his release was made available to all users on 09/13/2023.
Custom Dashboards
Instead of being limited to one dashboard with a maximum of four widgets, you can now create custom dashboards and switch between them. Each custom dashboard can include one or multiple widgets, allowing you to see the metrics that you care about the most. You can also filter the data by dates and properties, and choose to show or hide the calendar.
In addition, this update includes new dashboard widgets:
Open AR (by age)
Unposted Batches (by type)
Unpaid Charges
Open AP (by age)
My Approvals (by age)
Open Violations (By Status)
Open Maintenance Requests
Open Maintenance Requests by Priority
Vendors
You can now see the total amount that you owe a vendor directly from the Vendor screen.
Accounting Changes
You can configure line 19 on your cheque printing setup, to print a payee address with three lines.
Invoice Changes
In Breeze, an invoice is a record of an invoice from a vendor that can be routed through an approval workflow; when it is approved, it becomes a payable.
With this release, we made the following changes to invoices:
You can now use a Distribute function to distribute the amount of an invoice across multiple properties (similar to the Distribute button on a payable.)
You can now enter Credit and Adjustment invoices (similar to Credit and Adjustment payables). When you enter a Credit invoice, use a positive amount; the system will know it's a credit because of the type.
Beginning Balances
If you are new to Yardi Breeze and are entering your beginning balances, there is now a way to create journal entries for Cash accounts to the Accrual book only. On the Company Settings screen, select Use Cash Acct on any JE Book. If you do not select this option, the system requires the Cash book or Both books for journal entries to a Cash account.
Also, if you are new to Breeze or adding new properties, you can now use the import function to import the owner's scheduled charges.
You can also import payables where the Type is set to Credit.
Reporting
We added the following new reports:
The Bill Pay Detail Report: lists each individual payment. Previously, you had to run the Bill Pay by Batch Report and drill into the batch to see individual payments.
The Deposit Slip Report.
You can now filter by Property List on the following reports:
The Pending Approval Report
The Workflow History Report
Other changes to reporting:
You can now filter by the GL Book on the Transaction Register > Journal Entries Report.
On the Expense Distribution Report, you can now filter by Notes.
On the Cheque Summary Report, you can now filter by a cheque number range and filter out Adjustment Type payables.
On the 12-month Income Statement report, in the Monthly Report Packet, you can now filter by Account Trees.
When the Delinquency report is part of the Monthly Report Packet, it defaults to landscape mode.
The following Reports can now be included in the Monthly Report Packet:
The Unit Directory Report
The Expense Distribution report
Permissions
You can now restrict users from accessing the following menu items:
Accounts Payables > Manage Shortfall
Toolbox > Reset CHECKscan Batches