Vantaca IQ: Pay Insights

This feature is currently available to Early Access customers. It will be available to all customers in an upcoming release. Some details may change before general availability.

Pay Insights is a feature within Vantaca IQ that gives Vantaca Pay customers direct visibility into their payment transaction data and analytics. Using Pay Insights, management companies can search individual transactions in real time, view revenue metrics, and analyze payment trends across their portfolio.

Pay Insights includes two tabs:

• Transaction Search: Search and filter individual payment transactions in real time.
• Transaction Summary: View aggregated payment analytics and revenue metrics.

Contents

• Before You Start
  • Role Securities 
• Accessing Pay Insights
• Transaction Search
  • Transaction Table Columns
  • Filtering Transactions
• Transaction Summary
  • Revenue Metrics
  • Charts
• Access Scenarios

Before You Start

To use Pay Insights, your company must meet the following requirements:

• Active Vantaca Pay subscription
• Access to Vantaca IQ

Note: Vantaca Pay customers without a full Vantaca IQ subscription can access the IQ Pay Insights screen. Other IQ features are not available without an IQ subscription.

Role Securities

Access to Pay Insights within IQ is controlled by the Pay Insights system security role. By default, the Global Admin role has access.

To add the Pay Insights permission to a role, navigate to Settings > Roles and add the following security to the role: Vantaca Pay > Pay Insights.

For more information about adding permissions to roles, see the "Vantaca IQ: Securities and Permissions" and "Role Securities" articles.

Accessing Pay Insights

Pay Insights can be accessed from the following locations:

From Vantaca IQ:
1. Navigate to Management > Vantaca IQ.
2. Click Insights > Pay in the navigation menu.
3. Select the Transaction Search or Transaction Summary tab.

From Payment Search:
A quick-access link to Pay Insights is available on the Payment Search page.

From Reports:
A link to Pay Insights is available in the Reports section, next to the Vantaca Pay report.
 

Transaction Search

The Transaction Search tab provides a real-time, searchable view of individual payment transactions across your portfolio. It includes both Vantaca Pay and legacy payment transactions, with a lookback window of up to 12 months. 

The tab displays summary metrics above the transaction table:

• Number of Transactions: The total number of payment transactions for the selected filters and date range.
• Total Volume of Transactions in USD: The total dollar value of all transactions for the selected filters and date range.
• Total Amount Paid Out: The total dollar value of transactions that have been disbursed to the associations bank account.

Transactions Table Columns

The Transaction table includes the following columns:

• Association: The association the transaction belongs to. Long names truncate and display in full on hover.
• Transaction Date: The date the transaction was initiated.
• Homeowner: The homeowner associated with the transaction.
• Amount: The transaction amount.
• Status: The current transaction status. Vantaca Pay statuses include: 
  • Pending
  • Failed
  • Succeeded
  • Void: Includes voided and refunded Vantaca Pay transactions. Refunded transactions surface here regardless of their original status (Succeeded or Failed).
• Mode: The payment mode, such as:
  • Vantaca Pay
  • Check
  • Bank Auto Draft
  • Third Party
• Method: The payment method used for the transaction, such as:
  • Card
  • Bank
  • Other
• Description: A description of what the payment was for.
• Payment Type: Indicates whether the transaction is a one-time or recurring payment.
• Paid Out: Indicates whether the transaction has been paid out.

Filtering Transactions

Use the available filters to narrow results by association, date range, or transaction status. The date range is limited to the previous 12 months.

Saved Filters: Save your current association and status filter selections as a named preset. You can mark one preset as your default so it loads automatically the next time you open Pay Insights, and mark additional presets as favorites for quick access. Saved filters apply to both the Transaction Search and Transaction Summary tabs.

Note: Vantaca Pay transactions are available in real time. Non-Vantaca Pay transactions (checks, legacy payments) may have up to a 24-hour delay.

Transaction Summary

The Transaction Summary tab displays aggregated payment analytics and revenue metrics for your portfolio. Data on this tab reflects historical information and may have up to a 24-hour delay.

Revenue Metrics

The Transaction Summary tab displays six metrics:

• Number of Transactions: The total number of payment transactions for the selected filters and date range.
• Total Volume of Transactions in USD: The total dollar value of all transactions for the selected filters and date range.
• Estimated Revenue Share through Vantaca Pay: The total revenue share your management company has earned through Vantaca Pay.
• % of Trxns with Revenue Share (Vantaca Pay): The percentage of transactions that include a revenue share for your management company.
• % of Trxns without Revenue Share: The percentage of transactions that do not include a revenue share, such as non-Vantaca Pay payments.
• Estimated Additional Revenue Share Opportunity: An estimate of the additional revenue your company could earn if non-Vantaca Pay transactions were migrated to Vantaca Pay.

Charts

The Transaction Summary tab includes the following charts:

• Association Check Payer Index: A bar chart that ranks associations by their check payment volume, weighted by dollar value. The score multiplies each association's check payment percentage by its total dollar volume, so associations that are both large and check-reliant rank at the top. The x-axis displays dollar values. Use this chart to prioritize associations for digital payment conversion outreach.
• Transaction Volume by Month: A line chart showing total payout volume over time, broken down by month.
• Payment Modes: A pie chart showing the distribution of transactions by payment platform, such as Vantaca Pay, Bank Auto Draft, Check, and Third Party.
• Payment Methods: A pie chart showing the distribution of transactions by payment method: Bank, Card, and Other.
• Payment Surface: A pie chart showing the distribution of transactions by payment channel, such as Portal - Vantaca Pay, Guest Pay, Express Pay (Pay Now), and Non-Vantaca Pay.
• One-time vs Recurring: A pie chart showing the breakdown of one-time versus recurring payments.

Note: The Payment Modes, Payment Methods, Payment Surface, and One-time vs Recurring charts can be toggled between pie view and line view. The legend remains visible in both views.

Access Scenarios

The Pay Insights tabs available to a user depend on their subscription and role permissions.