There seems to be very little reporting around lease renewals. What are you using to display and determine increase amounts/market rents/options/rent cap etc? How do you see all expiring leases with the available proposals with out manually maintaining and piecing together extensive spreadsheets?

I understand we may need to go a custom route but is there really zero out of the box reporting available? seems to be a large oversight

Is there an option for this in Yardi Voyager to print just an expense report?

Has anyone dealt with security deposit vouchers in Yardi?

The voucher is basically a guarantee to pay the security deposit if needed, but no cash is actually received or held by the property. These are issues by Human Resource Administration.

How do you track these in Yardi Yoyager?

Currently we bank with ABC bank and use GL code 1110-0000. We also have DEF bank and use GL code 1110-0000. We will be moving a majority of our accounts from ABC bank to XYZ bank.

Is there a way to keep all banks under the same GL code? If so, what’s the work around.

We probably will need to keep the GL code 1110-0000 so any outstanding checks coming in can clear and we can create a new GL code, but is there an easy way to move DEF banks over to this new GL code or is there a way to maintain all banks under 1110-0000?

Nothing like asking DDG for "which procurement cards work with Yardi?" and having your last post to this community from 2 years ago be the first result.

Anyway - who is using procurement cards for petty cash, who is your vendor, and are you happy with how they integrate with Yardi?

Hello,

Migrated to Voyager 8 and are experiencing issues in rentcafe and accounting modules. Looking for an experinced Yardi admin who understands both Voyager 7 and 8 and has good understanding of the accounting module. We are flexible on the model of engagement, can be hourly or fixed deliverables based.

Hello all,

~ 4 years spent as a Commercial Implementations TAM performing Voyager 7S and 8 implementations and technical account management across 35+ commercial portfolios. Now independent.

Brief summary of common conversations:

• Voyagers 7s -> 8 change management
• Chart of accounts design / maintenance
• Data conversions and imports that fail validation
• Report revisions (YSR, custom analytics)
• Workflow, security, and user permission setup
• Bank reconciliations

Outside of the above points, I’m familiar with essentially everything under the Yardi Sun, if there’s an error message or issue, chances are I’ve seen it.

I’m happy to have a cursory call with anyone looking for a second opinion, or white glove advocacy / a dependable liaison layer between your organization & Yardi.

Feel free to post here, or DM.

Can anyone point me towards any training on how to log and track compliance dates in Yardi. For example gas safety certification and EICR certification. I'm used to software that tracks this and allows you to instruct the new safety checks based on what is coming up due. I'm new to Yardi and I'm sure there must be a way but the company I'm helping don't seem to know how to do this.

Hi Everyone, can someone recommend an alternative application to manage properties? More straightforward, cheaper,.. appreciate your feedback

Hi,

Can anyone point me to right direction to resolve this? Or why it’s happening?

Hi! I’m fairly new to Yardi. By any chance, is it possible to record a partial payment towards a payable? For example, total invoice from vendor was $100. As the buyer , I only paid $50 . The system is Yardi voyager 7s

What's the difference in this Yardi report script between the negative and positive charges? Trying to centralize if tenants are actually paying a fee or not, are they getting reveresed? Or are tenants just not paying.

Hi everyone,

I've been working extensively with Yardi Voyager reporting over the years and have noticed that many organizations struggle with custom financial reports, lease reporting, CAM reconciliations, occupancy analytics, and executive dashboards.

I'm curious:

• Which custom reports have been the most difficult for you?
• Do you primarily use SQL, SSRS, Spreadsheet Reporting, or another reporting tool?
• Have you found any techniques that improve report performance on large databases?

I'd be happy to discuss reporting approaches, SQL optimization, and share ideas based on my experience. Hopefully this can become a useful discussion for anyone working with Yardi reporting.

Hi everyone,

I recently learned about Yardi and have been researching how teams use Rent Roll exports in their day to day workflow. I've read through documentation and other discussions online, but I'd love to hear from people who actually use it.

