Summary: This article will explain situations that would prevent your Bank from syncing as expected.
Why Isn't My Bank Syncing?
If your bank is integrated with Vantaca, it should sync transaction information overnight, making your bank reconciliation process easy. There are times, however, when this process doesn't work as expected.
Note: Only Live associations will sync bank information. If your Association is not marked Live, nothing will populate. For more information on what is/is not available, read Live Vs. Not Live Association.
There are three pieces of Association information that need to match what the bank has on file to ensure the bank is syncing properly: Tax ID, Association Code, and Bank Account Account Number. Once you're able to confirm with the bank and either the bank makes a change or the data is corrected in Vantaca, the integration will work. Prior to submitting a support ticket, double-check the following items.
The Association's Tax ID is found in the Association List. Find the Association in question and click Edit. The Tax ID on file in Vantaca must match what your bank has on file.
In the same area, confirm that the Association Code matches exactly with the bank's records.
Association's Bank Account Number
The Bank Account Number is found on the Association > Bank Accounts screen. Clicking the View Acct No. button will display what Vantaca has as the full account number. If this is incorrect, you can Edit the bank account to correct it.
If you have verified that the Association's Tax ID, Association Code, and Bank Account Number are correct, the association is Live, and the bank information is still not syncing, please reach out via a support ticket for Vantaca Tech Support to research further.