Yardi users, what's one feature that you love/use?

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  • Posts: 1
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3 years 11 months ago #44686 by Celeste Fuentes
Yardi users, what's one feature that you love/use and are surprised more people don't know about?


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👍: Kara Rice
3 years 11 months ago #44686 by Celeste Fuentes
Donna Schatz Pinney
3 years 11 months ago #44687 by Donna Schatz Pinney
Replied by Donna Schatz Pinney on topic Yardi users, what's one feature that you love/use?
Prorate calculator
3 years 11 months ago #44687 by Donna Schatz Pinney
Kimberly Starnes Smith
3 years 11 months ago #44688 by Kimberly Starnes Smith
Replied by Kimberly Starnes Smith on topic Yardi users, what's one feature that you love/use?
Favorites - I have things I go to a lot saved as favorites. This is great until I am training someone and can not remember how I get to it because I am so use to just clicking on my favorites and going right to it.
3 years 11 months ago #44688 by Kimberly Starnes Smith
Dyana Ruiz Greene
3 years 11 months ago #44689 by Dyana Ruiz Greene
Replied by Dyana Ruiz Greene on topic Yardi users, what's one feature that you love/use?
I've been trying to figure out how to set up my favorites!
3 years 11 months ago #44689 by Dyana Ruiz Greene
Kimberly Starnes Smith
3 years 11 months ago #44690 by Kimberly Starnes Smith
Replied by Kimberly Starnes Smith on topic Yardi users, what's one feature that you love/use?
When you at going to the report or area you want to be at before clicking into it right click and add to favorites.
3 years 11 months ago #44690 by Kimberly Starnes Smith
Michael Shannon
3 years 11 months ago #44691 by Michael Shannon
Replied by Michael Shannon on topic Yardi users, what's one feature that you love/use?
Make ready dashboard with automatic work order scheduling. Also the "create PO from WO" feature. One report I'm surprised doesn't get more use is the Committed Costs report (pretty sure that's the name) - it shows you your budget variance but also factors in the cost of any open POs before accounting has generated the journal entries.
3 years 11 months ago #44691 by Michael Shannon
Brandy Brady Page
3 years 11 months ago #44692 by Brandy Brady Page
Replied by Brandy Brady Page on topic Yardi users, what's one feature that you love/use?
This not really an answer more of a wishlist. I wish Yardi had a report for vehicles and a way to add assets. I had both of with Onesite and they are extremely useful.
3 years 11 months ago #44692 by Brandy Brady Page
Michael Shannon
3 years 11 months ago #44693 by Michael Shannon
Replied by Michael Shannon on topic Yardi users, what's one feature that you love/use?
That may depend on the version and add ons that you have. I believe I've seen both of what you're looking for, if it's what I'm thinking. Yardi can vary greatly from company to company, even when it's the same version, based on what your company has requested.
Yardi also has custom report options that can create almost any report that you want - it's just a matter of whether your internal/external support can/will write the script.
3 years 11 months ago #44693 by Michael Shannon
Brandy Brady Page
3 years 11 months ago #44694 by Brandy Brady Page
Replied by Brandy Brady Page on topic Yardi users, what's one feature that you love/use?
I use Yardi 7s. I've looked through all my available reports however I can't a report about vehicles and I can't find how to add assets. I would contact Yardi however they do not offer free support which I find strange. Thank you for your response.
3 years 11 months ago #44694 by Brandy Brady Page
Brenda Andrews Sherrill
3 years 11 months ago #44695 by Brenda Andrews Sherrill
Replied by Brenda Andrews Sherrill on topic Yardi users, what's one feature that you love/use?
They do. I actually add permit numbers and can pull report that shows resident/vehicle/ permit. Maybe my company pays extra for this?
3 years 11 months ago #44695 by Brenda Andrews Sherrill
Staci Massi
3 years 11 months ago #44696 by Staci Massi
Replied by Staci Massi on topic Yardi users, what's one feature that you love/use?
Yes there are different things that can be purchased. I used to be able to pull that report and with my new company I can’t. So I asked around and that was the answer I got
3 years 11 months ago #44696 by Staci Massi
Tricia Wright Grimstead
3 years 11 months ago #44697 by Tricia Wright Grimstead
Replied by Tricia Wright Grimstead on topic Yardi users, what's one feature that you love/use?
If you have the maintenance module, you can add assets.
3 years 11 months ago #44697 by Tricia Wright Grimstead
Brandy Brady Page
3 years 11 months ago #44698 by Brandy Brady Page
Replied by Brandy Brady Page on topic Yardi users, what's one feature that you love/use?
I don't have permits at my property only assigned parking. Is there a report to pull from that information? Thank you.
3 years 11 months ago #44698 by Brandy Brady Page
Brenda Andrews Sherrill
3 years 11 months ago #44699 by Brenda Andrews Sherrill
Replied by Brenda Andrews Sherrill on topic Yardi users, what's one feature that you love/use?