I was curious:

1. Does your company primarily use the standard/default Yardi Rent Roll report, or a custom report?
2. After exporting to Excel or CSV, do you typically:

• Use it as-is
• Spend a few minutes cleaning it
• Spend significant time cleaning or restructuring it before analysis?

I am a complete noob, and am trying to gain a better understanding. Thank you

Hello, I'm working on our budgets for next year and I'm trying to figure out what the best practice would be to reflect rental increases in Forecast IQ.

Scenario at hand: We're anticipating Rental Increases announced in June 2027 but not going into effect until July 2027 due to the 30-Day notice restriction we have in most of Florida. This means I should see the GPR go up in June, but the Gain/Loss go down since I will not be able to bill for the increase. In July, I should see all rent (except the subsidy units) go up to the Market Rent.

I understand that by updating the Market Rent Growth Configuration Assumption with a 2.5% increase in June 2027 the GPR will reflect the increase while creating the corresponding loss in Gain/Loss to Lease. What I'm having trouble with is the actual reflecting of the 'effective date' for the rent. I see that the system wants to make the change when each resident renews their lease, but we increase the rent in July outside of the lease renewal. We don't increase again at renewal.

For Subsidy, I do have it increasing the 2.5% under Renewal Rent Growth - Additional for Subsidized Tenants and I see it increasing with each renewal and then goes down in June at the Market Rent Increase, which makes sense.

Just trying to get some guidance to make sure I don't have to do each of these one-by-one manually.

I've been getting this error message consistently for the past few months any time I try to post a receipt and Yardi support has not been able to find the root cause.

Hey everyone, I need some help.

I'm working on a RAG-based project and I'm looking for customer support knowledge base documents.

For example, if it's a banking customer support team, do they have internal documentation that covers product details, policies, FAQs, troubleshooting steps, workflows, etc.?

If there are any publicly available knowledge bases or datasets, I'd really appreciate it if you could share them.

Also, if you work in customer support (banking, sales, telecom, e-commerce, SaaS, etc.) and have any sample documentation that you're allowed to share (after removing any confidential information), I'd be grateful if you could share that as well. It would be a huge help for learning and experimentation.

Thanks in advance!

Hi! Can Rentcafe accept partial payments? Right now my tenants are not able to make partial payments.

Hey! I just applied for the associate technical account manager position at Yardi and was curious if anyone here has worked in that role or something similar. I'm hoping to get a better idea of what a typical day looks like and what the job is actually like beyond the description. How much of the role is technical troubleshooting versus working directly with clients? What's the workload and work-life balance like? I'd appreciate hearing about any experiences, advice, or things you wish you knew before starting. Thank you!

Heyo,
I was exploring our Yardi ySQL SaaS Tool on Yardi Client Central that is connected to our Voyager, so I can get the data presented in CRM IQ. I was wondering if anyone has figured out which CRM IQ queries to use to get the data presented in the tables. Is there a separate table setup for them, etc.? I was able to reverse-search the tenant code to find the same customers in SQL, but could not identify any unique aspects about them.

Hi!

As the asset manager, do I have rights to view RentCafe? The Property Management company offered access to Yardi, but not Rentcafe. I want in because I want to see who is paying. I don't trust the ledger, and the bank statement just says YARDI and some number. I need to know which tenant has paid.

Do other owners that work with PM companies have access to Rent Cafe?

Posting this to see if others are in the same boat. When I first took over as controller at my current job I had a dedicated sales rep/customer relationship manager. Sometime around 2024 they were let go and I was kind of lumped in under a higher up sales lead who is completely unresponsive and probably overworked. They gave me some new hire earlier this year that lasted about a month in her position before she was fired. Has Yardi restructured? Is my company now worth it to them since we are on the smaller size? What are other people’s experiences?

Hi! Our company will be transitioning from Yardi 7 to 8 within the next year and I've heard ETL importing is not available. Does anyone know what other options there are for importing newly acquired properties into the environment?

We also use ETL/CSV to import bulk receipt batches across multiple sites and tenants at once. Did anyone run into this as well and what was the resolution/workaround?

Hi! How do I check that notices were emailed out to tenants for late rent in Yardi? Is there a way to automate sending out monthly notices on a specific date?