This ensures that functions are run with the same standardized parameters across your entire profile, reducing the likelihood of manual errors. This enables you to test-run “what if” scenarios across an array of variables and make more considered and intelligent financial decisions as a result. In today’s post, we will take a close look at how Yardi Advanced Budgeting and Forecasting can help you with your financial planning for 2023 and beyond. This Yardi module can help you automate many of your processes and access up-to-the-minute data on the financial status of your properties and operations. YASC Global, our digital event, brings the power of the conference to your fingertips. Log-on to learn more about the latest software and services, ask questions in our product lounges and connect with other Yardi users.
Consistency
- As a bonus, you can take full advantage of our extensive video training library on Client Central.
- While Yardi Voyager is a powerful tool, users may encounter challenges such as navigating its complex interface or leveraging its full suite of features.
- There are dozens of webinar sessions scheduled on Client Central, and new webinars are added frequently.
Add memos or notes about the resident by clicking on “Memo.” Choose the correct type of memo and provide a description. Credit check, approve and execute the lease for the applicant under the “Application Status” button. Once philosophy of language and accounting approved and executed, this person has now gone from being a guest to a future resident. Double check the guest information to ensure that the correct source was provided as well as phone number, address and e-mail. Current Yardi clients are invited to browse class offerings and course descriptions (including prerequisites) on Client Central. Enter a notice by going to the resident screen and clicking “Notice.” Provide the termination type, date the notice was given, move-out date and the reason for moving.
Creating Formulas and Forecasting Models
You can then use the Roll Up function to view the individual property budgets that make up your overall budget. The AB&F permits multiple users to work on different parts of the budget at the same time. To do this, enable the Check In/Check Out functionality and use Account Trees to check out either the revenue or expense general ledger accounts. If multiple stakeholders have input into the budget and forecasts, it becomes easier to collaborate. You can also use the Workflow system to see the status and progress of every user’s work as you go through the budgeting process. Then you edit your rent roll and layer in general or specific leasing assumptions.
Keep Up With the Latest in Real Estate Tech
You can then review materials on demand and get help from the experts. Yardi Voyager is an indispensable tool for modern property management, offering the capabilities to streamline operations, enhance financial analytics, and improve overall efficiency. Yardi users may have noticed a nice surprise when logging into Yardi Client Central recently.
Watch Training Videos on Client Central
Install Yardi Voyager software onto Internet Explorer and add as a “Favorite” on your toolbar. Approve all renewals, update any incorrect street rents, and assess the late fees (depending on what day the rent is late at your property). Search for any previous guest records that have been input by clicking on “Person Search” and typing in a field about that person, such as first or last name. The hot sheet focuses on the vacancies the community has and what specials are offered for leasing those apartments.
Those courses teach more complex topics that often require multiple days of classroom sessions. Generate traffic and traffic detail reports under “Reports”, then “Traffic” and choose which traffic report to view and input the necessary dates, agents and units. Generate leasing activity reports by clicking on the “Reports” tab, click under “Property” and choose which report you need to generate. Enter a new guest by clicking on the “Quick Guest” or “Add Guest” tab. Provide all the information known about the guest including preferences, occupants, the unit they select, rental options, completed application form and status of the application. Learn the key functions on the Yardi toolbar by clicking on each one to see what information it contains or can be input into it.
Learn Yardi via online training, tailored training manuals, user conferences and user forums. Yardi offers robust, configurable software to meet the needs of nearly 20 verticals. From students to seniors and parks to ports, property management runs on Yardi! But what do you do when you want to get more out of your user experience? Webinars listed on Client Central can be filtered by specific property management topics.
The Yardi YouTube channel is a quick, fun way to gain valuable insights into Yardi solutions. The Moments of Genius series, for example, offers excellent tips on our RentCafe marketing and leasing software. You can also explore how your industry peers solve everyday problems using Yardi solutions—all in time-friendly videos. Client Central provides the latest product updates, documentation, release notes and technical tips.
