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 be live 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.
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
Comments
0 comments
Please sign in to leave a comment.