Yardi

Sync financial data with the Yardi connector.

rate limit

Código no reconocido.

Acerca de este curso

Welcome to the "Yardi" course!

The Yardi connector allows users to integrate their company's Procore data with Yardi Voyager®, letting your project managers and field teams have one-click access to accurate job costing information on the construction site, while still allowing the accounting team to retain full control over data pushed into accounting.

Plan de estudios25 min

  • Course Introduction
  • Introduction to Yardi
  • Vendors
  • Syncing Vendors in Procore and Yardi
  • Sync Companies with Yardi Vendors
  • Projects
  • Syncing Projects in Procore and Yardi
  • Import Yardi Jobs
  • Budget
  • Syncing a Budget in Procore and Yardi
  • Export a Budget
  • Export Budget Modifications
  • Commitments
  • Syncing Commitments and CCOs in Procore and Yardi
  • Export a Commitment to Yardi
  • Export a Commitment Change Order to Yardi
  • Subcontractor Invoices
  • Syncing Subcontractor Invoices in Procore and Yardi
  • Export a Subcontractor Invoice to Yardi
  • Review
  • Yardi Summary and Review
  • Congratulations!
  • Course Feedback
  • Congratulations!

Acerca de este curso

Welcome to the "Yardi" course!

The Yardi connector allows users to integrate their company's Procore data with Yardi Voyager®, letting your project managers and field teams have one-click access to accurate job costing information on the construction site, while still allowing the accounting team to retain full control over data pushed into accounting.

Plan de estudios25 min

  • Course Introduction
  • Introduction to Yardi
  • Vendors
  • Syncing Vendors in Procore and Yardi
  • Sync Companies with Yardi Vendors
  • Projects
  • Syncing Projects in Procore and Yardi
  • Import Yardi Jobs
  • Budget
  • Syncing a Budget in Procore and Yardi
  • Export a Budget
  • Export Budget Modifications
  • Commitments
  • Syncing Commitments and CCOs in Procore and Yardi
  • Export a Commitment to Yardi
  • Export a Commitment Change Order to Yardi
  • Subcontractor Invoices
  • Syncing Subcontractor Invoices in Procore and Yardi
  • Export a Subcontractor Invoice to Yardi
  • Review
  • Yardi Summary and Review
  • Congratulations!
  • Course Feedback
  • Congratulations!

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