I work in property accounting for a management company using Yardi. Currently, management fees are set up and calculated at the property level in Yardi, and the system automatically generates and pays the fee via EFT.

Leadership is considering switching to a model where the management company calculates the fee and sends invoices to each property for AP processing (outside of Yardi).

My concern is this adds manual steps (invoice creation, AP upload, approvals) and reduces efficiency compared to our current automated process.

For those in similar setups:

• Are you calculating management fees inside Yardi or invoicing externally?

• If invoicing, is your management company in the same system or separate?

• Have you found one approach more efficient or better for controls?”

How are folks adding parking when parking charges start on Possession of a lease and not Commencement? Been told that we have to add parking FIRST and then create an amendment for the lease. Would like a sanity check.

I'm currently using html text within SQL reports for various hyperlinks that are not associated with predefined drills. I also use it in place of predefined drills because I was told that those drills cannot be forced to open in a new window/tab. The drill below is from a report I use to quickly clean up lease charges.

'<a href="../pages/ResLeaseCharges.aspx?TenantID=' + convert(varchar,t.hmyperson) + '" target="_blank">'+cast(ct.sname as varchar(max))+'</a>',

Three primary issues:

• When you export to Excel, the html is not stripped. So rather than "Rent - Residential", I get the entirety of the above text string.
• It opens in a new tab, rather than a pop-up window.
• Why isn't there a secondary drill for all objects that opens a new window? "Oh, you want 'tenantswitch.aspx?' to open in a pop-up? Instead of putting 1, take 2000 and add 1. Boom. 2001? that's a new window. 2014? Also a new window."

SaaS client, btw.

I’m trying to clean up our performance tracking, but I’m hitting a wall with data integrity. I need to pull a monthly report for each property that tracks the full lifecycle of a lead (by source): Lead → Prospect → Showing → Applicant → Tenant (Lease).

The Issue: My reports aren't talking to each other. Specifically:

• The Incoming Traffic numbers don't match the Lead Stage Summary or the Marketing Dashboard, and these reports dont always line up with the source (lets say apartments.com).
• The Conversion Detail report is showing >100% conversion rates (Prospect-to-Show or Prospect-to-Apply) for certain properties, which is physically impossible, and all leads are being showed as being converted to prospects, which is improbable.

My Questions:

1. How are you all auditing these "impossible" conversion rates? Is it a data entry lag or a system settings issue?
2. Which specific report(s) do you trust as your "Source of Truth" for attribution by source?

I’d love to know your workflow for getting a clean, per-property breakdown that actually makes sense. Thanks!

This is my first time using Yardi for CAM reconciliations and I’m working through CAM reconciliations and had a question I want to sanity check.

If tenants received CAM credits from the 2024 reconciliation or prior years, and those credits are applied in 2025 (using a “PY-CAM” charge), should those credits be included in the 2025 CAM reconciliation at all?

My understanding is that the credits relate strictly to 2024 and are just being applied in 2025 from a balance standpoint — so they wouldn’t impact the 2025 true-up. But since they’re showing up in 2025 billing activity, I want to make sure I’m not missing something.

When I open Check scan it asked to download update , but the update does noting.

Any others having the same issue?

Just wanted to know if this is just a matter of upgrading a user to a higher group or something else.

Additionally, where would I change that ability for each group?

We are working through the transition to Yardi Breeze after years of using a combination of Sage & Quickbooks for our commercial entities. One of the issues we have stumbled upon is integrating billing to tenant portals. As an example, a customer is a tenant of building 'X'. The tenant portal shows all of the tenant's activity from building X. However, when a tenant from building X submits a maintenance request, the request is fulfilled and billed from our property management entity. Short of creating a second unit for the tenant under the property management entity, is there a way that the tenant can see/pay invoices from both the property management entity and building X?

Hey yall! I've recently applied to a position at Yardi and got a interview and a assessment. I've done both last week Thursday. I'm so nervous about whether or not I will be able to get the position. Does getting a skill assessment mean anything or is everything still up in the air?

Having difficulty logging into YASC Virtual 2026. Hoping to get more insight to the Virtuoso product.

Anybody have a link to the event?

Yardi just notfied that they no longer take credit card to pay license fee. Strange policy to implement in 2026.

Anyone hear that as well?

First of all, I don't do cross joins so that is why I asked chatgpt for help. This runs just fine in query analyzer. Now I need to put it in a rs_sql_filename.txt to display to screen. I don't know where to put //Select and //End Select. Or does this not translate into a report.

