Community Management

Accounting

• Banking: Adding/Replacing Board Signers to Wintrust Bank Accounts
• Banking: Requesting Board Access for Wintrust and/or Alliance Bank
• Bank Fee Processing & Limits
• Open a Wintrust Bank Account

Accounts Receivable

• How to Create Action Items for AR Requests
• Vantaca Payment Options

Association Administration

• Annual Report and Registered Agent - CAM
• Annual Tax Return
• Broadcast Mailings in Vantaca
• CAM - M100 Classes
• Managing Building Utilities and their Invoices
• Onboarding - New Business

See all 12 articles

Building Maintenance

• Building Maintenance Management
• Bulk Cable and Internet
• Electric Vehicle Charging
• Elevator Maintenance
• Exterior Spigots and Irrigation Systems
• Fire Alarm Monitoring / Putting System on "Test"

See all 21 articles

Insurance

• Using the Associations – Insurance Tab in Vantaca

Westward360 Systems

• Advocate Training Review - Workspace, Dialpad, Atlas, Help Center
• Vantaca - General Concepts