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 Success 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: Add the Yuhu Inc. Package to Your Properties
HappyCo uses the Yuhu Inc. (yuhu2) Yardi Interface package 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.
- In your Yardi Property Interface Configuration, add the Yuhu Inc. (yuhu2) package to each property that will use Resident Chargebacks.
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.
In Yardi, open the Billing & Payments Interface Configuration for the Yuhu Inc. (yuhu2) package and apply the following settings:
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: Update the HappyCo Vendor User Security Group Permissions
In the security group that your HappyCo vendor user belongs to, grant Read/Write access to all permissions associated with:
- Interfaces: Web Service - Billing & Payments
This follows the same process used to grant permissions for the Service Request interface during initial integration setup.