American Home Yardi Voyager Training Guide - 2

Yardi Voyager 6.
0 Residential Training
Contents
Accessing Yardi.......................................................................................................................3
Homepage...............................................................................................................................4
Navigation Tips...................................................................................................................4
Dashboard Basics....................................................................................................................5
Available Homes.................................................................................................................5
Guests..................................................................................................................................5
Renewals.............................................................................................................................6
Pending Make Ready..........................................................................................................6
Person Search......................................................................................................................6
Calendar..............................................................................................................................7
Keyboard Shortcuts.............................................................................................................7
Filters..................................................................................................................................8
Adding a New Property......................................................................................................8
RESIDENT FUNCTIONS......................................................................................................9
Move In Workflow..............................................................................................................9
Cancel Move In...................................................................................................................9
Adjust Move In Dates.......................................................................................................10
Move In.............................................................................................................................11
Reverse Move In...............................................................................................................12
Move In Calculator...........................................................................................................12
Lease Charges...................................................................................................................13
Notice to Move Out..........................................................................................................14
Cancel Notice to Move Out..............................................................................................15
Adjust Notice Dates for Move Out...................................................................................15
Move Out Calculator.........................................................................................................16
Move Out..........................................................................................................................17
Evict Tenant......................................................................................................................17
Unit TransferS...................................................................................................................18
Tenant Functions...................................................................................................................21
Review Tenant...................................................................................................................21
Tenant History...................................................................................................................21
Tenant Ledger...................................................................................................................22
Unpaid Charges.................................................................................................................22
Adding A Memo................................................................................................................23
Receivables - Tenant charges................................................................................................24
Single Charge Tenant Screen.........................................................................................24
Summary Charge Batch....................................................................................................24
Edit / Charge Batch...........................................................................................................26
Monthly Posting................................................................................................................27
Late Fees...........................................................................................................................28
Find Charges.....................................................................................................................29
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Version: 4/24/12
VOYAGER - TRAINING GUIDE
Deposit Accounting...........................................................................................................30
Adjust Deposit Accounting...............................................................................................32
Write Off Past Tenant Charges..........................................................................................34
Receivables - Receipts..........................................................................................................35
Creating detail receipt batch.............................................................................................35
Non-Tenant receipts Detailed Receipts..........................................................................37
Edit / Receipt Batch..........................................................................................................38
Reverse UnPosted Receipts..............................................................................................39
Reverse Posted Receipts...................................................................................................41
Reapply receipt.................................................................................................................41
NSF Receipts....................................................................................................................42
MAINTENANCE...........................................................................................44
Service Request.................................................................................................................44
Pending Work Order Requests..........................................................................................46
REPORTS................................................................................................... 47
ACCESSING YARDI
Yardi Voyager may be accessed by double clicking the Yardi
shortcut icon on the windows desktop.
Enter your User Name

Enter your Password
________________
________________
TIP: Password is case sensitive. Be sure that your caps

lock key is OFF.
Select the
database list)
Live or Test database (click the down arrow to view
Click Submit to complete your login
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VOYAGER TRAINING GUIDE
Page 3 of 58
HOMEPAGE
When a group member initially logs into the system, the
(Homepage) will be displayed. The available functions to this role
may be accessed by clicking the Links found under the dashboard.
The functions may also be accessed from the Side Menu by clicking
the Open Menu command button on the left side of the page, or
from the Title menu at the top of the page.
EXAMPLE OF HOME PAGE FOR THE MANAGER/ASSISTANT ROLE
NAVIGATION TIPS
When navigating through the Yardi screens, the following
tips will be helpful:
Use the TAB key to jump from field to field while still on your
keyboard.
Use SHIFT-TAB to jump backwards between the fields.
For moving between fields that are not continuous, use the
MOUSE to click into the desired field and proceed from there.
Fields with a blue background are REQUIRED to complete a
task.
Underlined fields are called LINKS. LINKS may open lookup
lists or lead to other screens.
Do not use the ENTER key when navigating.
In some screens, you may use the BACK button on your
browser to go back a step, for example, when selecting a report
or when changing menus. However, this should not be used in
transaction processing and may cause an error.
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DASHBOARD BASICS
When group member initially logs into the system, the
Dashboard (Homepage) will be displayed. Commonly used
functions are divided into different areas of the dashboard
as illustrated below.
EXAMPLE OF HOME PAGE
AVAILABLE HOMES
This tab reflects the homes available with pricing and date
available.
GUESTS
This tab shows a list of active guest that have not
committed to renting a home. Each guest can be selected
to link into the applicant process.
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RENEWALS
All current tenants that leases are expiring are shown in
this tab. Tenant information can be obtained from this list
as well as placing a tenant on notice.
PENDING MAKE READY

