Yardi

Yardi

Sync financial data with the Yardi connector.

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About this course

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.

Curriculum

  • 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!

About this course

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.

Curriculum

  • 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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