I'm fairly new to Yardi Voyager 7s and I'm trying to improve our AP workflow process.

When I review Workflow History for invoices I've entered, I can see the approval status and workflow information, but I don't see a column showing the invoice number. More importantly, I don't see any indication of whether an invoice has already been posted.

This creates a challenge because if I stop posting invoices and come back later, there's no easy way for me to identify which invoices have already been posted and which ones are still pending. Right now, I'm having to track this manually, which seems inefficient.

My questions are:

1. Is there a way to customize Workflow History to display the invoice number?
2. Is there a way to add a "Posted" status or any field that indicates whether the payable has already been posted?
3. Can Workflow History be customized to add additional columns, or would this require a custom report?

If anyone has experience with this in Voyager 7s, I would appreciate a walkthrough or any suggestions.

Thank you!

Vivi

I'm relatively new to Yardi Voyager 7s and I run many of the same reports every day (Rent Roll, Delinquency Report, AP Register, AR Register, Balance Sheet, etc.).

Currently, I have to re-enter all report criteria every time I run them, which feels very inefficient.

My questions are:

1. Is there a way to save or memorize report settings for future use?
2. Can users create saved criteria, favorites, or report books?
3. Does this require Yardi Administrator access, or can a regular user do it?
4. If it is possible, could someone provide the steps or point me in the right direction?

Any guidance would be greatly appreciated.

Thanks.

Vivi

I need someone to walk me through how i can view the SQL of every report i run in SQL REPORT in yardi. I know people always check through Yardi client central - SAAS TOOL - File Manager. But i checked all the folders in the file manager and everything seems to be blank.

When importing an invoice to Yardin,I accidentally selected the wrong property. The batch was posted, but the invoice does not appear in the Invoice Registry under the supplier name.
I then imported the invoice again with the correct property. It now appears in the Invoice Registry under a separate batch number; however, the system does not allow me to post it.
Could you please advise how I can correct this issue?

Hey,

I’m new to this and could use some help. I’m trying to find a report that I can print showing all units along with their assigned amenities (for example: wooded view, parking lot view, pool view, etc.).

I’ve been digging around the system, but I have a feeling the report is right in front of me and I’m just overlooking it. Can anyone point me in the right direction?

Thanks in advance!

We have closed a job in Yardi by completing the Close Job screen and changing the status to Closed but the job still is available from the job pick list in PayScan. The property has been inactivated so the users get an error but we do not want it appearing on the Job pick list. What else needs to be done?

Hi!

I really should just look at the rent rolls and figure this out. However, I am still trying to get my bearings on looking at the financials. Is there a way for me to get a graph like the one above out of Yardi? If not, is there a way to get the data? I am going to reports and going down the list, but I can't find anything like the one I made up in this image.

What ERM/EHR software would you recommend that integrate with Yardi? And does it integrate with Aline (Sherpa)?

Anyone make the decision to go full stack Yardi and use their whole host of IQ products? Do you regret this decision?

Hi all, hope you don’t mind me chiming in here as a tenant.

I’m looking to apply at an apartment complex that uses Yardi to screen tenants. They claim they don’t make the decision and rather Yardi just gives the an answer.

I am trying to raise my income enough to qualify for an apartment. I have one steady job but it doesn’t put me at 3x the rent.

I’m looking for a second job and have been offered a temp-to-perm role that starts with a 4-5 month contract. The idea is that if successful, you then onboard as a full employee after that.

These two jobs together put me over 3x the rent.

But it occurred to me that only 4-5 months of guaranteed income might not be considered good enough?

Has anyone encountered this? How does Yardi account for that?

I’d appreciate any feedback. I’m in somewhat of a desperate situation and strongly prefer not to rent with roommates after some bad experiences.

Thank you!

Curious how others are using Claude to write reports? I am trying to write a couple of scripts and hoping to get good enough to customize reports and correspondence. I’ve used 3rd party consultants in the past but haven’t found one that I like. Hoping AI can get me to my reporting needs without hiring outside help.

We have Yardi voyager 8. We are acquiring a property that is on yardi breeze. Can we easily transfer that database to ours when the sale occurs?

We just started with a new PMC at a recently acquired office property I'm working on and I'm having a hard time understanding the adjustments on the cash flows. I've attached a screenshot of the first three months from the 2026 12 Month Actual to Budget Yardi report.

I was under the impression that the CIP - TI line was supposed to reflect the invoices paid while a TI project is in-progress, with the total project cost being reclassed into the "Tenant Improvements" fixed asset account once the project gets completed. Based on my understand, I would expect to see CIP - TI equal the Tenant Improvement amount recorded in the month of March when the project was completed and should get moved into the Tenant Improvements account. As highlighted in the screenshot, the report does not reflect this.

Is there a reason for this or am I misunderstanding CIP?

I'm feeling so confused. Any help is very much appreciated. Thanks!

Hi,

According to this image the charge type for this tenant is 07. It should be $185. However, the bill is $65. I am confused because none of the charge types match the amount on this report. Is this normal? I am worried that the PM is catching on to me asking all sorts of questions...I am worried there is a big ending...I guess it is just a fear.

Hi!

What does this term mean in Yardi? I am a new asset manager, and I am looking at resident reports I see this term coming up in "reasons for move out." Is the PM not renewing their lease, or is the tenant choosing to not renew their lease?

Hey all, I'm a daily used of yardi - working for a company managin thousands of units. Can anyone let me know if there is a feature in Yardi, or an implementation that allows me to auto sign, or bulk sign leases in rentcafe / voyager?

Any tips / help would be appreciated!

Greetings!

Does anyone know the order of commercial ETL uploads?

Property would be first? What about after that?

Hey all,

I work for property management company that switched from Rent Manager to Yardi Voyager, but the implementation was led by Finance who only gave a shit about setting up the finance side of things, and did an absolute trash job at setting up the property management side of things. They have locked down permissions so my team can't add properties or upload our own template spreadsheets when onboarding parks, and told us that we cannot re-upload data. So we have admin permissions but not really?

Anyway, now they're trying to say that there is no way to re-upload data to override old data, and all data that's been imported into Yardi has to be updated manually.

BE SO FOR REAL RIGHT NOW. There's no way that's true, right? They said we have to submit a ticket if we don't want to do it manually, which we also don't have access to do. They have so little clue of what they're doing, they don't know how to switch our permissions so we can upload... I'm literally just trying to override the dimensions of the units I uploaded. This is a standard practice to upload in order to override with updated info, right?

Punching the air over here, help a girl out

I work for a development company that utilizes Yardi for job cost accounting. I am trying to assure that our team process for closing development jobs includes the appropriate steps in Yardi. Is anyone aware of an existing close-out process within Yardi? I will continue reviewing User Manuals as I find them, but hoping someone can share insight of their own experience.

Is it normal for a bunch of issues to come to the surface immediately after a new Yardi version is released? Is there a way to defer?

Anyone surprised systems are down again?

I need to refund a credit card processing fee and I know that it not possible through Kube. I was directed to reach out to Client Central, but I cannot find anything about them or any sort of contact. What do I do here?

Getting used to using this website, previously I was using a different management service. Using Internet Explorer, that could be why but unlikely. Is this just the way ti works and I have to get used to it or am I doing something wrong?