantaca Pay. 

The report can be filtered by association and exported to CSV/Excel formats for further analysis and record-keeping.

For more information, see the "Types of Reports" article.

Fixed an issue where the GL Trial Balance report was calculating ending balances based on the last fiscal period regardless of the time period selected.

The report now correctly includes all transactions within the specified date range, ensuring accurate ending balance calculations for both fiscal year and calendar year reporting periods.

For more information, see the "Types of Reports" article.

Fixed an issue that prevented calendar events with recurring intervals greater than one year from generating associated action items. Events set to repeat yearly with intervals of 2+ years now properly trigger action item creation according to their recurrence rules.

The system now correctly processes recurring calendar events regardless of interval length, ensuring consistent action item generation for all calendar-based workflows.

For more information, see the "Association Calendar Instructions" article.

Fixed an issue where rent charges configured for auto-renewal were not preserving the original charge frequency when creating new charges.

Previously, annual rent charges were incorrectly defaulting to monthly charges during the auto-renewal process.

The system now properly preserves the original frequency setting when generating renewed rent charges.

Permission Bug Not Allowing Users to Access Manage Mobile

Fixed a permission issue that prevented Global Admin users from accessing the Manage Mobile app when the client was not using the Management Company association type.

Users experiencing this issue could log into the Manage Mobile app but would see zero associations available, effectively preventing them from using the application despite having proper permissions.

Users with Global Admin roles can now access the app and view all associations they are authorized to manage, restoring full mobile functionality for property inspections and management tasks.

Updated all system references from Pacific Premier Bank (PPB) to Columbia Bank following the bank's acquisition.

All user-facing elements, integration endpoints, and configuration settings now display the correct bank name.

Improved AAB integrated payables to include comprehensive invoice details (invoice number, date, description, and net amount) in payment submissions to Alliance Association Bank.

Provides complete invoice information for better payment tracking and reconciliation

Added comprehensive activity note tracking for all homeowner profile and settings changes made through the Vantaca Home portal.

The system now automatically creates activity notes when homeowners update contact information (email, phone, address), reset passwords, or modify preferences. Each activity note includes detailed information about the change, timestamp, and the homeowner who made the change.

For more information, see the "Navigating the Homeowner Activity Notes Page" article.

Added a new Communications page configuration option to Management Company Settings > Portal Pages.

Management companies can now control whether the Communications page is available across all associations and customize its content.

The configuration includes Is Live and Is Default checkboxes, a rich text editor for body content, and read-only fields for page path and title.

The Admin Billing table includes a new Charges Generated column that shows the charge type to help you identify the source of administrative billing charges.

Types include:

• All: Both internal and external charges were generated
• External: Only external charges were generated
• Internal: Only internal charges were generated

For details see the "Revenue Manager: Billing" article.

Replaced the Select dropdown with a Select All checkbox in Billing tables. When no filters are applied, and you enable the Select All checkbox, it selects all items across all pages. When filters are applied, only filtered items across all pages are selected, giving you precise control over bulk operations.

For details see the "Revenue Manager: Billing" article.

The Service Type field in the Manage mobile app is now optional. Users can create or modify a work order without entering information in this field, which improves workflow efficiency for property managers creating work orders during inspections.

For more information about Work Orders, see the "Vantaca Manage App: Work Orders" article.