Yardi Quick Tips

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Yardi’s Out of Office

Purchase Order and Invoice workflow processing can be held up since the approver is on vacation. Use Yardi’s Out of Office feature. The Out Of Office feature will allow you to delegate the approval responsibilities to another Yardi user. This can be set by the individual users or system administrators. Rebuild Workflow approvals will need to be run for in-process workflows to be updated to the delegated user.

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