Kube comes with a preset report the invoice template uses to display information based on the tokens used. You can customize the report by enabling the YSR Report Customization service. This article covers enabling and generating the custom report that can then later be customized.
NOTE: Depending on your assigned role and permissions, and the version of Kube your organization uses, some or all of these menus or services may not be available or displayed.
Generating a custom YSR report
Select your Personal Profile in the top menu and select System Settings from the drop-down menu. The Operator Profile screen appears.
Select Document Templates in the side menu.
Click the Category drop-down and select Invoice.
Click the edit button to enable editing.
Select Enable YSR Report Customization. The YSR Report Settings button appears.
CAUTION: Once Enable YSR Report Customization is enabled, the standard default invoice templates are no longer available, and a customized invoice template needs to be uploaded. The standard default templates can still be downloaded and used as a reference by clicking Show Standard Templates. For information on customizing invoice templates, see Creating a custom invoice template.
Click on the YSR Report Settings button. The YSR Report Configuration menu appears.
Click on Create New. Name the reports and click Save.
Select the report names from the drop-down menus. A source version and the file name appear.
Click Save.
TIP: For assistance or more information regarding the customization of this report, please reach out to Yardi technical support.