Client Training

Home » Client Training

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

Managing Fixed Assets

In this webinar, we’ll share the proactive approach to help you monitor your fixed assets from purchase order issuance through purchase, use and final disposition. Attend this session to find out how you can efficiently manage the fixed assets that require varying depreciation methods.

Let our Yardi experts walk you through the available setup, processing, and reporting for fixed assets – covering the asset lifecycle in Yardi Fixed Assets from acquisition and depreciation setup to disposal or transfer.

Wednesday, Jul 8, 2020 at 2 PM SGT

Security Administration

Learn how your data stays secure with Yardi. Voyager group, user, property, and account-configuration utilities are designed to manage and control user access to modules, processes, menu commands, operations, features, and screens. System administrators can customise Yardi Voyager Core and manage the security settings.

You can set access rights for your team to gain visibility on users, groups, menus, and permissions. Join this session as we showcase how Yardi Voyager security determines what users can see and do in the system.

Wednesday, Jul 22, 2020 at 2 PM SGT


August

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, Aug 12, 2020 at 2 PM SGT

Straightline

Gain financial control and easily accessible insights with on-screen reports that enable you to drill down to the detail that matters to you.

Join this webinar to learn how your financial reports reflect the true value of a lease. We’ll cover how to define accounts for the straightline balance sheet and income statement, and help you familiarise yourself with the setup, processing, and generating reports. The straightline function saves time and enhances accuracy, populating rent-free and staggered rental amortization schedules.

Wednesday, Aug 26, 2020 at 2 PM SGT


September

Currency Functions

We are here to support your business growth across continents – let our Yardi experts show you how to handle multicurrency transactions on the system.

Automate and streamline your currency processes by creating and posting transactions in a foreign currency. We’ll show you how to use analytics tools to deliver robust reporting and key indicators you need to measure your portfolio’s performance. It includes powerful features for currency revaluation and translation.

Wednesday, Sep 9, 2020 at 2 PM SGT

Percentage Rent Processing & Reporting

With integrated accounting and property management functions, its easy to track sales and charge percentage rents. We’ll show you how to define sales types, reporting, billing frequencies and breakpoints.

Take tenant communications to the next level, we’ll cover percentage rents in the system, how to calculate retail overage rent, moving the daily figures to the Sales Data table after it is summed. You will learn how to handle additional ad-hoc charges for rents from retail lease and report on tenant sales numbers.

Wednesday, Sep 23, 2020 at 2 PM SGT


October

VendorCafe

Maintaining effective communication despite decreased physical contact requires innovative solutions that support vendors and property teams to interact. VendorCafe helps centralize your product and service vendor information in a single system of record.

Join this webinar to learn how VendorCafe can be used to oversee all vendor facing operations remotely, keeping your staff safe and vendors proactively managed. We’ll cover how you can review purchase orders, upload invoices, check their payment status, and pick up work orders and contracts – all in one system.

Wednesday, Oct 14 2020 at 2 PM SGT

Best Practices for Month-End Procedures

Leverage a complete accounting system that is configurable to your unique organisational policies and procedures. Streamline the month-end closing and enhance the 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, Oct 28, 2020 at 2 PM SGT