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American Home Yardi Voyager Training Guide - 2
American Home Yardi Voyager Training Guide - 2
American Home Yardi Voyager Training Guide - 2
0 Residential Training
Contents
Accessing Yardi.......................................................................................................................3
Homepage...............................................................................................................................4
Navigation Tips...................................................................................................................4
Dashboard Basics....................................................................................................................5
Available Homes.................................................................................................................5
Guests..................................................................................................................................5
Renewals.............................................................................................................................6
Pending Make Ready..........................................................................................................6
Person Search......................................................................................................................6
Calendar..............................................................................................................................7
Keyboard Shortcuts.............................................................................................................7
Filters..................................................................................................................................8
Adding a New Property......................................................................................................8
RESIDENT FUNCTIONS......................................................................................................9
Move In Workflow..............................................................................................................9
Cancel Move In...................................................................................................................9
Adjust Move In Dates.......................................................................................................10
Move In.............................................................................................................................11
Reverse Move In...............................................................................................................12
Move In Calculator...........................................................................................................12
Lease Charges...................................................................................................................13
Notice to Move Out..........................................................................................................14
Cancel Notice to Move Out..............................................................................................15
Adjust Notice Dates for Move Out...................................................................................15
Move Out Calculator.........................................................................................................16
Move Out..........................................................................................................................17
Evict Tenant......................................................................................................................17
Unit TransferS...................................................................................................................18
Tenant Functions...................................................................................................................21
Review Tenant...................................................................................................................21
Tenant History...................................................................................................................21
Tenant Ledger...................................................................................................................22
Unpaid Charges.................................................................................................................22
Adding A Memo................................................................................................................23
Receivables - Tenant charges................................................................................................24
Single Charge Tenant Screen.........................................................................................24
Summary Charge Batch....................................................................................................24
Edit / Charge Batch...........................................................................................................26
Monthly Posting................................................................................................................27
Late Fees...........................................................................................................................28
Find Charges.....................................................................................................................29
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Version: 4/24/12
Deposit Accounting...........................................................................................................30
Adjust Deposit Accounting...............................................................................................32
Write Off Past Tenant Charges..........................................................................................34
Receivables - Receipts..........................................................................................................35
Creating detail receipt batch.............................................................................................35
Non-Tenant receipts Detailed Receipts..........................................................................37
Edit / Receipt Batch..........................................................................................................38
Reverse UnPosted Receipts..............................................................................................39
Reverse Posted Receipts...................................................................................................41
Reapply receipt.................................................................................................................41
NSF Receipts....................................................................................................................42
MAINTENANCE...........................................................................................44
Service Request.................................................................................................................44
Pending Work Order Requests..........................................................................................46
REPORTS................................................................................................... 47
ACCESSING YARDI
Yardi Voyager may be accessed by double clicking the Yardi
shortcut icon on the windows desktop.
________________
________________
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HOMEPAGE
When a group member initially logs into the system, the
(Homepage) will be displayed. The available functions to this role
may be accessed by clicking the Links found under the dashboard.
The functions may also be accessed from the Side Menu by clicking
the Open Menu command button on the left side of the page, or
from the Title menu at the top of the page.
NAVIGATION TIPS
When navigating through the Yardi screens, the following
tips will be helpful:
Use the TAB key to jump from field to field while still on your
keyboard.
Use SHIFT-TAB to jump backwards between the fields.
For moving between fields that are not continuous, use the
MOUSE to click into the desired field and proceed from there.
Fields with a blue background are REQUIRED to complete a
task.
Underlined fields are called LINKS. LINKS may open lookup
lists or lead to other screens.
Do not use the ENTER key when navigating.
In some screens, you may use the BACK button on your
browser to go back a step, for example, when selecting a report
or when changing menus. However, this should not be used in
transaction processing and may cause an error.
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DASHBOARD BASICS
When group member initially logs into the system, the
Dashboard (Homepage) will be displayed. Commonly used
functions are divided into different areas of the dashboard
as illustrated below.
AVAILABLE HOMES
This tab reflects the homes available with pricing and date
available.
GUESTS
This tab shows a list of active guest that have not
committed to renting a home. Each guest can be selected
to link into the applicant process.
