Yardi - How to Reapply a Payment to the Correct Ledger
If you've posted a payment to the wrong ledger and need to move to the correct ledger, follow these steps * Open the Receipt * Click "Reapply" * Click Yes * Click No * Click Reselect * Click Yes * Look up the Resident you want to move the payment to > Select Payment Method > Click Save Notes: * So…
How to Generate a New Quote to Change Move In Date, Unit, Etc. in the New OneSite Experience
Click Menu > New OneSite Experience Click the people icon > Applicants Click on the Applicants Name This example, we're going to change the applicants unit. Click the Activity Tab > Quotes > Create a Quote Choose the new unit > Next Resolve the blackout date if applicable >…
