Yardi Quick Tips

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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 credit for the amount to be written off. Next, you’ll need to navigate to the Process Checks dashboard,. You’ll see the payable and a corresponding amount to create a zero dollar check. The two items will cancel each other and allow for the invoice to be closed. For this to work, checks should be set to consolidate.

Yardi One

Did you know that you can have a user bypass the Yardi One Dashboard? If a user has access to only Voyager they can reduce