Vantaca Features

Action Item Report

The Action Item Report has been added as a button on the following Action Item screens:

• • Action Items > All Action Items
  • Action Items > My Action Items
  • Homeowner > Action Item
  • Service Provider > Action Items
  • Association > Action Items
  • Action Item > Select
  • Note: After clicking the +Action Item Report button, users will need to refresh the page in order to view the report.

Impact:

This new button will provide a more efficient way of generating your Action Item Report now that you don't have to go through the previously required workaround

1099s

Description:

The +New Balance Record Validation will now exclude Not Live Associations when being added.

• This addition will allow a Beginning Balance to be added to a Service Provider or Association that had a balance before the Association was changed to Not Live.

A Nelco State Filing checkbox has been added top the System > System Settings > AP Tab.

• Note: The box will be unchecked by default.
  
  
• An error message will be displayed if the Nelco State Filing checkbox has been enabled and the Association's Physical Address or Company does not have a State selected.
  
  
• The checkbox will include the Association's state in the From1099NEC_StateNameOne and Form1099MISC_StateNameOne columns when generating the 1099 Export Data Additional Action.

Impact:

These 1099 features allow greater functionality for your 1099 Processors and remove a few roadblocks and automate some tasks that previously needed manual intervention to accomplish.

Action Types/Steps Export

Description:

The Action Types/Steps Export  button has been added to the Settings > Action Types/Steps screen.

• The export will generate an Excel file with the following columns:
  • Category
  • Action Type
  • Admin Role
  • Default Followers
  • Order No.
  • Action Step
  • Closing Step
  • Send To
  • Reply To

Impact:

You'll save a lot of time and effort now that you are able to quickly and easily audit your action items without having to submit a ticket to support to get this information!

Formatted Note and Email

Description:

Added the ability to adjust the Formatted Note and Email window size.

Impact:

You can resize the window so that you're not having to view larger than normal emails or notes in a screen that's too small.

 

Vantaca Corrections

1099 Generation Log Report

• Fixed an issue with the 1099 Generation Log Report displaying values rounded to the fourth decimal place.
  

GL Trial Balance Summary Report

• Fixed an issue causing the GL Trial Balance Summary Report to display GL Accounts that had a zero balance.
  

Action Items

• Fixed an issue with the original email merge tag being replaced with the username in an Action Item's email reply.
  
• Fixed an issue involving Action Items with a previous owner date being stepped by the system and unintentionally creating correspondences with previous owners.
  

Invoice Notes

• Fixed an issue preventing notes from being successfully added to Invoice Action Items.
  

Assessment Rules

• Fixed an issue with Assessment Rule Description not copying over with the expected fields when creating a new Association.
  

Modern Portal

• Fixed an issue specific to clients using both AAB's SSO/CC Redirect and SSB's Clickpay Redirect for different associations causing the redirect to default to AAB's SSO page.
  

Proposed Budget Spread Report

• Fixed an issue with the Proposed Budget Spread Report pulling the Prior Budget Notes instead of the Proposed Budget Year Notes.
  

International Addresses

• Fixed an issue preventing the Full Mailing Address column from displaying International Addresses correctly on the Homeowner > Homeowner List.
• Fixed an issue with International Addresses not showing properly on checks.

Last Fiscal Period Validation

• Fixed an issue causing the Closed Fiscal Period Validation to not catch an Expense being posted on a Bank Transaction set to a prior Fiscal Period.