Pending make ready are shown in this tab. Make Ready
homes can be marked as complete from this listing.
PERSON SEARCH
Click on the Person Search tab to search for a guest or
tenant of the active property by name, address, phone
number, etc. From the list, you can click on the name, home
or quickly review the ledger.
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CALENDAR
The Calendar is a good way to track scheduled activity such
as Move In, Move Out, Appointments, Showing, and Notice.
You can change the display format from Today, Week, 2
Week and Month.
KEYBOARD SHORTCUTS
Result
Cut
Copy
Paste
Save Screen/Form
Pop Up Directories
Select All (within
Field)
Move to beginning of
Field
Move to end of Field
Find on page
Shortcut Keys
CTRL+X
CTRL+C
CTRL+V
ALT+S
ALT+F
CTRL+A
HOME
END
CTRL+F
User Entry Keyboard Shortcuts

Within the program, while entering data into a form, you can also
use the following keyboard shortcuts to help you entering data.
Alt-S
Alt-N
Alt-H
Save
New
Help
Anytime you see a dash underneath the command letter of a

button. Use the Alt in combination with
that letter.
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FILTERS
Understanding Filters and Field Selection. Filters are
accessed by clicking on a
Function Link
Report Link
Filter Button on the Shortcut Menu
Property & mm/YY: Blue field = Mandatory fields
Property / Home / Tenant / Charge Type: hyper link fields.

Click to get a list of records
Status: Click on the Arrow-Down to get a list of choices
Destination: Designate where to send report to

Submit: Process Report
ADDING A NEW PROPERTY

Use this procedure to create a new property.
(Side Menu) Setup>Property>Add Property

Complete the property fields and select the property type
Click Save.
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RESIDENT FUNCTIONS
Tenant functions can be accessed from the dashboard in the Tenant
Activity section or by reviewing the Tenant screen. Click the
corresponding numbered link to view
activity for a specific function.
EXAMPLE OF TENANT ACTIVITY SCREEN
MOVE IN WORKFLOW
Use the following procedures to handle commonly occurring
situations related to new tenant move ins.
CANCEL MOVE IN
Use this procedure to close out a scheduled move in for a tenant
who decides not to take occupancy of a home.
Click the MOVE IN link in the Tenant Activity section of the

dashboard to view currently scheduled move ins.
Locate the desired tenant in the list
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Click the CANCEL button next to the

tenants name
Enter the Cancel Date (Property and
Tenant Code will automatically be filled in)
Click SUBMIT
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ADJUST MOVE IN DATES

Use this procedure to modify the scheduled move in date for a
future tenant.


Click the ADJUST DATES button next to the tenants name
Enter the new Move In

date
Enter the new Lease
From date
Modify the Lease Term
if needed
Press the TAB key to
automatically calculate
the new Lease To date
Click the POST button
to complete the function
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MOVE IN
Use this procedure to move in a future tenant.


Click the MOVE IN button next to the tenants name
Verify the Move In date. Modify if needed.

Verify the Lease From date. Modify if needed.
Verify the lease Term. Modify if needed.
Press the TAB key to automatically calculate the new Lease
To date.
Verify/Modify move in amounts/proration.
Click the POST button to complete the move in.
Note: Charges may or may not be modifiable,

depending on property setup and security.
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REVERSE MOVE IN
Use this procedure to undo a Move In that was posted incorrectly or
by mistake.
From the Tenant screen click the REVERSE MOVE IN link in

the Functions section on the right side of the Tenant screen.
Enter the Date of the reversal.

