Map A/R codes in Property Vista to match Yardi (Step 6)

Once you have created the agent, it is imperative that the correct charge codes are mapped in Property Vista to match Yardi.

 

Typical codes are:

Rent

Parking

Lockers

...and whatever other rentable items or features you may have.

You will also need to map DEPOSITS if applicable, such as Move-In Deposit, Security Deposits or Last Month's Rent Deposits. 

 

REMEMBER: If the charge code is not mapped, it will not be able to communicate to Yardi. 

 

1) ADMINITSTRATION--> FINANCIAL--> AR CODES

2) Use the FILTER function to narrow down the results: ie. Parking

3) Click on the AR code in question

4) Click Edit

5) +ADD and add in the Yardi equivalent code EXACTLY as found in yardi. Example: rrent

6) Click SAVE

 

SEE ATTACHMENT FOR STEP BY STEP GUIDE

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