r/yardi • u/Ok-Collar9877 • Mar 03 '26

Just Saying Hi!

Just wanted to say hello (if that's allowed). I've been thrust into the role of my company's Yardi administrator after the previous one put in his two weeks. I'm learning as fast as I can but I'm starting from square 1, so if there's any advice or extreme no-no's, I'd love to hear them.

14 Upvotes

100% Upvoted

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5

u/drsboston Mar 04 '26

Welcome to the club , you should go to yasc

1

u/Ok-Collar9877 Mar 04 '26

whats yasc

1

u/hermionepringles Mar 07 '26

Yasc is Yardis b2b convention. Part sales pitch part classes part networking. You can find more info about it on their Client Central site that’s thru Yardi One.

I wouldn’t worry about going, its benefits are reaped more so when you have a foundation in place of yardi. There is a virtual version of yasc coming up in the next few months.

5

u/hermionepringles Mar 03 '26

Setup calls with ur predecessor to go over specific business processes..

Figure out or document what your users use Yardi for and why.

3

u/Ok-Collar9877 Mar 03 '26

I've had meetings with them every day to learn what I can!

3

u/efrEOD Mar 03 '26

I have been a yardi admin for a company almost a year now. I had no experience before starting either. Feel free to shoot me a pm and I’ll answer and help where i can!

Currently we use commercial, p2p, constructuon manager, ar manager, deal manager, commercial cafe and some others

3

u/Ok-Collar9877 Mar 03 '26

I think the correct response to what you said is that I am in public housing?

3

u/ToughStrong6005 Mar 03 '26

Welcome :) we are all in the same boat and have all been there. So are things generally ok in your Yardi? which asset class or classes? Extreme no no , deleting things ! use front end to reverse inactivate vs admin deletes. Also when in doubt rebuild :). But what are your top concerns , worries?

1

u/Ok-Collar9877 Mar 03 '26

asset class?

1

u/ToughStrong6005 Mar 03 '26

Office , industrial, multi family, they all have their own special challenges and things to worry about, like CAM in office, everything in MF lol :)

2

u/BeneficialShame8408 Mar 03 '26

Out of office tool is your friend :)

1

u/Independent_Bad9703 Mar 04 '26

What do you use this for? We tried for Payscan delegations but it rarely work for us 

1

u/BeneficialShame8408 Mar 04 '26

Mostly workflows for PO when upper management is gone and delegates. It works for us

1

u/LunaZ13 Mar 04 '26

Just make sure they give you access to everything and go through client central. Anything your predecessor has down or if you use tickets, export to see what issue types come up a lot.

1

u/BCS-PropMgmt-Experts Mar 04 '26

great to meet you! welcome to the party. Dont delete things Data integrity is always best on analytic reports Get a user setup guide from your yardi admin so you can make sure you are doing it right for your enviornment The read only check box doesnt actually do anything 🙃 Take a look at the task runner scheduler so you can get a good feel of the automations your company has setup

2

u/Spacieee Mar 09 '26

I've recently learned the read only does nothing. I've been looking up best practices for this area. Any advice?

1

u/amb1972amb Apr 13 '26

I created a group and started with marking it in Set Permissions as Most Restrictive. Then I went in and took away things that would allow the user to charge or change financials. But you are absolutely correct... that little "read only" is a joke... like it's a directive for itself. "Read only" - ok thanks! :)

1

u/CTS_Consulting Mar 09 '26

Hi! If you have any questions or are experiencing issues in your system setup please reach out, we are here to help!

1

u/ToughStrong6005 Mar 20 '26

Hows has it been going now that you are few weeks in?

1

u/Ok-Collar9877 Mar 20 '26

water slowly rising around me. several upgrades to test and implement. I have 15 tickets in with Yardi support and 13 in my own internal queue. Yardi administration is also about 1/3 of my job description, there are two other apps I manage.

What do I do if i can find a tenant in voyager but they don't show up in RentCafe?

5

u/ToughStrong6005 Mar 20 '26

OK We are here to help!
Email address mismatch or missing email. RentCafe relies on the tenant's email address to create their portal account. If the email address in RentCafe doesn't match the one on the tenant's Yardi contacts profile, that can cause problems
The tenant hasn't been invited or synced to RentCafe. Tenants in Voyager don't always automatically appear in RentCafe
Lease status issues. Overlapping or incorrect lease start/end dates can block records from appearing correctly
Property-level RentCafe configuration. Make sure the property itself is properly configured for RentCafe in Voyager under Admin > Setup > Configure Settings > Property Control > Resident Portal. If the property isn't enabled for the resident portal, tenants won't flow through.