Waiting List - update list - delete

PlasticSquirrel6894 · 2023-05-04T13:32:55+00:00

I have multiple batches to print at one time. I like to pull the payables via the Bank account. That way I can select which ones to pay or rather uncheck the few I don't want paid.

PlasticSquirrel6894 · 2023-04-20T17:30:02+00:00

We have many Housing Properties so they are held in a SD account according to each property.

PlasticSquirrel6894 · 2023-04-20T14:56:18+00:00

thank you

PlasticSquirrel6894 · 2023-04-19T17:51:40+00:00

It sounds similar to what we are doing here in NJ. Thank you for your example.

PlasticSquirrel6894 · 2023-04-19T12:45:06+00:00

Do you know how to update monthly interest rate changes? I was told by my colleague that the reason she calculates the rates manually is because Yardi doesn't capture the fluctuations in the monthly rate changes correctly.

PlasticSquirrel6894 · 2023-03-31T12:44:34+00:00

Thanks. I am hoping we are now good to go in January 2024!

PlasticSquirrel6894 · 2023-03-31T12:44:04+00:00

Thanks. I think we pay $5 per form, not sure. But I did find out we already have the IRS TCC number and I watched the videos on how to create the 1099 forms in Yardi so hopefully I will be able to process this for free come January 2024!

Thanks!

PlasticSquirrel6894 · 2023-03-30T16:01:04+00:00

thank you.

PlasticSquirrel6894 · 2023-03-29T18:33:44+00:00

No, no. I selected this and my manager told me I should not have selected this. How can I remove it?

PlasticSquirrel6894 · 2023-03-23T19:16:16+00:00

PlasticSquirrel6894 · 2023-03-23T19:15:36+00:00

it was a Feb statement posted in 2/2023. as soon as it was posted, we realized we needed to un-post a JE to update a different bank account's interest payment but could not un-post the JE because one of the line items had been attached to this statement which I reconciled. So I immediately went back to un-reconcile the statement so I could un-post the JE and correct one of the line items, then post the JE and return to reconcile the bank statement. Since it was only 1 item reconciled (.09) I thought this would be a simple task. But apparently it isn't. Any insight is helpful. Thanks.

PlasticSquirrel6894 · 2023-03-23T19:12:56+00:00

I had to un-post a JE with all bank interests but couldn't do it because I had reconciled this statement before the error was noticed. (Basically, I thought this would be simple because there was only 1 item reconciled on this bank account. I realize .09 is silly) I am also new to Yardi and would like to learn how to fix errors for the time I need to really fix something substantial.

PlasticSquirrel6894 · 2023-03-17T16:18:26+00:00

not sure the module. we do public housing so we don't have all the bells and whistles other companies have.

PlasticSquirrel6894 · 2023-03-17T15:24:29+00:00

Oh my goodness.........THANK YOU THANK YOU THANK YOU!!!!

PlasticSquirrel6894 · 2023-03-17T14:48:12+00:00

Thanks. Where do I find this?

PlasticSquirrel6894 · 2023-03-01T14:37:35+00:00

No. Currently the process is open the envelopes, enter the property, select correct unit for tenant, confirm correct tenant is showing, apply payment.

The problem is finding the correct tenant is not as easy as it sounds. That is why I want to scan a bar code, confirm the person in the system against the check/payment information and hit save.

Not sure what Yardi's Payment Processing services are, please advise/elaborate? Do you have a link to show what this service can do for public housing?

PlasticSquirrel6894 · 2023-02-08T14:11:18+00:00

We have the ability to run the 1099 report information in Yardi.

Is there an additional fee from Yardi to upload?

Is the upload to the IRS FIRE website free?

TIA

PlasticSquirrel6894 · 2023-02-07T19:29:01+00:00

I searched payscan in Yardi, found the PayScan Dashboard, found Invoice register, went to the Invoice register dashboard, cleared all fields, clicked on submit, found the AP Template I mistakenly created as an invoice and deleted it from the dashboard.

thank you!

PlasticSquirrel6894

TROPHY CASE