Proper Way to Write Off Partially Paid Invoice
There are times when you have made a partial payment on an invoice and you want to write off the balance. To write off the remainder do the following: Create a payable batch in the amount of the write off. Next, on the payable screen, set the payment type to credit. This will create a […]
Change The Transaction Date After It’s Been Posted
There are instances when transactions were entered with the wrong date or posted to the wrong month. Previously, you would have to un-post or do a reversal, etc. Yardi now has a function in the too box where the date or post-month can be updated without un-posting or doing a reversal. You’ll need access to […]
Dynamic Property List Is Not Picking Up Recently Added Property
When a new property is added and property attributes are set, it’s expected the property will show up in a Dynamic Property List. For the most part, this does happen automatically, however, there are times when the Dynamic Property List needs to be rebuilt. No need to fret about rebuilding a property list. Yardi has […]
Voyager Isn’t Allowing .JPG Files To Be Uploaded
When trying to upload pictures to a work order, the following error is displayed: file extension ‘jpg’ is not an accepted file type. To resolve this issue, navigate to Accounts and Options, expand Web Environment then add .jpg to the list of Attachment Extensions. This is a global setting and will apply to all users.
Login Error Level Code 5
When trying to log into Voyager, you keep receiving the following error message: Invalid user code/password. Level 5. The error refers to an issue with your user account setup. Level 5 indicates that your user was set up as an Interface User, not a Voyager user. You’ll need to contact your Yardi Administrator and request […]
Create A Property List Based On Property Attributes
Yardi has a feature that will allow you to create a property list based on a common property attribute. In this use case, let’s say you want to create a property list by the region a property falls in. After clicking on New Property List, you’ll want to click on the tab named Attributes. To […]
Change The Order That Payments Are Received
By default Voyager will apply your receipts to the oldest charges first, However, Voyager has a option where you can override the default charge payment sequence. You can also change the order when creating the receipt. However, if you want to establish a custom charge payment sequence Voyager gives you the tools to do this. […]
Account Trees Missing GL Accounts
Your company may have hundreds if not thousands of GL accounts and trying to determine which account trees are could be daunting. Fortunately Yardi has a report that can find the exceptions. It’s called Account Tree Exception Report and can be found on the Basic iData Menu Set. Running this report will help guide you […]
Update The Reasons For Moveout List
As your portfolio grows there may be a need to add more reasons why a tenant has moved out. To do this, you’ll need access to the Administration menu. Navigate to Admin >> Environment, and locate the list Tenant Reasons For Moveout. Click on Edit and enter the new move-out reason to the list. Finally, […]
Invoice Register – Use the Validate button Posted
In the invoice approval workflows, many issues arise simply because the validate button was not clicked during the data entry process. By clicking on Valid errors with the invoice register will surface at the data entry point. Too many workflows get to the final stage and cannot be posted due to IR errors. When the […]
