You can configure the legacy system to automatically export your call accounting data each month so you can import it into Kube. This article explains how to set up automatic exports in the legacy portal. For more information about manually exporting data from the legacy portal, see Exporting call accounting data from the legacy system to Kube.
NOTES:
Before you can export data, you must configure your voice amenities in the legacy system. For more information, see Setting up legacy system call accounting exports.
This setup process is normally completed during onboarding and only needs to be completed once per property. If you add additional properties after onboarding, you must complete setup for each property. Please contact Yardi technical support before making any changes.
When you export call accounting data, the legacy portal emails you a zipped file containing one .csv file with your call accounting report data and one .xlsx file with the same data formatted for importing into Kube. You can choose to have the legacy portal generate one file per company for both the call accounting report and Kube import file. On the Export Call Accounting Data screen in the legacy portal, select the Export Member call accounting data as separate files option in the Settings section. For more information, see Exporting call accounting data from the legacy system to Kube.
NOTE: Automatic call accounting reports use the settings you configure on the Export Call Accounting Data screen (companies and Settings section selections). For more information, see Exporting call accounting data from the legacy system to Kube.
To set up automatic call accounting exports in the legacy system
Log in to the legacy portal at the following link: https://www.wunsystems.com/login/.
Select Reports in the side menu and select Voice Reports in the secondary side menu.
Select the Schedule Monthly Reports tab.
Complete the fields. For field descriptions, see the Schedule Monthly Reports Screen Reference at the end of this article.
Click Save. The legacy portal sends the reports two days after the last day included in the report.
NOTE: Once you receive the Kube import file, you can import the data into Kube using the Amenity Charges import. You do not need to make any changes to the import file that you receive from the legacy portal. For more information, see Importing data into Kube.
Schedule Monthly Reports Screen Reference
Select Location | Property the call accounting report is for.
NOTE: The legacy system exports data for the companies selected on the Export Call Accounting Data screen for this property. For more information, see Exporting call accounting data from the legacy system to Kube. |
Enable Scheduled Reports | Select Yes to enable automatic call account reports at the selected property. |
Select Start/End Dates | Date range used in the report.
NOTE: The legacy system emails the reports two days after the End Day you select.
The date range you select here overrides the date range selected on the Export Call Accounting Data screen. |
Email Addresses | Email addresses the legacy system automatically sends the reports to each month. |