Apply Group Security To Property Attributes
Property attributes are an excellent way to track different characteristics about a property. On occasion, you may want to store characteristics that you don’t want all users to see. Yardi provides a why to control who can see the attributes. You’ll need to work with your Yardi Administrator to apply attribute security. It’s a group […]
PayScan – Add and Remove Employees on Multiple Properties
Remember when we had to go into each individual property and either add or remove employees? It was tedious, especially if the employee was on multiple properties, like a regional manager. Yardi now has a way to update the properties and associated employees in mass. On the P2P Administration menu set, there is a menu […]
Do you want to prevent users from posting their own batches?
Good news! Yardi has a permission for that. Using this permission will not only help tighten up your internal controls, it will also put you in good graces with your auditors. When your users create a batch, the post button will be disabled. This is a group permission, so your Yardi Administrator will have to […]
Do you have vendors with multiple locations that results in multiple vendor records?
Using Yardi’s Remittance Vendor you have a single vendor record with multiple locations. An example of this would be Home Depot. In Voyager, you can have a single Home Depot vendor but have multiple locations under the single vendor record. After your Yardi Administrator enables Remittance Vendors, you’ll see a new tab on the Vendor […]
Rebuild Property Lists Functionality
With time property lists can become out of sync. A procedure that can make sure data is pulling the correct property attributes is available. Using your Voyager System Administration side menu, Go to Toolbox-> Rebuild Dynamic Property Lists. Select property you would like to rebuild, click rebuild, process is then complete.
Task Runner
Task runner is a useful function for running processes such as late fees, applying credits and prepays. By using this functionality, you will avoid time-consuming procedures. Please run this function outside of regular business hours to avoid performance issues.
Rebuild Totals Log
When any transaction is erased/deleted a rebuild will be prompted. You can monitor if your staff is running rebuilds frequently or daily. To make sure your totals tie you can rebuild your totals by going into your Administration role-> Toolbox-> Rebuild Totals log.
Residential Correspondence
Does your company spend countless hours with manual processes? By utilizing Residential Correspondence you can customize your resident statements, late rent letters, lease renewal letters, etc. These letters are available in both PDF and Excel formats.
Tax Credit Monthly Procedures
Make sure that you do not miss a step when completing month end tasks. By using the Monthly Procedures Quick Menu will list to do tasks in order. Items include notifications of upcoming residential dates, posting of rents, receipts and reporting reviews.
Never Miss a Critical Event Again – Daily Activity Report
Property managers can review their daily tasks, move-ins, move outs, recertifications due, and pending deposit accounting. Accessing this report on a daily basis will assist in completing time sensitive activities.
