You can view notifications sent to residents (or prospects) and see whether they opened the email or not.   

In this instance, we had a resident state that they had a recurring payment set up and it was not pulled.   This would be a technical issue and you might be inclined to credit the late fee.  If you dig into it, you can find out exactly what happened.


First thing to do is verify that there is an active recurring payment set up.

In Site Manager:

1. Resident Services

2. Preview Resident Services

3. Search by name or unit

4. Click on resident's name to preview their portal

5.  Click on Auto-pay Setup



There is an active recurring payment set up so it would appear that Yardi's program failed to pull the payment, but we need to dig into this more to make sure. 


In this case, we found out the resident only set up or updated the recurring payment on the 5th and his payment failed because his debit card was expired.  You can complete your own research by following the instructions below:

In Site Manager on the top menu:

  1. Reports
  2. Email & Text Messages
  3. Email Analytics
  4. Select or enter a time frame 

Your property should be selected by default

  1. Select autoresponder to see emails sent based on activity (campaigns would be campaigns you create like resident referrals or RSVPs)
  2. Select resident (you can also search for prospect or site manager, which would be the property)
  3. Enter the email address of the resident
  4. Submit
  5. A graph will come up, click on the green circle by Sent (or the big green circle) to provide detail, then scroll down