Why is There an Association Missing From My Validation File?

Question: I was reviewing the validation file going to the bank but one of my associations is missing. What should I do?

Answer: There are a couple of things you should check when you do not have all of your associations or owners included in a validation file. 
 

Make sure the association is actually missing

To view the validation file that was sent, navigate to System > Jobs. You will most likely need to check "include closed" and you can search for "validation." You can download the validation file and confirm that the association is missing.
 

Is the association marked live?

Navigate to Association > Association List > Edit. The association must have a Live (1) status for it to be included in the validation file to the bank. 


 

Does the association have an operating bank account?

The association must have an integrated operating bank account to be included in the file. Navigate to Association >Bank Accounts and make sure the correct bank accounts have been added. Often times a test bank account is added during onboarding for testing purposes. This will need to be changed to the correct operating bank account.
 

Verify the association information with the bank

If the association is marked live and has the correct bank account attached, you will need to reach out to the bank to verify we have the same association tax ID, association code, and confirm the last four digits of the operating bank account number. 
 

Verify the association has not been deleted

To check if an association was recently deleted:

1. Go to Association > Association List
2. Click Include Deleted Associations (Last 30 Days) at the top of the page
3. Enter the Association Name in the appropriate column to search

If the association was deleted within the last 30 days, it will appear in the results with an Undelete button next to it.

Note: You can also check System > Activity Notes to view the deletion record, which includes the user who deleted it along with the date and time.
 

Contact Vantaca for support

After you have completed the above steps, it may be necessary to submit a ticket to Vantaca. Submitting A Support Ticket