Contents
Coming Soon
Get an early look at improvements and corrections planned for upcoming releases:
- IQ: Community Brief: An auto-generated monthly email report that shows HOA boards what their management company delivered, built from data already in Vantaca and sent after the community manager reviews it.
- Forms: Build and Manage Custom Portal Forms: A new drag-and-drop Form Management screen in CMP for building and managing custom portal forms, with starter templates for ARC, General Request, and Service Request.
- Vantaca Home: Landing Page Designer: A drag-and-drop editor for designing the pre-login landing page in Vantaca Home, with no HTML or web design skills required.
- Vantaca Pay: Check to Digital: Vantaca scans the bank account details from a homeowner's most recent check (with their authorization), so they can convert to recurring ACH or make a one-time digital payment from Pay Now in a single click.
For full details, see Coming Soon in Zendesk or Guru.
New
IQ: Pay Insights
Vantaca Pay customers can now access Pay Insights within Vantaca IQ, which provides transaction-level search and summary analytics for payment data across your portfolio. This gives visibility into revenue share earned through Vantaca Pay, payment trends, and opportunities to increase electronic payment adoption.
Access Pay Insights through Management > Vantaca IQ in CMP, then click Insights > Pay.
Tabs:
- Transaction Search: Real-time search and filtering of individual payments, with a 12-month lookback and saved filter presets.
- Transaction Summary: Aggregated revenue metrics, your Vantaca Pay adoption rate, and the Association Check Payer Index.
Important: Tabs are only available to users with the Vantaca Pay > Pay Insights role security.
Release Date: 2026-06-30
Multi-Owner Support in the Manage App
The Vantaca Manage app now fully supports properties with more than two owners. Where the app previously showed only a primary and secondary owner, community managers can now see every owner tied to a unit, with the primary owner clearly marked throughout.
A Multi-Owner badge appears in the unit header whenever a property has more than one owner, and the Owner Info tab now includes a collapsible Multi-Owners section that lists each additional owner with their name, email, and phone number.
The property list displays all owners comma-separated, and global, association, and map search results show the searched owner first, followed by the property's other owners.
This gives managers working in the field a complete picture of who owns a unit. Available on both iOS and Android for associations that use multiple owners.
Release Date: 2026-06-08
Bulk Manage: Management Contracts and Contract Terms
Bulk Manage now extends to Management Contracts and to Contract Terms. A new Bulk Manage button on the Management Contracts toolbar opens the same workflow you already use on Admin Contracts, and Bulk Manage now includes a Contract Terms view on both Admin and Management Contracts.
Flat Fees on Management Contracts. Select Flat Fees from the fee type dropdown to view all flat fee line items across your associations in a single table: Association Name, Charge Type, Description, Association Expense GL, Fund, and Amount.
- Edit: Click any highlighted Amount field to update it inline. To apply the same amount to multiple rows at once, select their checkboxes first, then click into any field. Save Changes commits the update across all selected rows.
- Remove: Select one or more rows, click Remove Charges, and confirm in the dialog.
Only the Amount field is editable for management flat fees today.
Contract Terms. Select Contract Terms from Bulk Manage on either Admin or Management Contracts to view contract-level fields for every contract in a single table. Click Edit to update fields inline, then Save Changes to commit your updates across selected rows.