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RENEWALS
All current tenants that leases are expiring are shown in
this tab. Tenant information can be obtained from this list
as well as placing a tenant on notice.
PERSON SEARCH
Click on the Person Search tab to search for a guest or
tenant of the active property by name, address, phone
number, etc. From the list, you can click on the name, home
or quickly review the ledger.
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CALENDAR
The Calendar is a good way to track scheduled activity such
as Move In, Move Out, Appointments, Showing, and Notice.
You can change the display format from Today, Week, 2
Week and Month.
KEYBOARD SHORTCUTS
Result
Cut
Copy
Paste
Save Screen/Form
Pop Up Directories
Select All (within
Field)
Move to beginning of
Field
Move to end of Field
Find on page
Shortcut Keys
CTRL+X
CTRL+C
CTRL+V
ALT+S
ALT+F
CTRL+A
HOME
END
CTRL+F
Save
New
Help
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FILTERS
Understanding Filters and Field Selection. Filters are
accessed by clicking on a
Function Link
Report Link
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RESIDENT FUNCTIONS
Tenant functions can be accessed from the dashboard in the Tenant
Activity section or by reviewing the Tenant screen. Click the
corresponding numbered link to view
activity for a specific function.
MOVE IN WORKFLOW
Use the following procedures to handle commonly occurring
situations related to new tenant move ins.
CANCEL MOVE IN
Use this procedure to close out a scheduled move in for a tenant
who decides not to take occupancy of a home.
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MOVE IN
Use this procedure to move in a future tenant.
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REVERSE MOVE IN
Use this procedure to undo a Move In that was posted incorrectly or
by mistake.
MOVE IN CALCULATOR
Move In Calculator is a good tool to preview the Move In
Charges and save the changes for the actual move in
process.
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LEASE CHARGES
Most Lease Charges are created automatically using the Move In or
Lease Renewal functions. Sometimes a Lease Charge needs to be
setup manually, such as
Utilities
New Rentable Items
Deposit paid over time
On the Tenant screen
Click on the Data>Lease Charges Link
The Lease Charge screen will display
Add other Lease Charges on the rows provided
Code
Amount
From Date
To Date
Click Save when all Lease Charges have been added and
reviewed
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Click the Notice link on the functions menu on the right side of
the Tenant screen.
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MOVE OUT
Use this procedure to move out a tenant currently on notice.
EVICT TENANT
Use this function to process an eviction,
From the Functions menu on the Tenant screen, click the Evict link.
Enter the new Lease End date
Click SUBMIT
The Lease To date on the tenant screen
will be updated.
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UNIT TRANSFERS
The Unit Transfer process will place the current tenant into
Notice Status, recreate a new tenant record with the
household information into a Future Status
Tip: Prior to starting the Unit Transfer, make sure that the
home that you will be transferring the tenant to is either vacant
or a Make Ready date earlier than the date the tenant will
transfer into the home.
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From here you will need to complete the move out as normal
to the Notice Status record and proceed with the Move In
process to the Future Status record. See Move In and Move
Out process for instructions
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TENANT FUNCTIONS
REVIEW TENANT
TENANT HISTORY
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TENANT LEDGER
TIP: Click the numbered link the Chg/Rec column to drill down
to the transaction detail if desired. Print the ledger by using
the Right-Click/Print option.
UNPAID CHARGES
TIP: Click the numbered link the Chg/Rec column to drill down
to the transaction detail if desired. Print the report by using
the Right-Click/Print option.
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ADDING A MEMO
TIP: The Memo link on the Tenant record will be updated with
the number of memos in parentheses.
Editing a Memo
Click the Memo link to open the memo screen.
Click the Memo Date link on the memo to
be edited.
The memo text will appear again in the
Notes field of the memo screen. Edit or add
text or other information as needed.
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Review Ledger
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Batch Notes
Total of Charges
Number of Charges
CLICK
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Charges>Edit Batch
Click the down arrow to the right of the Batch List box to view any
open batches that are accessible. The Batch Description will show,
with the batch number in parentheses to the right. Select the batch
by clicking on it, then click SUBMIT.