Click the SUBMIT
MOVE IN CALCULATOR
Move In Calculator is a good tool to preview the Move In
Charges and save the changes for the actual move in
process.
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LEASE CHARGES
Most Lease Charges are created automatically using the Move In or
Lease Renewal functions. Sometimes a Lease Charge needs to be
setup manually, such as
Utilities
New Rentable Items
Deposit paid over time
On the Tenant screen
Click on the Data>Lease Charges Link
The Lease Charge screen will display
Add other Lease Charges on the rows provided
Code
Amount
From Date
To Date
Select Charge Code

Insert Charge Amount
mm/dd/yyyy ~ Beginning of Lease Charge term
mm/dd/yyyy ~ Ending of Lease Charge term
Click Save when all Lease Charges have been added and
reviewed
*Never write over a lease charge. Always begin a new row.

*Never delete the history of a Lease Charge. Just place an ending
To Date.
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NOTICE TO MOVE OUT

Use this procedure to record a notice to vacate received from a
current tenant
Click the PERSON SEARCH TAB to look up the tenant by last

name. Click the Tenant Name link to view the tenant screen.
Click the Notice link on the functions menu on the right side of
the Tenant screen.
Select Termination Type = Notice
Enter the date the notice was received
Enter the expected move out date
Select the reason for move out from the list.
Click the SAVE button to complete the notice.
The Tenant status will be updated from Current to Notice, and

the Notice count will be updated by one on the dashboard.
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CANCEL NOTICE TO MOVE OUT

Use this procedure to cancel a notice to vacate received from a
tenant.
Click the ON NOTICE link on the Tenant Activity section of

the dashboard to view a list of tenants on notice for the active
property.
Locate the desired tenant in the list.

Click the CANCEL button next to the tenants name.
The Tenants status will be updated from Notice to Current.
ADJUST NOTICE DATES FOR MOVE OUT

Use this procedure to adjust notice dates for a tenant currently on
notice.
Click the ON NOTICE link on the Tenant Activity section of

the dashboard to view a list of tenants on notice for the active
property.
Locate the desired tenant in the

list.
Click the ADJUST DATES button
next to the tenants name.
Enter the new expected Move
Out Date.
Click the SAVE button,
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MOVE OUT CALCULATOR

Use this procedure to determine what a tenant will owe at move
out, based on the current move out date.
Click the PERSON SEARCH TAB to look up the tenant by last

name. Click the Tenant Name link to view the tenant screen.
Click the Move Out Calculator Link

Enter forwarding address information, if
known
Enter any move out related charges, if
known
View or Print amount owed
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MOVE OUT
Use this procedure to move out a tenant currently on notice.
Note: this function does NOT include deposit

accounting, which is a separate item. This changes
tenant status from Notice to Past.
Click the MOVE OUT link on the Tenant Activity section of

the dashboard to view a list of tenants with a move out date
on or before todays date.
Click the Move Out button.

Click OK to the confirmation
message.
The Tenants status will be
updated from Notice to Past.
EVICT TENANT
Use this function to process an eviction,
Locate the Tenant by way of the Person Search function or

by (Side Menu) Tenant>Find Tenant.
From the Functions menu on the Tenant screen, click the Evict link.
Enter the new Lease End date
Click SUBMIT
The Lease To date on the tenant screen
will be updated.
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The Termination Type will automatically be set to evict.

Enter the eviction date
Enter the Move Out date
Set the Reason for move out from the list
Click the SAVE button to complete.
The tenant status will be changed to Evict. Corporate/Legal

policy will dictate the acceptance of payment for tenants of
Evict status.
UNIT TRANSFERS
The Unit Transfer process will place the current tenant into
Notice Status, recreate a new tenant record with the
household information into a Future Status
Tip: Prior to starting the Unit Transfer, make sure that the
home that you will be transferring the tenant to is either vacant
or a Make Ready date earlier than the date the tenant will
transfer into the home.
Tip: Prior to completing the Move In of the unit transfer into

the new home, make sure the new home is vacant.
To complete the Transfer Unit process
(Side Menu) Tenants>Transfer Unit

