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Release Notes - October 13, 2022

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Vantaca Features

Email Research

Description:

The following changes have been made to the Mailroom > Email Research page:

    • Company and Portfolio have been added as available columns options on the Mailroom
      > Email Research grid:
      mceclip0.png
    • Searching via Email and/or XN# will now require a valid Message Date Range.
      • Attempting to search without selecting a proper Date Range will prompt the
        following message:
        mceclip1.png
    • The Created Time column has been added as a default column option.
      • Column will display the time the action item was stepped to the step that
        created the email communication.
        mceclip2.png
    • The Created Time and Last Update columns will now adhere to the System Settings >
      General > System Time Zone configuration.
Impact:

These enhancements to the Email Research screen will provide more efficient ways to research emails in your system as well as providing the ability to quickly identify where an association's company resides as we continue to make efforts to ensure that you remain in compliance with state laws.

Bank Reconciliation Summary by Bank Report

Description:

The Bank Reconciliation Summary by Bank Report has been added.

  • The report will provide a bank account reconciliation report with a summary review of
    each bank account.
    • The Reconciliation Summary will display the following information:
      • Bank Account
        • Reconciled/Unreconciled Items
          • Date
          • Description
          • Check No.
          • Amount
      • Bank Balance
      • Uncleared Items
      • Adjusted Balance
      • Book Balance
      • Status
    • The report will need to be enabled under Settings > Roles > Reports > Financial.
Impact:

This new version of the Bank Reconciliation Summary Report will enable your accountants to effortlessly review and produce financials more effectively. 

Positive Pay Checks

Description:

Positive Pay's check files will now be generated with the Vendor Name in all caps.

Impact:

This change was implemented to reduce the risk of check misreads, which was causing users to have to manually approve upwards of 25 checks .

 

 

Vantaca Corrections

AAB Scanline

  • Fixed an issue with incorrect formatting of AAB's scanline which was resulting in AAB's
    lockbox team having to manually enter their coupons.

Action Item Fees

  • Fixed an issue causing Auto-stepping Action Items to apply the first step's fee amount to
    each step's charges.
  • Fixed an issue causing an Action Item's charge to not post to a ledger when the action
    item has been created on a step that should apply the charge.

Homewise API

  • Fixed an issue with Homewise's accountInfo endpoint pulling inactive assessments,
    resulting in the paidThru field to use the assessment’s expiration date.

Double-click Protection

  • Added double-click protection to the Update button on the Action Center > Call Center
    tab.

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