Contents
New
Vantaca IQ: Community Brief
Management companies do an enormous amount of work for HOA boards every month, but they've never had a simple way to show boards what they delivered, until now. Community Brief is an email report, built automatically from data already in Vantaca, that summarizes the month for your board: dues collected, bills paid, questions and requests handled, inspections completed, community standards issues resolved, and more.
Vantaca assembles the report, writes a short plain-language narrative of how the month went, and applies your company's logo and colors so it looks like it came from you. The community manager opens the draft, reviews it, and makes any edits with the Community Report Builder, including an AI-assisted regenerate option, the report stays fully editable any time, right up until it's sent.
Community Brief can also be set up as a report option directly inside a Financial Delivery action item, so a board's financial package and its Community Brief are generated and delivered together instead of as two separate steps.
Release Date: 2026-10-01
Updates
| Release Date | Details | Customer Impact | Roles & Articles |
|---|---|---|---|
|
2026-10-01 CMP |
Do Not Reply Setting Restored to Rule Configuration The Use Do Not Reply toggle is back on each action item step's Rule Configuration tab and now links to the No-Reply email account you've set up, correcting a regression where the Email Template Builder's do-not-reply widget only inserted placeholder text without connecting to a real account. |
Clients can send from a do-not-reply email address for a specific step again, instead of every reply routing back to a monitored mailbox. |
Roles: Management company staff configuring action item steps Articles: What are the different types of Reply methods for Email Templates? No-Reply Email Best Practice: No Reply Email Setup Action Type Rules |
|
2026-10-01 CMP |
Set a Per-Association CCR Letter Description The CCR setup screen now lets you set a letter description for a CCR item at the individual association level, separate from the management company wide default. |
Staff can tailor CCR violation letter language for one association without changing the wording everywhere else that CCR item is used. |
Roles: Compliance/CCR staff, Association administrators Articles: Navigating CCR (Violation) Types |
|
2026-10-01 CMP |
Record Book-Side-Only Transfers With a Past Date Transfer Funds now allows a past date when Move Funds is unchecked, matching how the screen already behaves for accountants, instead of the API rejecting the date. The bank-send sweep was also corrected so these book-side-only entries can't be picked up and double-sent or self-voided once backdating is allowed. |
Accounting staff can record a transfer the same day it happened at the bank instead of waiting until the next business day to log it. |
Roles: Accounting staff Articles: Transfer Funds |
|
2026-10-01 CMP |
Email Templates Render Consistently in Outlook Line spacing and component placement in email templates now render consistently between Gmail and Outlook, including the Apple Mail app. |
Residents and homeowners see the email the same way it was designed, regardless of which email client they use. |
Roles: Affects rendered emails residents and homeowners receive Articles: Email Templates |
|
2026-10-01 Revenue Manager |
Detailed Invoices Show More Detail Detailed invoice line items now group into four sections, Action Items, External Charges, Ledger Activity, and Flat Fees, sorted alphabetically within each, and the description field now includes the owner's property address and account number alongside the existing transaction date, XN, and owner name. Applies to both the screen view and PDF export. |
Boards and owners can scan an invoice by charge type and identify the property without cross-referencing a separate owner list. |
Roles: Property managers, Board members, Accounting staff Articles: Revenue Manager: Billing |
Fixes
| Release Date | Details | Customer Impact | Roles & Articles |
|---|---|---|---|
|
2026-10-01 CMP |
First Month Rent Charges Post When Set Up After the Charge Rule The first scheduled month's rent charge now posts even when a homeowner's individual rent agreement is added after the rent charge rule was saved, matching the documented setup order. |
Rent administrators no longer need to re-touch the charge rule to trigger a homeowner's first month charge. |
Roles: Accounting staff, Rent administrators Articles: How to Set Up Credit and Rent Charges |
|
2026-10-01 CMP |
Pay Invoices Tabs Correctly Classify Warning and Future Invoices The Pay Now, Warning, and Future tabs on Pay Invoices now classify invoices consistently with the underlying data. An invoice that isn't currently payable no longer appears under Pay Now, and Warning correctly reflects invoices that would drop a bank account below its minimum alert. |
Staff reviewing Pay Invoices see accurate tab counts and don't attempt to pay an invoice that isn't ready. |
Roles: Accounting staff, AP staff Articles: Invoice Processing: Paying Invoices |
|
2026-10-01 CMP |
Lockbox Commit Posts Accurate, Correctly Grouped Deposits Lockbox Commit now groups deposits to match your bank statement, posts each deposit to the correct bank account when a file spans more than one account, and writes the same description, 1099 exclusion flag, and Due To/Due From values a UI-posted lockbox row would. |
Accounting staff can reconcile lockbox deposits one-to-one against the bank statement and trust the bank register description, 1099, and interfund reporting, without a manual correction pass. |
Roles: Accounting staff Articles: Processing a Lockbox Bank Account Reconciliation Common Lockbox Errors |
|
2026-10-01 CMP |
Lockbox Payments Allocate to the Correct Subledger Lockbox items with no subledger stamped no longer misallocate to the wrong subledger on the owner's ledger. The fix now applies consistently across both the legacy and Apollo lockbox engines, so isolated subledgers such as Legal or Collections are excluded from the default distribution pool either way. |
Payments land on the correct subledger the first time, without staff needing to move misallocated funds afterward. |
Roles: Accounting staff Articles: Common Lockbox Errors |
|
2026-10-01 CMP |
