Skip to main content

Billing and Payments Interface Setup

Yardi: Billing and Payments Interface Setup Guide​

The Billing and Payments interface in Yardi requires vendor configuration, user setup, and property setup. This guide walks you through the full process step by step.

Vendor Configuration​

  1. Navigate to Interfaces > Configuration > Review Interface Vendors.
    interface-vendor

  2. Select Billing and Payments from the Entity Type drop-down list.
    intcon

  3. Click Submit. The list of available vendors will appear in the side menu.
    selectVendor

  4. Select the appropriate vendor.

Configuration tip:
  • Use the maximum settings unless there is a specific reason not to.
  • Map utility billing company charge codes to the corresponding Yardi charge codes as needed.

Example configuration with highlighted mapping setup:
configMapping mapping

User Setup​

To configure users, go to:
Yardi > Home > System Administration tile
sysAdmin

This process assumes no user or security group has been set up. You will create a group, configure permissions, then create a user and assign them to the group.

Add Group​

  • Click Add Groups.
    addGroup

  • Enter a Code and Description (self-selected).
    billpay

  • Set the Default Menuset Name to Interface.
    defaultmanuset

  • Click Save.

Set Permissions​

  • From System Administration, select Set Permissions.
    setPerms

  • Locate the group you created.
    search-billpay

  • Leave the Program Type field empty, select Read/Write, then click Find.
    readWrite

  • If the permissions table is empty, select No Access, then click Find again.

  • Use Set All Permissions and choose Least Restrictive.

  • This must be done from the screen where you can see the interfaces listed.
    setAllPerms

Add User​

  • Return to the Administration page:
    Yardi > Home > System Administration tile

  • Click Add Users.
    addUser

  • Enter the First Name, Last Name, and a self-selected Code.
    userNameCode

  • Assign the Group you just created.
    assignGroupToUser

  • Set the Username and Password (chosen by the customer).
    userAndPassword

  • Select a property list to tie the user to (Active is recommended).
    user2property

  • Under Privileges, check the box to mark the user as an Interface User.
    privilegesTab

  • Click Save.
    intUser

Property Setup​

Bulk Property Setup​

(This method can also be used for a single property.)

  1. Go to Interfaces > Configuration > Bulk Property Interface Configuration.
    bulkPropConfig

  2. Search for and select a Property.

  3. Choose Billing and Payments as the Interface Type.

  4. Leave Configure selected.

  5. Select the correct Agency.

  6. Click Save.
    addConfigtoProperty