Select Property to transfer from
Select Tenant to transfer
Select Property to transfer to
Select Unit to transfer to
Select Date to Transfer
Submit
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Continue with the Transfer Wizard

- Verify Information
Verify Custom Data

NEXT
Roommates: Remove or Add new Roommates
NEXT
Rentable Items: Remove or Add Rentable Items
NEXT
Review & Post: Review information
Post Transfer to complete
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From here you will need to complete the move out as normal
to the Notice Status record and proceed with the Move In
process to the Future Status record. See Move In and Move
Out process for instructions
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Complete Unit Transfer Dashboard

From the Dashboard, Home Statistics, you have Unit
Transfers link.
Unit Transfer: Click

on the hyperlink to
view list.
Select the property function with on the tenant to transfer
Select Move In to move Tenant into the new home

Select Move Out - to move Tenant out of the old home
Select Adjust Dates to adjust dates for move out or
move in
Select Cancel to cancel transfer
Tip: Continue with the normal steps of processing the

Deposit Accounting for the Moved out record and charge
the appropriate move in charges for the move in tenant
Tip: If the S/D balance was transferred from the old

tenant record to the new tenant record, after the security
deposit is completed, you might need to do a zero
payment entry to apply the S/D credit to the S/D charge
for the new tenant record.
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TENANT FUNCTIONS
REVIEW TENANT
Tenant >review Tenant

o Property
o Select Unit or leave blank
o Select Tenant or leave blank
o Select other Filter option (optional)
o Submit
A list of tenant matching the filter criteria will be listed
on the left side.
o Select appropriate tenant from the list
TENANT HISTORY
Click the Tenant History link on the Functions/Data menu on

the Tenant screen.
TIP: History is stored on Tenants and

homes and shows dates/actions relevant
to the Tenant or home such as move in,
notice, or occupancy status.
EXAMPLE OF TENANT HISTORY SCREEN
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TENANT LEDGER
From Tenant Screen > Ledger( link on the Reports)
EXAMPLE OF TENANT LEDGER SCREEN
TIP: Click the numbered link the Chg/Rec column to drill down
to the transaction detail if desired. Print the ledger by using
the Right-Click/Print option.
UNPAID CHARGES
Click the Unpaid Charges link on the

Reports menu on the Tenant screen
TIP: Click the numbered link the Chg/Rec column to drill down
to the transaction detail if desired. Print the report by using
the Right-Click/Print option.
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ADDING A MEMO
Click the Memo link on the Functions/Data menu on the

Tenant screen.
TIP: Memos are found throughout the Yardi

program and can be used to store notes or
information regarding an item in the
database, such as a Tenant, a home, or an
applicant.
EXAMPLE OF TENANT MEMO LINK
Fill out the Memo Screen as shown below:

Modify Date/Time as needed or leave as defaults
Select the Memo Type most closely matching the purpose of
the memo (note: memo type will vary per screen).
Select Status = Memo
Select your name from the Agent list
Enter detailed notes regarding the memo
Click Save to complete the memo. Continue entering memos
or
Click CLOSE to exit the memo screen.
TIP: The Memo link on the Tenant record will be updated with
the number of memos in parentheses.
Editing a Memo
Click the Memo link to open the memo screen.
Click the Memo Date link on the memo to
be edited.
The memo text will appear again in the
Notes field of the memo screen. Edit or add
text or other information as needed.
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Click Save, then click Close to exit the screen.
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RECEIVABLES - TENANT CHARGES

SINGLE CHARGE TENANT SCREEN
(Tenant Screen) Charges

o Pick Tenant # 5
o 1st of current month
o Damage (code)
o Enter notes
o Submit
Review Ledger
SUMMARY CHARGE BATCH

Charges can be created in batches which can be edited, modified,
and reviewed prior to being posted to the GL.
(Side Menu) Charges>Create Summary Batch
EXAMPLE OF CHARGE BATCH HEADER SCREEN
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Fill out the Batch Header as shown below:

Batch Description
Automatically fills with the users ID and a date/time

stamp.
Batch Notes
Enter free form notes to identify the batch contents.
Total of Charges
Number of Charges
CLICK
Enter the total dollar value of the items to be input.

