Yardi Kube

Accounting

Generating a credit note

Cloning credit note charges

Applying credit notes to invoices

Credit Notes

Charges Introduction

Adding an amenity charge

Adding a credit charge

Adding a security deposit charge

Adding a custom charge

Reviewing and editing charge information

Previewing and generating an invoice

Archiving a charge

Refunding or applying a security deposit

Sending the move out refund form

Charges

Invoices

Previewing and editing a pending invoice

Approving a pending invoice

Approving Invoices

Reviewing and emailing an approved invoice

Reviewing the payment history of an invoice

Writing off an invoice

Cloning charges from an invoice

Turning off automatic payments for an invoice

Reversing an invoice using a credit note

Approved Invoices

Adding a cash or check payment

Adding an ACH, credit card, or debit card payment

Adding a prepayment

Applying a prepayment

Reviewing and editing a payment

Voiding a cash or check payment

Voiding an ACH payment

Refunding a processing credit or debit card payment.

Refunding a credit or debit payment

Processing an NSF check payment

Processing an NSF ACH payment

Resolving a disputed payment

Payments

Adding a bank deposit

Reviewing and editing a bank deposit

Reconciling a bank deposit

Bank Deposits

Adding a pricing forecast

Viewing a pricing forecast

Applying bulk pricing to a forecast

Adding a pricing inflation index (CPI)

Editing and viewing a pricing inflation index (CPI)

Pricing Management

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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