The Basics
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
- Types of Reports
Association Pages
- Association > Association List
- Association > Additional Info
- Navigating the Association Document Library
- Association Address Types
- Association Addresses
- Association Document Securities
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)
- General Inquiry from Email - Action Item Work Flow (Basic)
- Invoice - Action Item Work Flow (Basic)
- Service Request/Work Order - Action Item Work Flow (Basic)
- ARC Request - Action Item Work Flow (Basic)
- ARC Request Action Item
Action Item Configuration
- Add Association Logos to Email Templates
- How to Use Group Email
- Preferred Action Types
- Copying an Action Item Workflow
- Best Practices – Action Item Message Details
- Adding a Step to an Action Type
Letter Templates
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
- Why are Inspection Letters Not Sending to Print Queue?
- How do I regenerate a letter?
- Third Party Print Houses - Letters
- Print Queue 101
- How do I adjust my PDF reader to correctly format Vantaca checks?
- Best Practices: Print Queue/Check 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 Imports
- 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