Release Date: 2026-06-02
Updates
| Release Date | Details | Customer Impact | Roles & Articles |
|---|---|---|---|
|
2026-06-29 Revenue Manager |
Service Provider Is Now Vendor in Revenue Manager Across Revenue Manager, the terms Service Provider and Provider have been renamed to Vendor to align with product terminology. This includes page titles, menu items, buttons, field labels, and related screens (for example, the Service Providers page is now the Vendors page, and New Provider is now New Vendor). |
Staff working in Revenue Manager see consistent Vendor terminology that matches the rest of Vantaca, with no change to how vendors are set up or managed. |
Roles: Accounting staff, Property managers Articles: Revenue Manager: Setup Revenue Manager: Contracts and Templates Revenue Manager: Getting Started |
|
2026-06-29 CMP |
Notes Column Added to the Budget Import Template The Vantaca budget import template now includes an optional Notes column that maps to the Notes field on each budget line item. The column is optional, so existing import files without it continue to work, and empty Notes cells leave any existing notes unchanged. |
Staff importing budgets can carry per line item notes straight into Vantaca instead of re-entering them by hand after import. |
Roles: Accounting staff, Property managers Articles: Importing Budgets: How to import an Association Budget Import Templates |
|
2026-06-25 Vantaca Home |
Multi-Day Amenity Reservations in the Resident Portal Residents, or staff on their behalf, can now reserve an amenity across a date range in a single action instead of booking each day separately. The system validates the full range against the amenity's reservation rules, and communities can be configured to cap reservations at a single day. |
Residents booking a multi-day amenity, such as a three-day clubhouse rental, can complete it in one step, and staff no longer stitch together separate daily reservations. |
Roles: Residents, Property managers Articles: Vantaca Home: Reservations |
|
2026-06-10 Integrations |
Work Order API Now Returns the Work Order Number When you create a work order through the write/createWorkOrder Standard API endpoint, the response now includes the work order's action item number (XN). Previously the endpoint returned only a success status with no identifier. |
Integration developers can immediately reference, update, or advance a newly created work order without a separate lookup to find its number. |
Roles: API integrators Articles: N/A |
|
2026-06-09 CMP |
Vendor Setup Now Uses the Vantaca Vendor Name The Vantaca Vendor integration setup screen and the SSO connect flow now use the Vantaca Vendor name, replacing the former VendorHub and Vendor Pay labels. This matches the already-rebranded connecting page. |
Staff setting up or connecting Vantaca Vendor see consistent, current branding across the setup screen and connect flow. |
Roles: Administrators Articles: Vantaca Vendor: Pay Set Up |
|
2026-06-08 CMP |
Reposition the Email Designer Formatting Toolbar You can now move the inline text-formatting toolbar in the Email Designer out of your way while editing. A grip handle on the right edge of the toolbar lets you drag it anywhere on screen, and it no longer blocks clicks on the content behind it. The toolbar returns to its default position the next time you open the designer. |
Staff building emails can slide the formatting toolbar aside to see and edit the content underneath it, which makes working on tightly laid-out templates easier. |
Roles: Staff who build email communications Articles: Email Templates |
|
2026-06-02 CMP |
Send Test Email from the Email Designer The Send Test button in the Email Designer now sends a real test email to your inbox so you can preview the design and merge tags before saving. The dialog stays open if the send fails so you can retry. |
Designers can confirm rendering and token placement in their inbox without saving a throwaway revision to the action item. |
Roles: Anyone with access to Email Designer Articles: Email Templates |
Fixes
| Release Date | Details | Customer Impact | Roles & Articles |
|---|---|---|---|
|
2026-06-30 Vantaca Pay |
Itemized Payment Receipts Payment receipts now include itemized payment details, so recipients see a full breakdown of what was paid rather than a single total. |
Homeowners and payers receive clearer, itemized payment receipts. |
Roles: Homeowners, Payers Articles: Payment Email Notifications |
|
2026-06-29 Revenue Manager |
Coupon Book Charges Now Generate for Admin Billing Fixed an issue where coupon book charges configured with the Count Coupons count type were not automatically added to admin billing, so ordered coupon books went unbilled. Coupon book charges now generate the expected pending admin billing charge per coupon book at the configured rate. |
Accounting staff billing coupon books through HOA Mailers no longer need a manual contract workaround, and charges generate at the correct quantity and rate. |
