Yardi Voyager Quick Reference Guide
Entering “First Contact” for a Prospect (Call/Walk-in/e-mail)
1. Select “Add Guest” from dashboard.
2. Enter information in the fields (blue fields are “required”).
3. Select “Next.” This will “Save” your information.
4. Enter information on the Preferences screen (blue field are
“required”). Be sure to type in the # of Bedrooms (do not
leave as “0.”)
5. Select “Next.” This will “Save” your information.
6. If you do not have any additional occupants to enter at this
time, you can go back “Home” on the Top Menu.
Converting “First Contact” to a “Show” (Apt. Tour)
1. Select “Person Search” tab on the dashboard.
2. Enter last name of Prospect and select “Search.”
NOTE: Entering the first 3 letters of the last name is
preferred.
3. When search is completed, click on Prospect’s name.
4. Under “Leasing Steps” on right-hand side, select “Guest
Card.”
5. On bottom of screen, select “Add New Contact.”
6. Select type of contact and fill in information (blue fields are
“required”).
7. Fill in any additional information from your written Guest
Card. Select “Next” to scroll through the screens and
continue adding information.
8. On the “Select Unit” menu screen on bottom, select “Show”
next to unit that Prospect toured.
9. You can go back to “Home” on the Top Menu at any time to
exit the Guest Card mode.
NOTE: It is not necessary to continue past “Select Unit” unless the
prospect has submitted an application.
Entering an Application
1. Select “Person Search” tab on the dashboard.
2. Enter last name of Prospect and select “Search.”
3. When search is completed, click on Prospect’s name.
4. Under “Leasing Steps” on right-hand side, select “Select
Unit.”
5. Under Select Unit menu at the bottom of the screen, locate
the apartment the applicant is renting or a waitlist unit.
6. Click on the “Select” link, then select “Next.”
7. Enter the required lease information. The “expected move-
in” date and “lease from date” should match.
8. On the right-hand side, enter the “Quoted Rent.” This
should be the amount of monthly rent that you will be
charging.
NOTE: Do not subtract any move-in specials from this
amount.
9. Select “Next.”
10. Select “Next” again. (We do not enter concession on the
guest card. They can be entered at move in.)
11. The “Applicant Information” link at the bottom of the
screen can be used to enter additional applicant information,
but is not required by FPI since we do not submit our
application thru Yardi.
12. Select “Next” on the Guest screen.
13. Enter the correct charge date to charge application fees due,
then select “Next.”
NOTE: Once you have saved a screen by selecting “Next” you can
use the “Previous” button to go back and make changes to previous
screens at any time.
Entering Additional Occupants/Roommates
1. Select “Person Search” tab on the dashboard.
2. Enter last name of Prospect and select “Search.”
3. When search is completed, click on Prospect’s name.
4. Under “leasing Steps” on right-hand side, select
“Occupants.”
5. Click the link titled “Add New Occupant.”
6. Complete the First and Last name as well as the
Relationship.
7. If you are entering Minors for tracking purposes, uncheck
the lessee box and leave relationship blank. If you are
entering adults, make sure the lessee box stays checked.
8. Select “Save.”
Approving an Application
1. Select “Person Search” tab on the dashboard.
2. Enter last name of Prospect and select “Search.”
3. When search is completed, click on Prospect’s name.
4. Under “Leasing Steps” on right-hand side, select
“Application Status.”
5. On bottom of screen, select “Approve.”
NOTE: Once an application has been approved, the applicant’s
status will change from “Applicant” to “Approved.”
Cancelling/Denying an Applicant
1. Select “Person Search” tab on the dashboard.
2. Enter last name of Prospect and select “Search.”
3. When search is completed, click on Prospect’s name.
4. Under “Leasing Steps” on right-hand side, select
“Application Status.”
5. On bottom of screen, select “Deny” or “Cancel.”
6. Select a reason.
NOTE: Once an application has been approved, the “Deny” option
is no longer available. Do not “approve” applications until they
have truly been approved by On-Site.
Re-applying a “Cancelled” Applicant:
You do not have the ability to re-apply an applicant in Yardi.
If you need to have an applicant re-applied, please contact
your A/R Analyst.
Changing an Expected Move-in Date
1. On the Dashboard under Resident Activity, click on the
number next to “Pending Applications.”
2. Select the name of Applicant.
3. Under “Leasing Steps” on right-hand side, select “Rental
Options.”
4. Revise move-in date, being sure to also change the “Lease
From” date to the same as the expected move-in date.
5. Select “Next” to save.
Transferring an Applicant to Another Unit Prior to Move-in
1. Select “Person Search” tab on the dashboard.
2. Enter last name of Prospect and select “Search.”
3. When search is completed, click on Prospect’s name.
4. Under “Leasing Steps” on right-hand side, select “Select
Unit.”
5. Under Select Unit menu at the bottom of the screen, click on
the word “Select” next to the unit you want to transfer the
applicant into. (Should be completed before anticipated move
in date)
6. Select “Next” to save your changes.
Executing the Lease Agreement
1. You will not be able to move someone in until you have
“Executed” the lease.
2. This should be done just before moving them in, after they
have signed the Lease Agreement.
3. Click on the number next to the “Pending applications” on
the Dashboard.
4. Select the name of Applicant.
5. Verify that the Move-in Date, Quoted Rent, and Lease Terms
on the “Rental Options” tab are correct. Once you choose
“Execute Lease,” you will not be able to change these items.
