Homeowners
What Action Item is typically used for communicating emergency weather updates, maintenance work being performed in the community or association meetings?
Broadcast emails
Where do you add new board members?
Association/Board/Committees
Where do you go to enter a budget?
Accounting/Budget
What report will show you resales?
Owner Transfer report
Where do you look up the associations bank account?
Association>Bank Account>View Account Number
Where would you go to change a homeowner's primary email address?
Homeowners > Contact Info
Where are meeting minutes added from prior meetings?
Association/Documents under the meeting minutes and agenda folder.
Where do you go to approve invoices?
Accounting>Approve Invoices
What report will show you what leases are in your community, assuming you have tenant information for your tenants?
Tenant and Lease report
How do you tell if a homeowner is set up on ACH
(Both answers for double the points!!!)
Homeonwer>Homeowner List>Make sure you have ACH Start date added to your columns, homeowner should have a date in this column if they are on ACH.
or
You can mimic their account, go into their portal account and lick on make a payment/Auto Draft and you will see it there as well.
On the homeowners screen, what report can you print to see a list of the homeowners payment and charges?
Transaction history report
Where would you look to see what hours a pool is open?
Under Association/Additional info/Pool
Where can you look in accounting to find a history of all the expenses paid under a certain GL?
(Both answers for double the points!!!)
Accounting>GL Research
Reports>Under Financials, GL Trial Balance By Groups, change the date
What report will show you what ARC's have been approved in an association?
ARC Report
Where should I edit a homeowner account item that is in collections to change the collections status?
You should NEVER edit a collections action item!!!!!
Only pick one of the two steps to step it to or do a new message.
What Action Item is used to submit a pool key request?
General Question - Step to Question for Access Control
You just completed an inspection for a community, where would you look to review and approve it?
Association/Inspections
How do you put an invoice on hold?
(Both answers for double the points!!!)
Service Providers>Service Provider List>Select service provider>edit>select hold payment.
Pull up the invoice, on the left-hand side, choose the menu bar, choose step and place it on hold.
What budget report are you supposed to upload to Homewise?
Budget w/Per unit Cost Annual - (the remove the per unit cost and upload as a PDF)
A homeowner sent you an email in outlook, what action item should you use to put it into Vantaca?
A homeowner call. We should be tracking EVERY touchpoint with a homeowner in vantaca, whether it be a phone call or email so it can be tracked.
What Action Item is used to waive late fees from an account?
Fee waiver- step to collections
Where would you go to enter in a task for an association?
Association, New Action Item, Association task
How do you reject an invoice?
In the approval screen, select the button "decline with reason" and enter a comment.
What report shows homeowners account that are past due?
AR Aging Report
Where do I enter a service request?
Homeowner>New Action Item>Service Request