ARE YOU GETTING THE MOST OUT OF YARDI?

What's Inside

Most portfolios activate the basics and build spreadsheets for the rest. This guide shows what changes when you close that gap.

• The Module Map — Breeze vs. Voyager, core vs. overlooked. Know what you're licensed for and where the biggest efficiency gains are sitting unused.
  
  
• Chart of Accounts — The Foundation Everything Runs On — A poorly structured COA creates ripple effects across every report, reconciliation, and owner statement. Here's what to fix and when.
  
  
• Lease Management and Billing Automation — Every recurring charge should post automatically. If your team is entering rent manually each month, that's a setup problem, not a process requirement.
  
  
• Bank Reconciliation and Cash Management — If it's happening in Excel, that's a signal. Yardi's bank rec module eliminates the manual work — most teams just weren't shown how to use it.
  
  
• Owner Reporting Without Manual Assembly — Reports get exported, formatted, combined into PDFs, and emailed. Yardi can do all of this automatically. Most teams aren't using it that way.
  
  
• AP Workflow and Vendor Management — Email-based approval processes are slow, hard to audit, and prone to duplicates. Yardi has the infrastructure to replace most of this.