Under each resident, you can add their assigned parking number as well. If you click resident, it’s at bottom under “other”. You would select edit and add parking under permit area. I believe the report is under resident>vehicle report. When I get home, I’ll double check and post.
3 years 11 months ago #44699 by Brenda Andrews Sherrill
Anonymous
3 years 11 months ago #44700 by Anonymous
Search functionality is epic
3 years 11 months ago #44700 by Anonymous
Michael Shannon
3 years 11 months ago #44701 by Michael Shannon
Replied by Michael Shannon on topic Yardi users, what's one feature that you love/use?
Yes! And the help manual has great walkthrough instructions
3 years 11 months ago #44701 by Michael Shannon
Shannon Clark
3 years 11 months ago #44702 by Shannon Clark
Replied by Shannon Clark on topic Yardi users, what's one feature that you love/use?
Yes and no.... it won't find a report within a report type sometimes....
And if the report is under a different role, it wont find it...
3 years 11 months ago #44702 by Shannon Clark
Autumn Courtney
3 years 11 months ago #44703 by Autumn Courtney
Replied by Autumn Courtney on topic Yardi users, what's one feature that you love/use?
Scheduled Reports! Made Monday reports so much easier to navigate!
3 years 11 months ago #44703 by Autumn Courtney
Ashley Campbell
3 years 11 months ago #44704 by Ashley Campbell
Replied by Ashley Campbell on topic Yardi users, what's one feature that you love/use?
The tickler report shows all your move in and move outs for the month. This is a great report for maintenance. I print this for the month for my maintenance supervisor and he schedules out the turns.
3 years 11 months ago #44704 by Ashley Campbell
Kristy Kendrick Myers
3 years 11 months ago #44705 by Kristy Kendrick Myers
Replied by Kristy Kendrick Myers on topic Yardi users, what's one feature that you love/use?
I love the tickler too but be careful because cancels will still appear and you have to be cognizant of that. We view this report in our weekly team meetings and helps us prepare for those quick turns.
3 years 11 months ago #44705 by Kristy Kendrick Myers
Shannon Clark
3 years 11 months ago #44706 by Shannon Clark
Replied by Shannon Clark on topic Yardi users, what's one feature that you love/use?
You cN change the parameter depending on the level of yardi your corporate office bought.
3 years 11 months ago #44706 by Shannon Clark
Shannon Clark
3 years 11 months ago #44707 by Shannon Clark
Replied by Shannon Clark on topic Yardi users, what's one feature that you love/use?
Residential Correspondence
3 years 11 months ago #44707 by Shannon Clark
Abby Kroske
3 years 11 months ago #44708 by Abby Kroske
Replied by Abby Kroske on topic Yardi users, what's one feature that you love/use?
Same, the ability to automatically attach generated documents without having to print, scan, label a document upload individually. The best.
3 years 11 months ago #44708 by Abby Kroske
Desiree Divina Romero
3 years 11 months ago #44709 by Desiree Divina Romero
Replied by Desiree Divina Romero on topic Yardi users, what's one feature that you love/use?
Reports—>residents—>residential correspondence.
3 years 11 months ago #44709 by Desiree Divina Romero
Christina Clark
3 years 11 months ago #44710 by Christina Clark
Replied by Christina Clark on topic Yardi users, what's one feature that you love/use?
Th drill down feature in reports. More specifically, reports on monthly renewals.
3 years 11 months ago #44710 by Christina Clark
Cianna Dennis
3 years 11 months ago #44711 by Cianna Dennis
Replied by Cianna Dennis on topic Yardi users, what's one feature that you love/use?
Locating payment status directly from the budget comparison under financials. Great quick reference for accruals
3 years 11 months ago #44711 by Cianna Dennis
April Allred
3 years 11 months ago #44712 by April Allred
Replied by April Allred on topic Yardi users, what's one feature that you love/use?
Random but- clicking the top of a column to organize the names/numbers etc. like if you are looking for a work order, tap the top and put it in numerical order! Lol same with notices, etc.
3 years 11 months ago #44712 by April Allred
Maddie Patrick
3 years 11 months ago #44713 by Maddie Patrick
Replied by Maddie Patrick on topic Yardi users, what's one feature that you love/use?
The search bar
3 years 11 months ago #44713 by Maddie Patrick
Diane Callaghan
3 years 11 months ago #44714 by Diane Callaghan
Replied by Diane Callaghan on topic Yardi users, what's one feature that you love/use?
I love the email feature and being able to include uploaded attachments. I love that it’s a permanent record of communication on their account.
3 years 11 months ago #44714 by Diane Callaghan
Taryn Renee
3 years 11 months ago #44715 by Taryn Renee
Replied by Taryn Renee on topic Yardi users, what's one feature that you love/use?
Saving any function you use the most under favorites!
3 years 11 months ago #44715 by Taryn Renee
Matthew Lefko
3 years 11 months ago #44716 by Matthew Lefko
Replied by Matthew Lefko on topic Yardi users, what's one feature that you love/use?
