Client Training

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Yardi hosts training webinars, exclusively for our clients. As we continue to adapt to the challenges of social distancing and remote work, we want to help you make the most of our products and services.

Connect with Yardi product experts, learn about new functionalities, and have your questions answered.


July

Best practice processes – logging transactions

Leverage a complete accounting system that is configurable to your unique organisational policies and procedures. Streamline the month-end closing and enhance efficiency of closing the books.

In this webinar, we’ll share with you the best practices and some tips and tricks when you’re doing month end closing. Learn how to make sure all accounting info in your system is up to date before you close the month. We’ll discuss the system-level flags that support month-end processing and go over the steps for closing a month or fiscal year and the correct sequence for completing them.

Wednesday, Jul 8, 2020 at 11:30 AM (AEST)

Payscan

PayScan helps you to gain portfolio-wide spend visibility – reduce costs and risk with online approvals and manual effort associated with scanning and keying paper invoices. Join this webinar to learn how you can review purchase orders, payables, and contracts on your mobile dashboard and route them through approval workflows.

Let our Yardi experts demonstrate how you can manage Accounts Payable (AP) approvals on your mobile device and accelerate processing time with an efficient centralised system. We will go through PayScan functions on how to deliver configurable online approval workflows, and check timely vendor payment method.

Wednesday, Jul 22, 2020 at 11:30 AM (AEST)

August

Recovery Reconciliation

Learn how your team can leverage time-saving accounting tools, eliminating manual reporting and streamlining internal auditing processes. In this webinar, we’ll help cover a detailed review of the annual Recovery Reconciliation process and creation of “wash-up” adjustments . 

Our team will cover in this webinar – Recovery configuration, pre reconciliation reporting, recovery audit accounting adjustments,  manual recovery cap adjustments if needed, recovery reconciliation calculation review, adjustment creation and tenant correspondence.

Wednesday, August 5, 2020 at 11:30 AM (AEST)