Enter a count of the items to be input.
SUBMIT to proceed to the charge screen.
TIP: If an error is made on the batch total or count, this

information can be corrected at any time before the batch is
posted.
Complete the charge by entering the following information:
Select the Tenant for the Charge

Enter the Charge Code (Income Category)
Enter the Amount
Enter any notes (will appear on the Tenant Ledger)
Click SAVE to complete the charge.
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EDIT / CHARGE BATCH

To retrieve an open batch for editing, or to review a batch already
saved by another user, select:
Charges>Edit Batch
TIP: A user will

only be able to see
their own batches
UNLESS they have
Access to All
Financial Batches
selected in their
security setup. A user
EXAMPLE OF BATCH CHARGE SELECTION LIST
Click the down arrow to the right of the Batch List box to view any
open batches that are accessible. The Batch Description will show,
with the batch number in parentheses to the right. Select the batch
by clicking on it, then click SUBMIT.
EXAMPLE OF THE CHARGE BATCH HEADER
The Batch Header shows the batch summary information.

EDIT Click this button to view or modify existing items in the batch.
If no items have yet been entered, the EDIT button may not be
used; click ADD instead.
ADD
Click the ADD button to add new items into the batch.
POST
This button will not be available for site users; batches will be
posted by corporate/regional personnel.
DELETE
Click this button to delete the entire batch without posting. To

delete a single item within the batch, click EDIT, then click
DELETE on the transaction screen.
REPORT
Click REPORT to view a report of the items in the batch. The

report must be printed before the batch can be posted.
SAVE
Click the SAVE button to preserve any changes made on the
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batch header.
MONTHLY POSTING
Monthly Posting is the process to charge all tenants for the
monthly Lease charges. This includes Rent, Rentable Items
and all other Lease Charges that have an effective date
within the posting month of the monthly posting process.
Charges > Residential Monthly Posting

o Property ID: Choose Property
o mm/yy:
Month & Year
o Report Only?Report Only
o
o
You should always verify prior to execute process
Variance?
Yes
Destination:
Screen
Print report and verify activity. You should look at the variance
column, comparing prior months charges to new charges.
Anything that has changed should be verified for accuracy. Return
to this process and change to Batch or Post once everything has
been verified for accuracy.
Charges > Residential Monthly Posting

o Report Only?Create Batch or Post to G/L
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LATE FEES
The Late Fee settings are set up in the Property Control
screen. As tenants occupy a home, the Late Fee settings
are copied to the Resident Information screen. Late Fee
settings can be customized for individual tenants. When
Post Late Fee is executed, the late fee charges will be
calculated based on the late fee settings in the Resident
Information
screen.
Late
o
o
o
o
o
o
Charges>Post
Fees
Ppty ID:
Enter the
ppty ID
LF Date:
Enter
date Late Fee
is effective
Cutoff Date:
Enter
Cuff of date
Report Only?Choose report / Create Batch or Post to
G/L
Destination: Screen to review
[Submit]
Tip: You can choose to Process Late Fees for

individual tenants simply by choosing a tenant code.
Tip: In order that Late Fees are properly done by the

system, late fee charges should never be entered
manually.
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FIND CHARGES
Find Charges is a good way to review or find posted charges
by Date, Resident, Charge code, etc.
Charges > Find Charges
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DEPOSIT ACCOUNTING
All past tenants and past applicants must have the deposit
accounting process completed to charge collections or to
reflect a refund. Past tenant and past applicants that have
not had their deposit accounting function completed will
appear on the dashboard.
Note that once you have created a refund in error or the
refund amount is not correct, you must correct the refund
from the adjust deposit accounting screen. The Amount of
refund must equal the total amount for the refund.
To Refund an Admin Fee
Click on the number beside Deposit Accounting
Scroll down to the end of the list and look for the applicant's
name
Once the applicant is located click on the box Deposit Acctg.
From the Deposit Accounting screen check the Refund Admin