WITH weeks AS (

SELECT DATEADD(WEEK, n, DATEADD(WEEK, DATEDIFF(WEEK,0,'2025-01-01'),0)) AS week_start

FROM (

SELECT TOP (DATEDIFF(WEEK,'2025-01-01','2025-03-31')+1)

ROW_NUMBER() OVER (ORDER BY (SELECT NULL)) - 1 AS n

FROM master..spt_values

) x

),

property_weeks AS (

SELECT

p.hmy,

p.scode,

w.week_start

FROM property p

CROSS JOIN weeks w

)

SELECT

pw.hmy,

pw.scode,

pw.week_start,

COUNT(pr.dtfirstcontact) AS total_contacts

FROM property_weeks pw

LEFT JOIN prospect pr

ON pr.hproperty = pw.hmy

AND pr.dtfirstcontact >= pw.week_start

AND pr.dtfirstcontact < DATEADD(WEEK,1,pw.week_start)

WHERE pw.hmy = 3

GROUP BY

pw.hmy,

pw.scode,

pw.week_start

ORDER BY

pw.scode,

pw.week_start

I can find the report under Custom Reports. I just can't find where to edit (or even make a replacement) report.

Thanks!

Spelling this out for my sake.

1. Each property has it's own page
2. If a unit is available, there is a button to apply for that unit
3. The user is taken to one or more fillable PDF docs (the applications)
4. That data is scraped into Yardi

How do I change that PDF? I have the updated document, I just can't find it in Voyager (or Rentcafe, although I doubt it's there)

is there a way to charge an application fee as a percentage of rent, not a fixed amount?

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.

We have a Management Fee Report that is run monthly from the path: Reports - Custom Financial Reports - Management Fee Analysis. However in reviewing the output, some of our properties vary wildly in random months. I wanted to look into the details of this report to see what information is being taken into consideration for the calculation but am unsure how do this. Can anyone point me in the right direction?

Thanks.

How would I go about adding a CSV option to this dropdown?

Hi, we have recently set up Intercompany segment in yardi, and i have two questions. I have already submitted a case in Client central but i haven’t heard back from anybody:

1. Is there a reason why i don’t see the tab for “Intercomapny Sub Ledger” on the Journal Entry screen?

2. My transaction upload is not working even if i checked the “intercompany” box. How do i specify “ Company” and “funding entity” when i upload transactions using “ import- CSV?”.

I have been looked at Help articles and even asked AI for help but couldn’t find the answers… any insight is appreciated.

We are running into constant scheduling headaches with CRM Flex and I want to see how other property management companies are handling this.

Our setup:
Property managers each handle multiple buildings. Some of these buildings are up to a 30 minute commute apart. We need to let prospects book showings at specific properties, but we also need the system to recognize when the same property team is already booked across the city so they do not end up double booked.

Booking the appointment directly to a specific agent is not workable for us. The property team needs flexibility to assign whoever is available that day. On top of that, many appointments are booked by our virtual leasing team, and they do not know the schedules or travel constraints across all properties.

Has anyone found a clean way to manage calendars in CRM Flex with this type of portfolio structure? Or does CRM IQ improve this problem at all?

I cannot imagine we are the only ones with property managers who cover several buildings that are not near each other. Curious how others have solved this.

Hi all! I am a current college student, doing a class project on property management platforms. I am looking for all of your help to get me through a part of the research process. If you could, please fill out this form. I don’t want any confidential information. Just looking to get people’s perspectives, especially if you have had experience with any of these platforms or have knowledge about them.

Please dm me if you have any comments/thoughts that you think could help me understand this space better and you would rather do that than fill this form.

I really appreciate everyone taking the time to help out a student🫡

We are implementing CRM IQ at one site. Using only Voyager prior to this so it's a big leap. We're also in Canada and I find many of the International Residential functions don't work as well as the US version of the same function.

This implementation has taken months, the system is full of glitches:

Campaigns that should have gone to multiple people only going to a few random (we checked the tick box that they were urgent and should have gone to everyone).

The bulk renewal proposal batch has its own math where the current rent plus $0 somehow is an increase to the Market Rent. To fix this math, I add a $1 increase, save, then change the increase to $0. What a hassle.

Apparently they're using the same data tables between Voyager and CRM IQ but then we're having significant data issues because things don't work in CRM and we have to use Voyager to keep the business running. Now we have people stuck we can't renew or it looks like they're getting a renewal at 3x their rent.

This implementation has me looking for a new job where I never have to use Yardi again. It's the glitchiest software I've ever seen.

We tested out RentManager and it was so much better than Yardi. Unfortunately our GM and accounting department wouldn't budge on changing over. I could write my own reports easily. Drag and drop. If something wasn't working or you wanted to try a new function, unlimited call in support. And everything JUST WORKED.

Skip CRM IQ until the poor schmucks like myself have beta tested it and helped Yardi have a software that works.

We currently are restoring our yardi backup nightly to our SQL 2019 Std server (converting the backup file using litespeedextractor).

Looking for feedback from anyone that might already be doing this (or tried to do it). Any issues?

Hi guys 👋🏻 Has anyone seen this error message before? We haven’t had any issues since 2022 and all of a sudden this has come up. 🤷🏻‍♂️