Click the ADD button to add new items into the batch.
POST
This button will not be available for site users; batches will be
posted by corporate/regional personnel.
DELETE
REPORT
SAVE
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batch header.
MONTHLY POSTING
Monthly Posting is the process to charge all tenants for the
monthly Lease charges. This includes Rent, Rentable Items
and all other Lease Charges that have an effective date
within the posting month of the monthly posting process.
o
o
Variance?
Yes
Destination:
Screen
Print report and verify activity. You should look at the variance
column, comparing prior months charges to new charges.
Anything that has changed should be verified for accuracy. Return
to this process and change to Batch or Post once everything has
been verified for accuracy.
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LATE FEES
The Late Fee settings are set up in the Property Control
screen. As tenants occupy a home, the Late Fee settings
are copied to the Resident Information screen. Late Fee
settings can be customized for individual tenants. When
Post Late Fee is executed, the late fee charges will be
calculated based on the late fee settings in the Resident
Information
screen.
Late
o
o
o
o
o
o
Charges>Post
Fees
Ppty ID:
Enter the
ppty ID
LF Date:
Enter
date Late Fee
is effective
Cutoff Date:
Enter
Cuff of date
Report Only?Choose report / Create Batch or Post to
G/L
Destination: Screen to review
[Submit]
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FIND CHARGES
Find Charges is a good way to review or find posted charges
by Date, Resident, Charge code, etc.
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DEPOSIT ACCOUNTING
All past tenants and past applicants must have the deposit
accounting process completed to charge collections or to
reflect a refund. Past tenant and past applicants that have
not had their deposit accounting function completed will
appear on the dashboard.
Note that once you have created a refund in error or the
refund amount is not correct, you must correct the refund
from the adjust deposit accounting screen. The Amount of
refund must equal the total amount for the refund.
To Refund an Admin Fee
Scroll down to the end of the list and look for the applicant's
name
Once the applicant is located click on the box Deposit Acctg.
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RECEIVABLES - RECEIPTS
Payments are recorded in batches which can be edited,
modified, and reviewed prior to being posted to the GL.
Security Deposit receipts should be recorded in a separate
batch.
Batch Notes
Total of Receipts
Number of Receipts
Deposit Date
Post Month
Deposit Memo
CLICK
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When the receipt is saved, a new receipt window will open, or if the
batch has met its declared amounts, the user will be automatically
returned to the batch header. To manually exit the batch and save it
for later, click the Unposted Batch Link.
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Click the down arrow to the right of the Batch List box to view any
open batches that are accessible. The Batch Description will show,
with the batch number in parentheses to the right. Select the batch
by clicking on it, then click SUBMIT.
ADD
Click the ADD button to add new items into the batch.
POST
This button will not be available for site users; batches will be
posted by corporate/regional personnel.
DELETE
REPORT
SAVE
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The fields on the right hand side of the batch header screen are
modifiable by the user and show the amounts declared for the
batch. The fields on the right show the calculated amounts that
have been entered into the batch.
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FIND PAYMENTS
Find Payments is a good way to review or find posted
receipts by Date, Resident, Check number, etc.
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REAPPLY RECEIPT
Receipt>Review receipt
o Enter as much information into the receipt filter
o Click Submit
o Select the appropriate receipt from the side menu
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NSF RECEIPTS
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MAINTENANCE
SERVICE REQUEST
The Service Request function is used to generate and track a work
order directly from the Dashboard in Voyager.
Click find and current tenant for that home will be listed
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Click the Work Order link to view the work order if desired
[Print]
To Print Work Order
[New Call]
To enter a new Service Request for a
different tenant
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Click the WO# link to drill down and view details and/or print
work order.
Click the Reason Incomplete button to add details regarding
work order status.
Click the Complete button to complete the work order
Update the Completion Date if it was complete on an earlier
date.
Enter detailed Completion Notes with Technicians name.
REPORTS
ANALYTICS
Analytics reports is a great way to quickly print your
reports, drill into specific records for details and export to
Excel or PDF.
There are different types of Analytics Reports
Financial Analytics
Residential Analytics
Residential AR Analytics
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