Fee box and type in the dollar amount needed to make the
refund amount correct.
Check the Print Statement box and click
Fill out the correct refund paperwork and submit as required.
The due date should be listed at 72 hours.
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To Clear Cancel/Denied Applicants

Scroll down to the end of the list and look for the applicant's
name
Once the applicant is located click the box in the "Clear
Applicant" column.
The message box appears, click okay
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Past Tenant Deposit Accounting (move-out function has been completed)

From the Dashboard
Scroll down to the list and look for the past tenants name
Once the past tenant is located click the box Deposit Acctg.
Enter the Forwarding Address.
From the grid, check the appropriate fields for charges or
credits.
Type in the descriptions and amounts to make the refund
amount or
collection amount correct.
Check the Print Statement box and click Post.
(same as Move out Statement)
If a refund is due to the past tenant,
complete the refund paperwork and submit as required.
If an amount is owed to the property,
complete the write off using unpaid charges report.
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ADJUST DEPOSIT ACCOUNTING
Click on Adjust Deposit Accounting
Then complete the charge code

Tab enter a description
Then enter the amount you would like to charge or credit
The refund amount must equal the amount you are going to
refund the tenant.
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WRITE OFF PAST TENANT CHARGES

This step should be completed ONLY after a tenant has had deposit accounting
completed.
Balances are written off in two steps. Only one charge code can be used at a time.
Write off Rent
Select Property Code:

Select the Status: Past
Post Date: Today
Post Month: Current Period
Write off Charge Code:
________
Select row items that include Rent with a select check.

Then Post.
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RECEIVABLES - RECEIPTS
Payments are recorded in batches which can be edited,
modified, and reviewed prior to being posted to the GL.
Security Deposit receipts should be recorded in a separate
batch.
CREATING DETAIL RECEIPT BATCH
(Side Menu) Receipts>Create Detail Bach
EXAMPLE OF RECEIPT BATCH HEADER SCREEN
Fill out the Batch Header as shown below:

Batch Description
Automatically fills with the users ID and a date/time

stamp.
Batch Notes
Enter free form notes to identify the batch contents.
Total of Receipts
Number of Receipts
Deposit Date
Post Month
Deposit Memo
CLICK
Enter the total dollar value of the items to be input.

Enter a count of the items to be input.
Enter the date funds were deposited to the bank
Enter the desired GL post month for the batch
Enter a memo to appear in the bank reconciliation
(optional)
SUBMIT to proceed to the charge screen.
TIP: If an error is made on the batch total or count, this

information can be corrected at any time before the batch is
posted.
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Complete the receipt by entering the following information:

Select the Tenant for the Receipt (click the Tenant link to view the
pick list)
Click the ENTER DETAIL button to load open charges and

Tenant information.
Enter Receipt Details:

Enter the total amount received and press TAB to apply the
payment in the pre-specified order.
Distribute payment manually, if desired by clicking Erase
Distribution and entering specific amounts for each line
outstanding.
- Security deposit receipts should always be manually
distributed to the row specifically for the security
deposit amount.
The details will fill in automatically below. Any leftover funds
will automatically be applied to the prepayment account.
Enter the Date Received
Enter the Check Number
Select the Payment Method (check/cash)
Enter notes regarding the payment (will appear on the tenant
ledger)
Click SAVE to complete the receipt
When the receipt is saved, a new receipt window will open, or if the
batch has met its declared amounts, the user will be automatically
returned to the batch header. To manually exit the batch and save it
for later, click the Unposted Batch Link.
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NON-TENANT RECEIPTS DETAILED RECEIPTS

Non-tenant Receipts are done for payments applied to the
property and not a specific tenant, such as Laundry Income,
Refunds checks, etc.
Sample: Detailed Receipts
Enter Detailed Receipts

o Complete Deposit filter information
Receipt screen:
o Payer:
Enter description (laundry)
o Click Select Tenant
o Date Receipts
o Check Numb.
o Pay:
Enter amount
o Charge CodeSelect Code
o Date
Enter Date
o Save
Page 44 of 58
EDIT / RECEIPT BATCH

To retrieve an open batch for editing, or to review a batch already
saved by another user, select:
(Side Menu) Receipts>Edit/Post Detailed Batch
TIP: A user will

only be able to see
their own batches
UNLESS they have
Access to All
Financial Batches
selected in their
security setup. A user
EXAMPLE OF BATCH CHARGE SELECTION LIST
Click the down arrow to the right of the Batch List box to view any
open batches that are accessible. The Batch Description will show,
with the batch number in parentheses to the right. Select the batch
by clicking on it, then click SUBMIT.
EXAMPLE OF THE RECEIPT BATCH HEADER
The Batch Header shows the batch summary information.