This, but creating a keyboard shortcut. I created a keyboard shortcut Ctrl+Shift+S to go to the find resident screen. I use it countless times a day. Possibly more than any other keyboard combination in any piece of software.
3 years 11 months ago #44716 by Matthew Lefko
Raven Brooke Vaughn
3 years 11 months ago #44717 by Raven Brooke Vaughn
Replied by Raven Brooke Vaughn on topic Yardi users, what's one feature that you love/use?
Drilling into financials to see exactly where the $ amount is coming from
3 years 11 months ago #44717 by Raven Brooke Vaughn
Brenda Andrews Sherrill
3 years 11 months ago #44718 by Brenda Andrews Sherrill
Replied by Brenda Andrews Sherrill on topic Yardi users, what's one feature that you love/use?
Creating a memo and then clicking box that will allow the memo to show up on the calendar.
3 years 11 months ago #44718 by Brenda Andrews Sherrill
Ashley Campbell
3 years 11 months ago #44719 by Ashley Campbell
Replied by Ashley Campbell on topic Yardi users, what's one feature that you love/use?
Is this a memo that you have created on the resident screen? How do you get it to your calendar?
3 years 11 months ago #44719 by Ashley Campbell
Brenda Andrews Sherrill
3 years 11 months ago #44720 by Brenda Andrews Sherrill
Replied by Brenda Andrews Sherrill on topic Yardi users, what's one feature that you love/use?
You just select show on calendar.


Attachments:
3 years 11 months ago #44720 by Brenda Andrews Sherrill
Tricia Wright Grimstead
3 years 11 months ago #44721 by Tricia Wright Grimstead
Replied by Tricia Wright Grimstead on topic Yardi users, what's one feature that you love/use?
Use memos for every resident conversation - can be super helpful and I’ve used the information in court before.
3 years 11 months ago #44721 by Tricia Wright Grimstead
Brenda Andrews Sherrill
3 years 11 months ago #44722 by Brenda Andrews Sherrill
Replied by Brenda Andrews Sherrill on topic Yardi users, what's one feature that you love/use?
Yes, so do we and it’s great. If you need a reminder, you can click in the box and in you calendar, you will see memo. You can then click in it and it will take you to the message.
3 years 11 months ago #44722 by Brenda Andrews Sherrill
Amanda Guyer
3 years 11 months ago #44723 by Amanda Guyer
Replied by Amanda Guyer on topic Yardi users, what's one feature that you love/use?
AP analytics - Payee ledger. Pull based on a key word, account number or vendor. Can see everything entered, payment status, etc. I am constantly using this to look up work done in a specific unit.
3 years 11 months ago #44723 by Amanda Guyer
Jo Marie Ziegler
3 years 11 months ago #44724 by Jo Marie Ziegler
Replied by Jo Marie Ziegler on topic Yardi users, what's one feature that you love/use?
Generate occupant. Often times we add roommates after the lease is executed. Generate occupant creates a related prospect record and application form to update.
I can't vouch for CRM. See my notes below. Also - try in dev first.
Add the roommate and save.
Click Data/Reports at the top of the newly added roommate screen.
Click Generate Occupants and you get the roommate screen pop up.
Generate Occupants is now Application Form to drill down to. Basically it forced an occupant to be added to the prospect table.
Now for the cons -
info does not flow back. Meaning phone numbers and emails entered on the app does not flow back into the roommate screen. You will have to enter manually. Pretty sure same with vehicle info.
I am running Voyager 70.08 CorePI v7.06 with Residential 7.16. If you are not running the same I suggest that you 1-enter/save the roommate. 2-navigate away from the new roommate screen and then go back in. Then Generate Occupant. If you didn't do this on an older version it glitched and caused a nameless roommate.
And finally, if the screen just flashes and you are back at the roommate screen when you click Generate Occupant then click F12 before clicking Generate Occupants and it will reopen the correct screen.
3 years 11 months ago #44724 by Jo Marie Ziegler
Heidi Potts
3 years 11 months ago #44725 by Heidi Potts
Replied by Heidi Potts on topic Yardi users, what's one feature that you love/use?
Under property set up you can upload contracts. I always find this something we chase down or cant locate current contracts and if you make it a habit to load there, it’s easy for anyone to retrieve.
3 years 11 months ago #44725 by Heidi Potts
Beth J Cornacchio
3 years 11 months ago #44726 by Beth J Cornacchio
Replied by Beth J Cornacchio on topic Yardi users, what's one feature that you love/use?
I would love to be able to pull a report that shows Revenue, expenses, and NOI daily for entire portfolio without having to go through financials of every property separately.
3 years 11 months ago #44726 by Beth J Cornacchio
Jaime
2 years 1 month ago #636285 by Jaime
Where is the make ready dashboard?
2 years 1 month ago #636285 by Jaime