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Yardi Voyager

About Yardi Voyager

About the Documentation

Voyager User Interface

Voyager User Interface Overview

Automatic Field Formatting

Spreadsheets and Tables

Third-Party Interfaces

Charges

Charges Overview

Summary Charge Batch Procedures

Summary Batch Charge Screen

Batch Charge Filter

Creating Summary Charge Batches

Adding Charges to an Existing Batch

Editing Charges

Deleting Charges

Detail Charge Batch Procedures

Charge Screen

Creating Detail Charge Batches

Adding Charges to an Existing Batch

Editing Charges

Deleting Charges

Shared Charge Batch Procedures

Charge Batch Filter

Charge Batch Screen

Deleting a Charge Batch

Generating a Charge Batch Report

Posting a Charge Batch

Reviewing Charges

Monthly Posting

Posting Monthly Charges

Fixed Charges

Posting Fixed Charges

Quick Transactions

Creating Quick Transactions

Tenant Credits

Applying Tenant Credits

Deposit Interest Overview

Comprehensive Deposit Interest

Setting Up Comprehensive Deposit Interest Rules

Deposit Interest Rule Details Screen

Conversion to Comprehensive Deposit Interest

Calculating Comprehensive Deposit Interest

Distributing Comprehensive Deposit Interest

Deposit Interest Utilities

Deposit-Interest Analytics Screens

Deposit Interest Reports

Preparing T5 Forms

Simple Deposit Interest

Calculating Simple Deposit Interest

Distributing Simple Deposit Interest

Receipts

Receipts Overview

Summary Receipt Batch Procedures

Summary Batch Receipt Filter

Batch Receipt Screen or Summary Batch Receipt Screen

Creating Summary Receipt Batches

Adding Receipts to an Existing Batch Using Summary Mode

Editing Receipts in an Existing Batch Using Summary Mode

Deleting Receipts from a Receipt Batch Using Summary Mode

Detail Receipt Batch Procedures

Receipt Screen

Batch Receipt Filter

Creating Detail Receipt Batches

Adding Receipts to a Receipt Batch Using Detail Mode

Adding a Charge from the Receipt Screen

Editing Receipts in a Receipt Batch Using Detail Mode

Deleting Receipts from a Receipt Batch Using Detail Mode

Reapplying Receipts

Shared Receipt Batch Procedures

Deleting a Receipt Batch

Generating a Receipt Batch Report

Posting Receipt Batches

Review, Reverse, or Record as NSF

Reviewing Receipts

Reversing Receipts

Recording NSF Receipts

Postdated Cheques Procedures

Adding Postdated Cheques

Reviewing, Editing, and Deleting Postdated Cheques

Applying Postdated Cheques

Unapplying Postdated Cheques

Generating Postdated Cheque Reports

Rewrite Deposit

Rewriting Deposit Slips

Prepays

Prepays Overview

Prepay Setup

Setting Up Prepay G/L Accounts

Specifying Prepay G/L Accounts

Adding the Prepay Charge Code

Entering Prepays

Applying Prepays

Manually Applying Prepays

Using Apply Prepayment

Applying Prepays through the Charge Screen

Prepay Optional Parameters

Automate Prepay Application for Future Charges

Force Use of Prepay Charge Code

Permit More than One Prepay per Receipt

Prepayment Utility

Payables

Payables Overview

Payable Batch Procedures

Payable Screen

Batch Payable Screen

Creating a Payable Batch

Adding Payables to a Payable Batch

Editing Unposted Payables

Deleting a Payable from a Payable Batch

Deleting a Payable Batch

Generating a Report for a Payable Batch

Posting Payable Batches

Reviewing and Editing Posted Payables

Reversing Posted Payables

Special-Purpose Payable Batch Procedures

Creating a Payable Batch for Percentage Payments

Creating a Payable Batch for Owner Draws

Recurring Payables Procedures

Recurring Payable Screen

Adding Recurring Payables

Reviewing, Editing, and Deleting Recurring Payables

Posting Recurring Payables

Payment Procedures

Approving Payables

Payable Selection Screen

Processing Checks

Processing Manual Checks

Processing EFT Payments

Processing Credits

Processing Adjustments

Rewriting Checks

Reviewing Checks and EFT Payments

Check Screen/Payable Screen

Voiding Checks and EFT Payments

Reclassing an Expense Account on a Payable

Vendor Procedures

Adding Vendors

Reviewing and Editing Vendor Records

Intercompany Accounting

Intercompany Accounting Overview

Intercompany Accounting Setup

Adding Property Records for the Funding and Funded Entities

Adding Due-To and Due-From G/L Accounts

Setting Up Bank Accounts for Intercompany Accounting

Defining Intercompany Relationships

Entity Setup

Intercompany Accounting Processing

Intercompany Reimbursement

Manually Creating Intercompany Journal Entries

Property-Management Fees

Property-Management Fees Overview

Management Fees

Setting Up Management Fees

Processing Management Fees

Unposting Management Fees

Pay Commission

Setting Up Pay Commission

Creating a Payable Batch for Commission Payments

Generating a Management Fee Summary Report

General Ledger

General Ledger Procedures Overview

Journal Entries

Batch Journal Entry Screen

Journal Batch Filter

Creating Journal Entry Batches

Modifying, Posting, and Printing Reports for Journal-Entry Batches

Posting Journal Entry Batches

Unposting Journal Entry Batches

Reversing Journal Entries

Posting Transfers Between G/L Accounts

Distributing Journal Entries

Reviewing Journal Entries

Adding Recurring Journal Entries

Editing and Deleting Recurring Journal Entries

Posting Recurring Journal Entries

Bank Accounts

Reconciling Bank Accounts

Reporting Bank Reconciliation In Progress

Reporting Bank Reconciliation Exceptions

Making Adjustments for Bank Reconciliation

Correcting Transaction Errors

Merging Bank Deposit Records

Closing Procedures

Closing the Data-Entry Month for Specific Properties

Closing the Operating Month

Closing the Year

Closing the Leasing Week

G/L Budgets

Viewing G/L Budgets

Adding and Importing Budget Data

Generating Reports from the Reports Menu or a Dashboard

Generating Reports from Within a Record

Generating Reports from a Financial Batch Screen

Printing Reports

Report Destinations

Using Destination Buttons

Using the Destination Drop-Down List

To generate a report and save it to the Conductor report server

Display Options

Drill Down

Conductor Report Monitor

Monitoring Report Progress

Report Scheduler

Posting a Report Scheduler Event

Ad Hoc Reports

Attachments

Attachments Overview

Attachment Procedures

Uploading an Attachment

Adding an Attachment

Viewing Attachments

Editing Attachment Attributes

Detaching and Deleting Attachments

Document Manager

Document Manager Overview

Document Manager Procedures

Scanning Documents

Uploading Documents

Processing Image Batches

Attaching Documents

Changing the Status of an Image Batch

Editing Image Batches

Index