Ledger Adjustments Post Once, Not Twice Posting a ledger adjustment or write-off, such as a late fee waiver, now creates a single ledger entry instead of two identical entries from the same request. |
Owner balances reflect the adjustment staff intended, without a duplicate entry to catch and remove. |
Roles: Accounting staff Articles: N/A |
|
2026-10-01 CMP |
Bank Reconciliation Matches Only What You Selected Matching a bank statement line to book activity no longer pulls in extra items you didn't select: it no longer silently reconciles unrequested rows through consolidated-check expansion, and it no longer groups prior-year bank ledger items into a reconciliation created through the API. |
Staff reconciling the current period can trust that a match only includes the items they chose. |
Roles: Accounting staff Articles: Bank Account Reconciliation |
|
2026-10-01 CMP |
Transfers With Due To/Due From No Longer Double-Post Creating a bank transfer with Due To/Due From enabled across two funds now posts the interfund GL lines once instead of twice. |
GL Research reflects the transfer's true balance, without staff needing to spot and back out a duplicate entry. |
Roles: Accounting staff Articles: Transfer Funds GL Research |
|
2026-10-01 CMP |
Void and Reissue Work Correctly on Consolidated Check Payments The system now returns the correct invoice information for consolidated checks, so void and reissue requests from AP integration partners complete instead of failing with a no-associated-payment error. |
Vendors paid through a consolidated check can have that payment voided or reissued without a manual workaround. |
Roles: Accounting staff, AP integration partners Articles: N/A |
|
2026-10-01 CMP |
Email Designer Templates Render Correctly Templates created in the Email Designer now show the same 6-dot drag handle and movable formatting toolbar as older templates, underlined text and auto-linked email addresses render as styled, and association logos display consistently across every action type. |
Templates send looking and behaving the way they were designed, without staff needing to work around missing formatting, drag handles, or logos. |
Roles: Management company staff building email templates Articles: Email Templates Add Association Logos to Email Templates |
|
2026-10-01 CMP |
Owner Portal Messages Show the Current Step, Not the Previous One When a homeowner reply reopens a closed action item, the Messages tab now shows the current step banner, such as Owner Response, instead of the prior Closed banner. |
Staff reviewing the action item see the step it's on, without cross-checking the queue to confirm. |
Roles: Property managers, Homeowners Articles: N/A |
|
2026-10-01 CMP |
Last-Day-of-Month Payments Included in Auto-Generated Charges Ledger activity from payments received on the last day of the month, and recognized the following day, is now included in that month's auto-generated charges instead of being dropped. |
Billing reflects every payment received in the month it's due, without staff needing to manually add a missed charge. |
Roles: Accounting staff Articles: N/A |
|
2026-10-01 CMP |
Action Items Hold and Advance on the Follow-Up Date Again Adding a duration to Days to Remain now automatically sets Hold Until Follow Up Date again (except on autosteps, and staff can still override it), and a step configured this way now auto-advances on that follow-up date, correcting two related regressions. |
Workflows configured to hold and advance on a follow-up date behave as configured, without staff needing to manually manage steps that silently stalled. |
Roles: Property managers, Administrators configuring action item steps Articles: Action Type Rules |
|
2026-10-01 CMP |
Calendar Events Respect Their Set Time Zone A calendar event created with a time zone different from the viewer's device now keeps its start and end time as set, instead of being adjusted twice. |
Everyone viewing the event sees the correct time, regardless of which time zone their own device is set to. |
Roles: All users Articles: Association Calendar Instructions |
|
2026-10-01 CMP |
Invoices No Longer Go Blank After Complete Data Entry Invoices processed through Complete Data Entry now consistently retain their data instead of intermittently displaying blank. |
Staff can trust that a completed invoice keeps its data without needing to re-enter it. |
Roles: Accounting staff Articles: FAQ - Invoices in the Complete Data Entry step |
|
2026-10-01 CMP |
Invoices Step to the Correct Approval Path for Their Amount Invoices batched through the Bank Register now step to the correct action based on whether their total is above or below the contract's Exceeds Threshold amount. |
Invoices route to the approval path that matches their amount, without staff needing to manually re-route a misrouted invoice. |
Roles: Accounting staff Articles: N/A |
|
2026-10-01 CMP |
Document Exports No Longer Fail or Produce Unopenable Zip Files on Long File Paths Exporting association or homeowner documents no longer fails with a database error when a document's folder path and file name combine into an unusually long description, and the resulting zip file now opens correctly in Windows even when the export includes deeply nested folders that previously pushed a zip entry's path past the 260-character limit. |
Staff get a complete, openable export instead of a failed job or an unreadable zip file when documents sit in deeply nested folders. |
Roles: Management company staff, Onboarding/Support staff Articles: N/A |
|
2026-10-01 Revenue Manager |
Admin Charge Generation Respects the Generate-Through Date Generating admin charges through a specified date no longer pulls in action item charges dated the day after the generate-through date. |
Staff see only the charges they asked to bill, without needing to manually exclude the extra day. |
Roles: Accounting staff Articles: Revenue Manager: Billing |
|
2026-10-01 Revenue Manager |
Bulk Manage Flat Fees Association List Is Sortable The association list on Revenue Manager's Bulk Manage Flat Fees screen can now be sorted like other association lists. |
Staff managing flat fees across many associations can sort the list instead of scanning it unsorted. |
Roles: Accounting staff, Revenue Manager staff Articles: N/A |
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