Overview

Once Cost Capture is configured in HappyCo, resident charges captured during a move-out inspection can post automatically to the resident's ledger in Yardi — no manual re-entry required. This article covers the Yardi-side configuration needed to enable that connection.

Prerequisites

Before completing the steps below, make sure the following are in place:

• Your core Yardi integration is already set up. If not, start with Setting up your Yardi Integration →
• Cost Capture & Integrated Resident Charges is enabled and configured in HappyCo. If not, complete that setup first — see the next section
• This feature is currently in Early Access. Contact your Customer Experience Manager to have it enabled for your account

How it Works

For a full overview of the Cost Capture workflow — including how to configure cost sheets, the approval workflow, and how charges are captured during inspections — see Cost Capture & Integrated Resident Charges →

How to Set it Up

To enable Resident Chargebacks in Yardi, your internal Yardi administrator must complete the following steps. If you need support, contact your Customer Success Manager or HappyCo Support.

Step 1: Install the Yuhu Inc. Package

HappyCo uses our subsidiary's Yardi Interface package Yuhu Inc. (yuhu2) to access the API endpoints required for this feature. You'll add it to your properties the same way you added the HappyCo Service Requests (happyco9) package.

• If you can't locate the package, contact your Yardi Representative or the Yardi Interfaces team to request access.

Note: Yuhu is a subsidiary of HappyCo; you do not need to use our Yuhu product to add this package in Yardi.

Step 2: Configure the Billing & Payments Interface for Yuhu Inc.

Navigate to Interfaces, select Billing & Payments as the type, and search for yuhu2 - Yuhu Inc. Adjust the following settings on that screen:

Import Transaction Options

• Import Receipt Batches As Posted: On
• Import Charge Batches As Posted: On
• Import Payable Batches As Posted: On
• Separate Transaction Batches per Property: On
• Default Receipt Display Type: leave blank
• Default Charge Display Type: leave blank

Export Tenant Options

• Include residents moved out within last: 90 days
• Include Billing Account Information: Off
• Include Open Charges: On
• Include Service Dates With Billing Account Information: Off
• Ignore Exclude Units Flag: On
• All remaining options: Off

Export Vendor Options

• Leave all fields blank or off

Once saved, click Utilities & Charge Code Mappings and add at least one charge code for HappyCo to post resident charges with — for example, a code for damages or cleaning. This is the charge code that will appear on the resident's ledger in Yardi when a charge is submitted from HappyCo.

Step 3: Configure the Common Data Interface for HappyCo Service Request

Similar to the previous step, navigate to Interfaces and this time select Common Data as the type, and search for happyco9 - HappyCo Service Request. Adjust the following settings on that screen:

• Export Deposit Information: On

Resident Data Permissions 

You will see a table of resident-related permissions. Several of these are needed to sync your resident data into HappyCo and to sync charges back to Yardi:

• Name: Read
• Address: Read
• Phone Numbers: Read
• Vehicle: Read
• Ledger: Read
• Lease Charges: Read/Write
• Lease Offers: Read
• Scheduled Lease Renewals: Read
• Rentable Items: Read
• User Defined: Read/Write
• Pets: Read
• Email: Read
• Employer: Read

Step 4: Bulk Property Configuration

Bulk configure all properties for both HapyCo Service Request and Yuhu Inc.

• In Yardi's sidebar, go to Interfaces (switch to Basic iData if Interfaces isn't visible) > Configuration > Bulk Property Configuration. 
• Enter your property list, select the Service Requests Interface, and select the HappyCo Service Request agency. 
  • Repeat this step, this time selecting the Billing & Payments Interface and select the Yuhu Inc. agency

Step 5: Update the HappyCo Vendor User Security Group Permissions

In the security group that your HappyCo vendor user belongs to, confirm the following access is granted, and update the ones that are not:

• Read/Write access to all permissions associated with Interfaces: Web Service - Common Data
• Read/Write access to all permissions associated with Interfaces: Web Service - Resident Data
• Read/Write access to all permissions associated with Interfaces: Web Service - Service Request
• Read/Write access to all permissions associated with Interfaces: Web Service - ILS & Guest Card
• Read/Write access to all permissions associated with Interfaces: Web Service - Billing & Payments
• Read access to the Property-Interface_Configuration permission

This follows the same process used to grant permissions for the Service Request interface during initial integration setup.

Step 6: Enable the Feature in HappyCo

Contact your CXM or support@happy.co to request that Resident Chargebacks is enabled for your business.