Action Item Configuration

The invoice date will remain distinct from the expense date on the invoice keeping the Invoice historical for financial reporting.

Invoice Date Separation from Expense Date

Thrilled to introduce a modernized look for the Login Experience in Vantaca! This marks the initial step in enhancing the overall Vantaca user experience. 

Updated Login Experience

None of us like receiving spam emails. Gmail and Yahoo are in process of implementing changes to reduce spam that are applicable to mass email senders. Due to these gmail and yahoo changes, we are implementing the one click unsubscribe feature in email headers to mitigate your emails to homeowners ending up in their spam folders. This feature will be specific to homeowners with gmail and yahoo emails. 

We have additional plans for an option in the footer of homeowner emails that can provide prompts to 'Manage Email Preferences' on the portal as well as unsubscribe. This footer applies to all emails.

Email Unsubscribe

Action Item Config Activity Notes

Changes to Homeowner Charge Tags and Other/Custom Tags will show in the Homeowner>Activity Notes

Homeowner Tags Activity Notes

The Open Items per Association feature provides valuable business insights by presenting a clear count of outstanding tasks, facilitating proactive management. Additionally, the Unread Messages tool contributes to improved response times by offering a convenient table view of unread messages for each employee, streamlining communication workflows. 

IQ: Unread Messages & Association Open Items

The current Mailing Name Override field will be relabeled as C/O. Moving forward the owners name on the account will be used and then C/O on a line below instead of the mailing name override replacing the official name on the owner's account. This will be timed with changing everywhere that homeowner name and address is used including: 

Mailing Name Override Change to C/O Field

Ability to add the homeowner information needed for 1098's and a submission process through a third party partner.

1098 Form Submission for Co-Ops

Introducing the capability to select any date range within the last 2 years from the current date range selector across all dashboards. This enhancement offers expanded historical insights, allowing for more precise focus on the most relevant data. IQ will also maintain preset date ranges for easy navigation. Custom date ranges encourage data comparison across different time periods.

IQ: Custom Date Ranges

The addition of a new type of charge on the Association>Assessments will allow you to track refundable deposits on the new 'Deposit' tab on the homeowner ledger.

The goal is to allow deposit tracking that does not impact the homeowners balance. This is designed for the use case of receiving deposit checks to the office and manually posting them. Release date 10/26/23.

Refundable Deposit Tracking

Improve ownership transfer processing by: 

Ownership Transfer Improvements

Automating monthly recurring credits so that you are able to post the full assessment amount and the credit to the homeowner versus only showing the net total and/or posting the charge adjustment each month.

Recurring Owner Credits

1099 Improvements Based on Feedback

Ability to add a QR Code on Statement that navigates the homeowner to the company/association's portal!

Option for QR Codes on Homeowner Statements

Monitoring and standardization across the IQ platform allows for vigilant checks for failures, automatically rectifying issues and data load failures. This guarantees tool consistency, removes inflation of data caused by child action items and auto-stepping, and speeds up operations by swiftly addressing discrepancies. 

IQ: Sustainability

Improve the owner refund process by 
1) Allowing refunds to be issued back to the owner by ACH!  *Available for those signed up for ach on their assessments with Vantaca's ACH. Not available if enrolled directly with a bank or other third party.

2) Additional ability to customize refund recipient and mailing address of refund opposed to defaulting to primary owner and mailing address.

Owner Refund Improvements

Improved Auto Fee Wavier Experience

The Inspection Report now offers the option to include images, facilitating a swift review of all violations.

Inspection Report (With Images)

GL Entry Improvements

Enhancing email communication via Vantaca to enable communication with multiple parties in a single email.  

Group Emails

Email Failure Notifications

The Vantaca Management Report intends to provide a snapshot of the association's activities (such as ARC count, Violation count, inspection activity) performed by the Management Company on behalf of the association over the course of the reporting period.

Management Overview Report

Vantaca is updating its mobile offerings for Vantaca Home to include:

These features will be available on both IOS and Android!

Home | Home Mobile App Update - IOS & Android

Setting up Vantaca Home will need to be seamless and simple for onboarding Management Companies to Vantaca Home. 

These settings will be easy to understand while providing all required customization for Vantaca Home. 

Home | Core + Settings Updates

Homeowner Payments is one of the most important features that Vantaca Home will provide.  This effort is focused on rebuilding the Payments pages including: 

Home | Payments

The Dashboard is the landing page of Vantaca Home as well as the one 

Home | Dashboard

Vantaca Home has a goal of increasing usability without increasing the amount of tickets submitted by the Homeowners themselves.  

AppCues will be a in-site walkthrough of the most used features in Vantaca Home. 

Home | AppCues

Home will maintain the same functionality for login, authentication, forgot password, and request an account as Modern Portal does.  This functionality will simply be translated to our new Back End and Front End technologies

Home | Login and Authentication

As the industry is moving towards ARCs getting approved via vote, instead of via ARC Chair Approval, Vantaca is building the ability to track these votes, as well as auto-step the ARC Action item to the next step once enough Approvals or Declines have been submitted. 

The feature set for this effort contains: 

Home | ARC Voting

This tool provides a comprehensive overview of any action type, enabling users to gauge the time allocation of every action step for any association or group of associations. Allowing the user to dive deeper into how their company workflows are handled. This will include open items in each step for the selected action type. Lastly, data range view options will be implemented to allow for better comprehension of trends over time.

IQ: Action Item Lifecycle

This feature enables companies to track the percentage of homeowners and board members who have logged in, providing a comprehensive view of adoption rates across different associations and their business as a whole. By offering detailed analytics, this feature empowers companies to assess user activity and optimize their strategies for encouraging engagement within Vantaca Home. 

IQ: Vantaca Home Login Insights

At Vantaca, we understand the challenges association management companies face when it comes to conducting inspections efficiently and effectively. That's why we're proud to of our next evolution of our manager app, Vantaca Manage - your ultimate solution for seamless inspection management, regardless of connectivity.

Vantaca Manage

Choosing to enable this feature will combine checks by default at the stage of printing from the check queue, if the check is for the same association, provider and being paid from the same bank account.

This can be overridden on the service provider>payment method, if a particular provider wants a single check per invoice.