Roles: Accounting staff, Property managers Articles: Revenue Manager: Contracts and Templates |
|
2026-06-29 Revenue Manager |
Corrected Revenue Manager Credit GL Entries Fixed the general ledger entry logic for Revenue Manager credits on both the management company and association sides. Credits previously posted incorrect entries at creation and application, recognizing income prematurely, leaving a phantom AR balance after payment, and stranding AP on association aging. Credits now post correctly: income is forgiven at creation with the liability holding the value until the invoice is paid at the reduced amount, and AR is cleared at application. |
Accounting staff who use Revenue Manager credits see accurate income recognition, AR, and AP balances without manual correcting entries. |
Roles: Accounting staff Articles: Credit Memos - Setup |
|
2026-06-29 CMP |
Duplicate Mailings to HOA Mailers Resolved Fixed an issue where orders sent to HOA Mailers through the print queue included every attachment linked to the generation action item, causing owners to receive duplicate or triplicate copies of a mailing. The print queue now sends only the intended single mailing per owner. |
Staff using HOA Mailers can send print jobs without owners receiving extra copies, reducing mailing cost and owner confusion. |
Roles: Property managers, Accounting staff Articles: Print Queue 101 |
|
2026-06-29 CMP |
Coupons Now Include All Fee Charges in the Late Amount Fixed an issue where in-house generated coupons showed only a single fee, such as interest or a late fee, in the Late Amount instead of the full total. Generated coupons now reflect all applicable fee charges. |
Homeowners receive coupons that show the correct total due, so collected payments match the full balance owed. |
Roles: Accounting staff, Homeowners Articles: Coupon Book Specifications for In-House Coupons |
|
2026-06-29 CMP |
Communications No Longer Send for Not Managed Associations Fixed an issue where external communications could still be sent for associations with a status of Not Managed. Communications to homeowners, board members, and vendors are now blocked for any association that is not in a Live status. |
Owners and board members of associations that are no longer managed will not receive Vantaca communications in error. |
Roles: All users, Property managers Articles: Association Status |
|
2026-06-25 Vantaca Home |
Confirmed Amenity Reservations Now Show on the Calendar Fixed an issue where confirmed amenity reservations were not displaying on the amenity calendar or the community calendar. Confirmed reservations now appear on both as expected. |
Residents and staff can see confirmed amenity reservations on the calendar again, with no bookings missing from view. |
Roles: Residents, Property managers Articles: Vantaca Home: Reservations |
|
2026-06-25 Vantaca Pay |
One-Click Recurring Now Shows the Correct $0 Max Amount Fixed an issue where a one-click recurring enrollment with Pay Full Balance turned on showed the last payment amount as the max amount in Manage Payments. It now correctly shows $0, matching enrollments set up through other methods. |
Owners using one-click recurring enrollment see the correct $0 max amount, consistent with enrollments set up through other methods. |
Roles: Homeowners Articles: N/A |
|
2026-06-25 Manage Mobile |
Manage App Now Shows Tenants Without an Active Lease Fixed an issue where tenants without a lease were not pulled into the Vantaca Manage app. The app now shows a tenant when the move-in date is in the past and the move-out date is blank or in the future, and it surfaces CMP tenants alongside Manage lease tenants. Tenants with an active lease continue to display as before. |
Field staff see every current occupant at a property in the Manage app, not just those on an active Manage lease. |
Roles: Field staff, Property managers Articles: Vantaca Manage App: Overview and Setup |
|
2026-06-25 CMP |
Email Template Tab Now Loads on All Action Steps Fixed an issue where the Email Template tab failed to load on certain action type steps, such as a Broadcast Email Message step, leaving a Try Again prompt that did not resolve. The tab now opens correctly on these steps. |
Staff can open, create, and assign email templates on every action step instead of being blocked by a screen that will not load. |
Roles: Administrators, staff who configure action types and steps Articles: Email Templates |
|
2026-06-09 CMP |
Forms Tied to Blocked Action Types Are Hidden and Flagged When a Dynamic Form is built on an action type that blocks action item creation, the form is now hidden from homeowners and flagged in the Form Management grid. |
Homeowners are no longer shown forms that cannot successfully create a request, and administrators can quickly spot affected forms to fix them. |
Roles: Administrators, homeowners Articles: Vantaca Home: Build and Manage Forms |
|
2026-06-09 Vantaca Home |
