Yardi Quick Tips

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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.

Yardi One

Did you know that you can have a user bypass the Yardi One Dashboard? If a user has access to only Voyager they can reduce