Getting Started
Learn basic functions and navigation! Includes Imports, Letter Templates, Print Queue, and Action Item Configuration
Basic Navigation
- Overview of the Vantaca Dashboard
- How to Log In to Vantaca.net (Management Company Staff)
- How to View Vantaca Reports
- Help: Internal Support and Vantaca Support
- Save Grid Settings
- Update vs Update and Select
Association Pages
- Association List
- Association > Additional Info
- Association Document Library and Security
- Association Addresses and Types
- Navigating CCR (Violation) Types
- Association Activity Notes
Database Setup
- Association Settings
- A/R Settings - Details
- Company Info
- Mailroom > Email Accounts
- What fields does the HomeWise Integration use to pull information from Vantaca?
- Is there a setting that prevents late fees from generating for the first 30 days in a New Association?
Users/Roles
- Understanding Roles, Portfolios, & Responsibilities
- Using the User "Out" Function
- How to Change User Passwords
- Creating View Only Users to Access Vantaca.net
- Role Securities
- Create New Users and Assign Employee Responsibilities
Action Type Examples
- Financial Delivery - Action Item Work Flow (Basic)
- How to Set Up a Broadcast Mailing Action Type
- General Inquiry from Email - Action Item Work Flow (Basic)
- Invoice - Action Item Workflow (Basic)
- Service Request/Work Order - Action Item Work Flow (Basic)
- ARC Request - Action Item Work Flow (Basic)
Action Item Configuration
- Email Templates
- XN Lab
- Action Item (XN) Search
- Action Types and Rules: What Has Changed?
- Action Item Configuration: Overview
- Action Category Types
Letter Templates
- Letter Template Manager
- Association Override Letter Templates
- Troubleshooting: Letter Templates
- Letter Templates : Variance Reports
- Letter Template Manager Troubleshooting
- System Supported Fonts
New Associations
- How to Create a New Association
- New Association Checklist
- Offboarding an Association
- Automated Clearing House (ACH) IDs
- Offboarding Transition Timeline
- Troubleshooting - Reacquiring An Association
Model Association
Print Queue
Imports
- Importing Homeowner Charge Tags + Troubleshooting Tips
- How To Import Homeowner Beginning Balances with Full History (Two Imports)
- How to Import Tenant Records
- Property and Homeowner Import
- Importing Homeowner Tags to an Association
- Homeowner Specified Value Import
Other
- New Vantaca User Interface (UI) FAQs
- What kind of security measures does Vantaca use?
- Submitting A Support Ticket
- Interactive Reports
- HTML Change FAQ
- System > Activity Notes