Yardi Quick Tips

Want to receive our weekly Yardi Quick Tips by Email?  Complete the form below.

Invoice Register – Use the Validate button Posted

In the invoice approval workflows, many issues arise simply because the validate button was not clicked during the data entry process. By clicking on Valid errors with the invoice register will surface at the data entry point. Too many workflows get to the final stage and cannot be posted due to IR errors. When the IR reaches this point in the process, the workflow needs to be restarted at the data entry step, corrections made, then go through the workflow steps again. There is a way to avoid the scenario. On the workflow setup screen, there is a checkbox called Validation Required. We recommend using this setting on all your data entry workflow steps.

Payment Processing

How can you ensure that you receive notifications of recurring payments, failed payments, etc. By using the Payment Processing Admin role: Setup-> Email Notifications Setup.

Payment Processing

Can tenants set up recurring payments? What types of charges can they pay? Your company can customize how tenants make payments and how those payments

Rent Café Affordable Housing

Any verification or custom letters need to exist in Voyager prior to being utilized in Rent Café Affordable Housing. You can verify letters are in