Board Members Can View Amenity Reservation Details Board members can now see who reserved an amenity directly on the amenity calendar in the Home Portal, including the reserver's name and contact information. |
In communities where board members manage amenity access in person, they can identify and reach the resident who booked a slot without routing through management. |
Roles: Board members Articles: Vantaca Home: Calendar & Events |
|
2026-06-09 Vantaca Home |
New Reservation Button Routes to the Current Reservations Page Fixed amenity reservation navigation so the New Reservation button opens the current Reservations page, removing a broken path and the duplicate request locations that confused homeowners. |
Homeowners follow one clear path to request a reservation, and requests no longer go through an unsupported page. |
Roles: Homeowners Articles: Vantaca Home: Reservations |
|
2026-06-09 Vantaca Home |
Internal Notes Stay Private Fixed an issue where internal notes could appear to board members on the portal when the Internal Note prefix was not reliably applied. Internal notes now remain private as intended. |
Staff can record internal notes with confidence that board members and portal users cannot see them. |
Roles: Management staff Articles: Action Item Descriptions and Notes: Understanding the Difference |
|
2026-06-09 Vantaca Pay |
Pay Insights Revenue Share Reflects Actual Charges Fixed an issue where the Estimated Revenue Share through Vantaca Pay metric in Pay Insights could report inflated management company revenue for clients whose flat fee settings were changed in place. Historical transactions are now priced at the rate that was actually charged. |
Management companies see revenue-share figures in Pay Insights that match what was actually charged through Stripe. |
Roles: Management company accounting staff Articles: Vantaca IQ: Pay Insights |
|
2026-06-08 CMP |
Failed to Assign Template Error Fixed an issue where assigning a letter template to certain action type steps, such as a Board Review and Vote step, returned a Failed to Assign Template error. Template assignment now completes successfully on these steps. |
Staff can assign letter templates to every action type step without errors, keeping board and committee communication workflows moving. |
Roles: Administrators, staff who configure action types and steps Articles: N/A |
|
2026-06-01 Revenue Manager |
XN Lab Preview Now Loads on Action Types Without Revenue Manager Steps Fixed an issue where the XN Lab Preview returned "No workflow found" on action types that did not have any Revenue Manager steps configured. XN Lab Preview now loads the workflow correctly for every action type, regardless of whether it includes Revenue Manager steps. |
Staff can preview workflows on every action type instead of being blocked when no Revenue Manager step exists on the action. |
Roles: All users with access to XN Lab Articles: XN Lab |
|
2026-06-01 CMP |
Model Documents Now Copy to New Associations Fixed an issue where documents stored in a Model Association's document folders did not copy to newly created associations. The folder structure and the documents inside now copy over correctly when a new association is created from a model. |
Onboarding a new association no longer requires manually re-uploading every document into the freshly copied folder structure. |
Roles: Onboarding, Implementation, Community Managers Articles: What is the Model Association and How Does it Work? |
|
2026-06-01 CMP |
Service Contract ACH Pay Type Now Applies to Invoice XN Fixed an issue where invoices generated from a service contract with a default ACH pay type defaulted to Check on the invoice XN. The pay type now correctly reflects the ACH setting from the contract. |
Cuts out the manual step of editing each invoice XN to change Check to ACH after the system created it. |
Roles: Accounting staff Articles: Association Service Contracts |
|
2026-06-01 CMP |
1098 Export: Long Association Names No Longer Spill into Homeowner Column Fixed an issue on the 1098 export where association names longer than 34 characters spilled into the Homeowner's name column. Association names are now truncated at 34 characters so the Homeowner column populates correctly. |
1098 filings for associations with long names no longer require manual cleanup before submission. |
Roles: Accounting staff Articles: 1098 Mortgage Interest Reporting |
|
2026-06-01 CMP |
GL Trial Balance on Financial Package Now Uses Two Decimal Places Fixed an issue where the GL Trial Balance report generated through the Financial Delivery Standard XN displayed beginning and ending balances with three decimal places. Balances now display with two decimal places, matching the report when run from the Reports menu. |
Financial Packages delivered to boards and clients now show currency formatting that matches every other report in the system. |
Roles: Accounting staff Articles: How To Create & Edit Your Financial Delivery Action Item |
Comments
0 comments
Please sign in to leave a comment.