Cancelled Payments (Yardi Clients)

Overview

If payments are being cancelled without any associated payment rejection codes, the issue may be related to invalid or outdated Yardi credentials.

Updating and verifying the Yardi connection credentials may resolve the issue.

Purpose

Use this procedure when payments are being cancelled without a payment rejection code and a Yardi credentials issue is suspected.

Step-by-Step Instructions

1. Navigate to Yardi Connections

In Property Vista, navigate to:

Administration → Settings → Yardi Connections

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2. Update the Yardi Credentials

Review the configured Yardi credentials and update them as required.

Ensure the credentials entered are current and accurate.

3. Test the Connection

After updating the credentials, select Test Connection to verify that Property Vista can successfully connect to Yardi.

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Expected Result

The connection test should confirm whether the updated Yardi credentials are working.

If the connection test is unsuccessful, further investigation may be required before payment processing can resume.

Important Notes

  • This is a potential cause of payment cancellations without rejection codes, not a confirmed cause in every case.
  • Do not assume that updating credentials has resolved the payment issue until the connection has been tested.
  • If the connection test succeeds but payments continue to be cancelled, investigate further rather than repeatedly changing credentials.
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