Facilitate fast and accurate approvals by quickly routing invoices to the right member of your team. Approvers receive email alerts, then log in to their dashboard to process each invoice. Save time with every invoice approval as electronic payables are imported directly to Voyager and automatically linked to purchase orders.
Give tenants the convenience of making payments online with simple, browser-based access and handy mobile apps. Scan batches of personal, corporate, bill pay and cashier’s checks as well as money orders to greatly reduce processing time. Instantly create receipt batches in Voyager for all items and permanently store the image files — so you don’t need to make copies. Let residents pay rent in cash at participating retail locations nationwide. Our walk-in payment system (WIPS) provides the ease of a one-stop experience and reduces money order issues for your staff.
Paperless Processing
Once a unit is leased, your team can easily hand-off control of the HVAC, lighting, and smart locks to new residents. If you’re what to do if an employee misuses a corporate card looking for something light and easy to use, Breeze and Breeze Premier are available for building owners and operators looking for a no-fuss software solution. Packed with out-of-the-box features, Breeze offers an intuitive, “refreshingly simple” user experience so you can get up and running with it in an instant. Tenants can log in, view their account balances and pay directly from a bank account or with a credit or debit card. Give residents the convenience of making payments online with simple, browser-based access and handy mobile apps. It is frustrating to spend months building something that your co-workers and executive team are ambivalent about.
- Having built over 500 dashboards, for more than 50 real estate companies, we have compiled a playbook for building dashboards that actually get used and provide real value.
- Such a bulky Excel file can contain inherent errors, especially when you refresh the datasets separately and they are different levels of detail (such as by unit by day vs by property by month).
- Not all types of data visualizations are appropriate for a dashboard.
- Packed with out-of-the-box features, Breeze offers an intuitive, “refreshingly simple” user experience so you can get up and running with it in an instant.
- Maximize spending control with negotiated pricing and real-time budget checks.
- Yardi Voyager is an indispensable tool for modern property management, offering the capabilities to streamline operations, enhance financial analytics, and improve overall efficiency.
What Does a Successful Dashboard Project Look Like?
We speak with many real estate companies that have attempted to build dashboards to visualize and analyze the data that’s in Yardi. When you own or manage a multifamily property, you are the wearer of many hats. Too much time spent advertising vacant units, manually processing maintenance requests, or collecting paper rent checks can bring business growth to a halt. One of the easiest ways to manage and organize the heavy workload is reference ranges for blood tests to select the right property management software. Yardi offers a suite of services designed to simplify property management. Streamline the way you process invoices with efficient, online approval workflows.
Introduction to Yardi Voyager and Its Capabilities
For vendors and owners that don’t accept electronic payments, we can process, print and mail checks for you, saving significant time and increasing productivity. Yardi Voyager is an indispensable tool for modern property management, offering the capabilities to streamline operations, enhance financial analytics, and improve overall efficiency. Yardi Voyager is a comprehensive property and asset management platform designed for real estate operations of all sizes. It integrates accounting, operations, and ancillary processes and services with portfolio-wide business intelligence and platform-wide mobility. Understanding its core capabilities is the first step to unlocking its full potential. The data source design is usually the most crucial piece of the solution for any dashboard.
We create “views” that contain the columns required for a specific dashboard data source. This simplifies the dashboard development process and changes are easier to implement with this approach. For this article, we are assuming you work in a real estate investment and management company that uses Yardi. You have seen demos of the Yardi Elevate suite of products and concluded they don’t allow sufficient customization. You see how your company can benefit from better metrics and dashboards, and you have already invested some time exploring tools like Power BI and Tableau.
Be prepared to learn that information that is so obvious to you is not so to the users of the dashboard. It’s okay to get back to the drawing board after releasing the first version of the dashboard. Sometimes it is not possible for doubtful accounts and bad debt expenses the user to know what is useful until they try out the dashboard and give you feedback. Visual design is sketching the visual elements of the dashboard, the features that the dashboard users will see. Not all types of data visualizations are appropriate for a dashboard. We recommend having a design style guide that sets standards for color palettes, font sizes, and placement of visual elements with the goal of enhancing the user experience.
Our client services team assists with implementation and provides in-person support and online training at every stage of the client’s product experience. Many team members, such as Certified Energy Managers, have earned accreditation that enables specialized client support. Additionally, clients can access on-demand support articles, videos and eLearning classes. To effectively integrate Yardi Voyager into your daily operations, start by mapping out your core processes and identifying how Yardi can automate or enhance each step. Gradually introduce Yardi features to your team, ensuring adequate training and support at each stage. Dashboard development involves building the front end, building the data model, and ensuring that the data can be refreshed when needed.
The process to plan, design and build your Yardi dashboard is an iterative process. Success is in the eye of the audience you are building the dashboard for. So, instead of rolling out the dashboard once it is perfect, get feedback and buy-in for each draft. Refine the dashboard based on their suggestions and improve its usability and relevance.