EDIT
Click this button to view or modify existing items in the batch.

If no items have yet been entered, the EDIT button may not be
used; click ADD instead.
ADD
Click the ADD button to add new items into the batch.
POST
This button will not be available for site users; batches will be
posted by corporate/regional personnel.
DELETE
Click this button to delete the entire batch without posting. To

delete a single item within the batch, click EDIT, then click
DELETE on the transaction screen.
REPORT
Click REPORT to view a report of the items in the batch. The

report must be printed before the batch can be posted.
SAVE
Click the SAVE button to preserve any changes made on the
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batch header, such as TOTAL DECLARED or ITEMS DECLARED.
EXAMPLE OF BATCH REPORT
The fields on the right hand side of the batch header screen are
modifiable by the user and show the amounts declared for the
batch. The fields on the right show the calculated amounts that
have been entered into the batch.
TIP: Before the batch can be posted, the AMOUNT DECLARED

and ITEMS DECLARED must match the TOTAL ENTERED and the
ITEMS ENTERED. To modify or correct the Total Declared or Items
Declared, enter the correct amount or count, then click the SAVE
button.
REVERSE UNPOSTED RECEIPTS

Receipts can be deleted from an unposted batch
Open the unposted batchClick Edit
Select the receipt
Then Delete
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**It is easier to correct a receipt by deleting and then reentering the

item.
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FIND PAYMENTS
Find Payments is a good way to review or find posted
receipts by Date, Resident, Check number, etc.
Payments > Find Payment Receipts
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REVERSE POSTED RECEIPTS
Enter as much information into the receipt filter

Click Submit
Select the appropriate receipt from the side menu
Click Reverse
REAPPLY RECEIPT
Receipt>Review receipt
o Enter as much information into the receipt filter
o Click Submit
o Select the appropriate receipt from the side menu
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Click Reapply Enter information for new receipt
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NSF RECEIPTS
Enter as much information into the receipt filter

Click Submit
Select the appropriate receipt from the side menu
Click NSF
1. Post Month Enter the month for the NSF to affect

the GL
2. Notes to show up on tenant ledger
3. Bank Fee Not used for site level
4. Bank fee Acct Not used for site level
5. Tenant Fee Amount to charge tenant for NSF
6. Tenant Charge Code Charge code used for NSF
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MAINTENANCE
SERVICE REQUEST
The Service Request function is used to generate and track a work
order directly from the Dashboard in Voyager.
Dashboard-Click New Svc. Req. link
Click find and current tenant for that home will be listed
PAGE 1 OF SERVICE REQUEST:
Select or enter the Property code of the Tenant making the

request
Select or enter the home of the Tenant making the
request(optional)
Select or enter the Tenant code of the Tenant making the
request by clicking the Select checkbox
Click the FIND button
Click NEXT to proceed with service request entry
PAGE 2 OF SERVICE REQUEST
Select a caller other than main tenant (optional)

Click the NEW WO button to continue with the service
request
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Select the work order Priority

Select the work order Category
Enter a Brief Description for the work order
Enter a longer description if desired
Enter notes regarding accessing the home if applicable
Click SAVE to complete the request
Click the Work Order link to view the work order if desired
[Print]
To Print Work Order
[New Call]
To enter a new Service Request for a
different tenant
[Save Caller] To enter a new Service Request for the same

Tenant
Click Home to return to the Dashboard

Explain reason for making multiple service requests for the
same tenant if they are for 2 separate categories. Here they
would select Same Caller.
Normally at this point they would PRINT the WO.
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PENDING WORK ORDER REQUESTS

