Settings > Banks

Before an Association's Bank Accounts can be set up, the Bank has to be entered into Vantaca. This must be done before adding Accounts on the Association > Bank Accounts screen. 

To Add a New Bank, click + New Bank.

You will then be presented with the following popup window.

Bank Name - This is the official name of the bank. This is the name that will populate on the dropdown menu when entering Association > Bank Accounts. 

Address 1-4 - Enter the address of the bank in the lines provided. 

ABACheck  - This is the Routing Number that will appear at the bottom of printed checks, next to the account number. 

ABADeposit - This is the Routing Number for deposits, such as Homeowner Payments. 

Branch - Enter the name or location of your preferred Bank Branch.

Contact Name - This is your bank liaison. If you have a personal banker with this Institution, put their name here. 

Phone - Enter the best phone number for the Bank Contact.

eMail - Enter the contact email address for the Bank Contact.