Yardi Voyager Cheat Sheet for Property Managers: Master Yardi Voyager Faster

Yardi Voyager continues to be a critical platform for property managers and real estate professionals. While it offers powerful capabilities, the interface and depth of functionality can often slow down new users. But that doesn’t have to be the case for you. You can review our Yardi Voyager cheat sheet to master the platform faster. 

It focuses on helping property managers and real estate professionals improve speed, accuracy, and confidence when working with Voyager.  

Whether you manage a few residential properties or a large portfolio of commercial properties, this Yardi training cheat sheet outlines practical ways to work smarter and more efficiently inside the system. 

Yardi Voyager Shortcuts for Smoother Workflows

Efficiently moving through the platform is key to saving time on Voyager. While much of the platform relies on forms and modules, a few consistent actions, like using Yardi Voyager shortcuts given below, can reduce repetitive clicking and improve productivity. 

In addition to these shortcuts, you can also use the Entity Selector at the top of the interface to switch between properties without returning to the main dashboard. The Bookmarks feature is also useful as frequently used screens can be bookmarked to avoid digging through menus every time. 

Yardi Data Entry Tips 

One of the most common tasks in Voyager is data entry. Whether it’s vendor invoices, resident charges, or journal entries, reducing manual steps is important.  

The following Yardi data entry tips can help improve accuracy and streamline your workflow. 

• Use templates to cut down on the time spent inputting recurring items. For example, recurring vendor bills and tenant charges can be set up with recurrence rules, so users don’t have to re-enter them each month.
• Use batch editing tools to update multiple records at once. This can be especially helpful when adjusting unit details, chart of accounts, or lease records across a portfolio.
• The status bar within most forms will provide immediate validation or flag issues in data entry. Paying attention to those indicators can prevent errors before submission. 

Yardi Reports Explained 

Reports are often the most valuable output from Yardi, particularly when communicating with owners, investors, or leadership teams. Knowing which reports to use and how to interpret them is just as important as running them. 

Key reports include: 

• Rent Roll: Displays lease terms, current occupants, and expected rental income. 
• Delinquency Report: Breaks down overdue balances by tenant and aging period. 
• GL Trial Balance: Used by accounting teams to reconcile financials. 
• Payables Aging: Highlights outstanding vendor payments and due dates. 

The Custom Report Writer allows teams to tailor reports for specific audiences or portfolio segments. This is especially helpful since customized owner reports can combine rent income, expenses, and unit occupancy into a single, clean summary. 

Common Challenges and How to Address Them 

“How to use Yardi Voyager” is a common search term among new Yardi users. Even experienced users encounter recurring challenges in Voyager. Recognizing these and applying practical fixes can help reduce inefficiencies. Here are some common challenges most Yardi users face and how you can address them: 

• Multiple open tabs inside Voyager can slow performance and make it difficult to track where work is being done. Closing unused internal tabs regularly helps maintain focus and system speed.
• Approvals can stall when proper workflows aren’t followed. It’s important to set up automated reminders or status tracking, especially for invoice approvals or lease renewals. Workflow transparency can reduce delays and missed deadlines.
• Misfiled documents are another issue. Files should always be attached directly to relevant records (such as leases or payables), rather than uploaded into general folders. This keeps information accessible and improves audit readiness. 

If accounting is what you’re struggling with, the tips given below in our Yardi Voyager cheat sheet can prove to be helpful. 

Yardi Accounting Quick Tips 

Accounting workflows in Voyager can become much more efficient by following consistent practices and using tools that help catch errors early. Here are some quick tips that can help improve your process: 

• Instead of manual checking during bank reconciliation, use auto-match functionality to speed up the process. By doing this, Voyager compares cleared transactions with bank activity and flags discrepancies
• Check number sequencing should be monitored. Duplicate or skipped check numbers can cause reconciliation issues. Voyager offers sequence control settings that help prevent these problems
• Before processing owner distributions, it’s good practice to verify all income and expense entries for the period. Because distributions pull from a pool of property-level balances, one incorrect charge or missing income item can affect several owners at once
• Drill-down functionality in Voyager is one of its strongest accounting features. Users can click into individual line items from any report and trace them back to source transactions without leaving the reporting screen. This reduces time spent on investigation and correction. 

Many owners expect regular visibility into performance metrics like rent collections, unit turnover, and capital expenses. Understanding the accounting side of the software helps bridge communication gaps with owners. 

Final Thoughts 

Mastering Yardi Voyager doesn’t mean that you must memorize every feature. It comes down to knowing what is most relevant to your role and applying best practices consistently. This Yardi Voyager Cheat Sheet focuses on what makes a real difference in the day-to-day operations of a real estate professional. 

Whether you’re a property manager looking to streamline tenant communications or a business owner looking to invest in Yardi, the techniques outlined here will help you master Yardi Voyager more effectively. And with new updates rolling out continuously, staying informed and adaptable will always be a valuable skill. 

Need customized Yardi training or system setup support? ND Consulting provides hands-on help for teams who want to get the most out of their Yardi investment.  

Reach out today to learn more.