Open Service Request (Call; Assigned; Scheduled) are
available for review in Pending Work Order Requests.
Click the Pending Work Order Requests link on the

Maintenance section of the dashboard.
A list of outstanding work requests will display.
Click the WO# link to drill down and view details and/or print
work order.
Click the Reason Incomplete button to add details regarding
work order status.
Click the Complete button to complete the work order
Update the Completion Date if it was complete on an earlier
date.
Enter detailed Completion Notes with Technicians name.
REPORTS
ANALYTICS
Analytics reports is a great way to quickly print your
reports, drill into specific records for details and export to
Excel or PDF.
There are different types of Analytics Reports
Financial Analytics
Residential Analytics
Aged Payable Analytics
Residential AR Analytics
Work Order Analytics
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Depending on the type of report that you choose, different options

are available as filters. Below is a sample Residential Reports
Analytics filter. All Analytic Report filters have different options.
The options will change based on the Report type you choose.
A. Property / Property List and Home selections

B. As of Dates
C. Report Type and Summary By (multiple reports available)
D. Display format. Some reports have Graphs available
E. Export to type (Excel/PDF) or display on the screen
When you export to Excel or PDF, the format is the same as the
display format, including Titles and Page breaks.
Page 58 of 58

American Home Yardi Voyager Training Guide - 2

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Yardi Voyager 6.

VOYAGER - TRAINING GUIDE

Enter your User Name

TIP: Password is case sensitive. Be sure that your caps

Live or Test database (click the down arrow to view

Click Submit to complete your login

VOYAGER TRAINING GUIDE

VOYAGER TRAINING GUIDE

EXAMPLE OF HOME PAGE FOR THE MANAGER/ASSISTANT ROLE

VOYAGER TRAINING GUIDE

VOYAGER TRAINING GUIDE

EXAMPLE OF HOME PAGE

VOYAGER TRAINING GUIDE

PENDING MAKE READY

VOYAGER TRAINING GUIDE

User Entry Keyboard Shortcuts

Anytime you see a dash underneath the command letter of a

VOYAGER TRAINING GUIDE

Filter Button on the Shortcut Menu

Property & mm/YY: Blue field = Mandatory fields

Property / Home / Tenant / Charge Type: hyper link fields.

Status: Click on the Arrow-Down to get a list of choices

Destination: Designate where to send report to

ADDING A NEW PROPERTY

(Side Menu) Setup>Property>Add Property

VOYAGER TRAINING GUIDE

EXAMPLE OF TENANT ACTIVITY SCREEN

Click the MOVE IN link in the Tenant Activity section of the

Locate the desired tenant in the list

VOYAGER TRAINING GUIDE

Click the CANCEL button next to the

VOYAGER TRAINING GUIDE

ADJUST MOVE IN DATES

Click the MOVE IN link in the Tenant Activity section of the

Locate the desired tenant in the list

Enter the new Move In

VOYAGER TRAINING GUIDE

Click the MOVE IN link in the Tenant Activity section of the

Locate the desired tenant in the list

Verify the Move In date. Modify if needed.

Note: Charges may or may not be modifiable,

VOYAGER TRAINING GUIDE

From the Tenant screen click the REVERSE MOVE IN link in

Enter the Date of the reversal.

VOYAGER TRAINING GUIDE

Select Charge Code

*Never write over a lease charge. Always begin a new row.

VOYAGER TRAINING GUIDE

NOTICE TO MOVE OUT

Click the PERSON SEARCH TAB to look up the tenant by last

Select Termination Type = Notice

Enter the date the notice was received

Enter the expected move out date

Select the reason for move out from the list.

Click the SAVE button to complete the notice.

The Tenant status will be updated from Current to Notice, and

VOYAGER TRAINING GUIDE

CANCEL NOTICE TO MOVE OUT

Click the ON NOTICE link on the Tenant Activity section of

Locate the desired tenant in the list.

ADJUST NOTICE DATES FOR MOVE OUT

Click the ON NOTICE link on the Tenant Activity section of

Locate the desired tenant in the