How do I add a charge?
You can add a one-time charge from the Charges screen: Receivables > Charges. You can add amenity, credit, security deposit, and custom charges. For more information about each charge type, see Charges introduction.
TIP: You can add recurring charges in a contract. For more information, see Adding a custom charge to a contract.
Why can't I delete a charge?
Kube does not delete data, but you can archive charges to ensure the charges are not invoiced. For more information, see Archiving a charge.
Why can't I void an invoice?
If an invoice has been paid or partially paid, you cannot void it until you void the payment; however, the invoice can be written off. For more information, see Voiding a cash or check payment, Voiding a cash or check payment, Voiding an ACH payment, and Writing off an invoice.
Why can't I take electronic payments?
If you cannot take electronic payments through Kube or the Member Portal, check the following configurations:
Ensure that you set up processing during the onboarding process. For more information, see Payment processing overview.
Ensure that the company has a payment method on file and has a default payment method selected. For more information, see Adding a company payment method and Setting a company's default payment method.
Contact Yardi technical support if the previous configurations are complete.
How can I take a payment for charges at multiple properties?
If you use Yardi Voyager Accounting, you can use intercompany billing, which allows you to take a single payment for charges incurred at multiple properties that use different bank accounts. Without intercompany billing, you can only take a single payment for multiple properties when those properties share the same bank account. For more information, see Turning on intercompany billing.
What do I do if a company won't pay an invoice?
When you decide that a company will not pay an invoice, you can write off the invoice due to it being uncollectible. For more information, see Writing off an invoice.
What do I do if a bank returns a company's check?
If a bank returns a check for non-sufficient funds (NSF), you can mark the check NSF in Kube. When you NSF a payment, you can optionally include fees you incurred from the bank and company fees for the returned payment. For more information, see Processing an NSF check payment.
How do I see a company's payment history?
You can filter the Payments screen for the company you are looking for, or you can use the Company Ledger screen to see a record of all the company's financial transactions. For more information, see Main company Ledger screen overview.
How do I send a company their owed balance?
You can email the company's primary contact a copy of the company's ledger that shows all the company's financial transactions and the balance due. For more information, see Main company Ledger screen overview.
How do I reconcile my accounts?
You can add bank deposits in Kube to mark cash and check payments as Deposited. To fully reconcile your accounts, you must use Yardi Voyager Accounting. For more information, see Adding a bank deposit.
How do I log in to Yardi Voyager Accounting?
If your organization uses Yardi Voyager Accounting and you have permission to log in, you can find the Yardi Voyager Accounting login by selecting Accounting in the top menu and Voyager from the drop-down. Kube opens the Yardi Voyager Accounting login screen in a new browser tab.
Does Kube automate accounting tasks?
Yes, Kube's scheduled tasks automate monthly accounting tasks. For more information, see Scheduled tasks billing cycle overview.
What is the post month?
The post month is the accounting month in which a charge posts.
What is the charge date?
The charge date is the date a charge is created.
What is a cash account?
A cash account is linked to your real world bank account and is where Kube deposits electronic transactions and where you deposit cash and check payments.
What is the difference between International and Domestic Tax?
When your organization is located in the United States, you can choose to use either Domestic or International Tax. When you use Domestic Tax, you add tax codes to each of your properties that you then apply to amenities and spaces when you add them.
When your organization is located outside of the United States, you must use International Tax. When adding international tax rates, you add them at the system level and apply them to GL accounts. Whenever a charge is created, Kube applies tax to the charge if the charge's charge code is linked to a GL account that is taxed. For more information, see Adding an international tax rate and Adding a domestic tax code to a property.
Can I customize the payment screen that my customers see in the Member and Prospect Portals?
No, you cannot customize this screen. Kube uses the Yardi payment processor, which must follow specific guidelines for Payment Card Industry (PCI) compliance.
How do I set up payment processing to take electronic payments?
If your organization uses Domestic Tax, you can set up payment processing in Kube. For more information, see Setting up payment processing.
If your organization uses International Tax, contact Yardi technical support to complete the setup process.