Yardi Kube overview

Summary view of the Yardi Kube connection flow and available support

You can share your financial data from this integration using the Intelligent upload method. To do so, click the data sharing link you received via email to open the connection flow.

Next, select your accounting software from the list. Then, follow the on-screen instructions to run, download, and share reports. We summarized these steps below.

Upload your bills

Supported file formats: XLS, XLSX, CSV

1. In Kube, open Invoice Register (Billing → Payables → Invoice Register).
2. Set Invoice Date From to one year ago and Invoice Date To to today.
3. Click Display to generate the results.
4. Use the Export dropdown or Excel icon to download.
5. Save the file to your computer.
6. Upload the file using the link provided to you.

Upload your suppliers

Supported file formats: XLS, XLSX, CSV

1. In Kube, go to Manage → Vendors.
2. Leave Status set to Active then click Display/List.
3. Click the Export button and choose Excel.
4. Save the spreadsheet to your computer.
5. Upload the file using the link provided to you.

Upload your payments

Supported file formats: XLS, XLSX, CSV

1. In Kube, navigate to Reporting → Financial → Check Register.
2. Set Check Date From to one year ago and Check Date To to today.
3. Click Display to run the report.
4. Choose Export → Excel.
5. Save the spreadsheet to your computer.
6. Upload the file using the link provided to you.

Upload your expenses

Supported file formats: XLS, XLSX, CSV

1. In Kube, open Reporting → Financial → General Ledger Detail.
2. Filter the view by setting Transaction Date From to one year ago.
3. Click Run/Display to refresh the results.
4. Use the Export option and select Excel.
5. Save the spreadsheet to your computer.
6. Upload the file using the link provided to you.