6. Under “Leasing Steps” on right-hand side, select
“Application Status.”
7. Select the “Execute Lease” button.
8. Proceed with Move-in Steps below.
Printing the Resident Ledger for the Resident File
1. On the Dashboard, select “Person Search.”
2. Type the unit number where required and select “Search.”
3. Click on “Resident Ledger” next to the resident’s name from
the list at the right.
4. Right click with the mouse anywhere on the document and
select “Print.”
The information provided in this Quick Reference Guide is not intended to replace classroom or self-paced training but used as a helpful tool after training is complete.
FPI MGMT - RSD
Yardi Voyager Quick Reference Guide
Changing Make Ready Dates
1. On the Dashboard under Maintenance, select the number
next to “Pending Make Ready.”
2. Locate the apartment you wish to adjust.
3. Select the “Adjust Dates” box.
4. Enter the new anticipated Make Ready date.
5. Select “Save.”
NOTE: You must refresh the screen by repeating #1 for the
change to be effective.
Marking a Unit as “Ready”
1. On the Dashboard under Maintenance, select “Pending
Make Ready.”
2. Locate the apartment you wish to make ready.
3. Select the “Make Ready” box.
4. When prompted, select “Okay.
Performing a Move-in
1. On the Dashboard under Resident Activity, click on the
number next to “Move-in.”
2. Locate the future resident you wish to move-in and click on
the residents’ name.
3. Verify that the Unit number, Lease Dates, Rent amount and
ledger on the Resident screen match your Lease Agreement.
4. On the right side under “Functions”, click on “Move In.”
NOTE: Do not change any dates on the Move In screen. If you
have an incorrect date, go back to the resident screen and
make changes there.
5. Enter the amount of Security Deposit to be charged, as well
as any Other Deposits (pet, gate remote, etc.) that may be
due on the “move-in amount” column.
6. Enter any pet rent, parking charges and/or other charges that
will be recurring monthly under the “lease charges” column.
7. Be sure to check the box next to any charges that will be
billed.
8. Select “Post”.
NOTE: Selecting “Save” will only save the data; it will
notperform the move-in.
Performing a Month End Move-in
1. Follow the above “Performing a Move-in” section up to
adding charges.
2. You need to back out the prorated rent that is being charged
on the first line. Find the “Rent” charge code and enter a -
(negative) of the Rent amount.
3. Charge the rent to the “PRVACADJ” charge code and
adjust your description to reflect that month of rent being
charged. (Ex: April Rent for 5 Days)
4. Complete move in using the steps above in “Performing a
Move In” section.
NOTE: If you do not back your rent out and charge it to the
prior month vacancy adjustment code, your rent roll will not
balance at month end.
Performing a Lease Renewal
1. On the Dashboard under Resident Activity, click on the
number next to “Expiring Leases.”
2. Locate the Resident that you want to renew and click on the
Resident’s name.
3. From the Resident screen, on the right side under functions
click on “Renew Lease.”
4. Enter the date the NEW lease begins in the “Lease from
Date” box.
5. Verify and/or adjust the “Term” to match your signed lease
agreement.
6. Verify and/or adjust the “Lease to Date” to match your
signed lease agreement.
7. Enter the NEW rent amount in the “New Rent” box.
8. Ensure the “Type” is set to $ Increase and click “Save.”
Performing a Month to Month
1. On the Dashboard under Resident Activity, click on the
number next to “Expiring Leases.”
2. Locate the Resident that you want to convert to MTM and
click on the Resident’s name.
3. From the Resident screen, on the right side under functions
click on “Month to Month.”
4. Enter the date the MTM is effective in the “Month-to-Month
Date” box.
5. Enter a MTM premium if you charge one.
NOTE: If you do not charge a MTM fee, leave the MTM
premium box at 0. If you include the MTM charge in the rent
amount, leave the MTM premium box at 0 and increase your
rent amount accordingly.
6. Enter the NEW rent amount in the “New Rent” box, if it has
changed.
7. Ensure the “Type” is set to $ Increase and click “Save.”
Entering a Notice to Vacate/Forwarding Address
1. On the Dashboard, select “Person Search.”
2. Type the unit number where required and select “Search.”
Click on the resident’s name from the list at the right.
3. On the right-hand side under “Functions,” select “Notice.”
4. Enter information (all fields are required).
5. Select “Save.”
6. If you have the Forwarding Address at this time, you can
type it over the current address.
7. Be sure to select “Save” in the middle of the screen.
Cancelling a Notice to Vacate
1. On the Dashboard under Resident Activity, click on the
number next to “On-Notice.”
2. Next to the appropriate resident, select “Cancel.”
Changing an Expected Move-out Date
1. On the Dashboard under Resident Activity, click on the
number next to “On-Notice”.
2. Locate the future move-out and select “Adjust Dates.”
3. Revise move-out date and select “Save.”
Changing a Notice to Vacate Reason
Follow Steps1 and 2 above for Changing an Expected Move-
out Date, but do not change the Move-out Date, just change
the Reason and Save.
Entering an Eviction
1. Follow steps 1 and 2 from “Entering a Notice to Vacate.”
2. On the right side under “Functions,” select “Evict.”
3. Enter your “Eviction Date.” This should be the date you sent
your file to the attorney’s office.
4. Enter the “Move Out Date.” This should be anticipated move
out date. Approx. 60 days from evict date.
5. Enter “Reason for Move Out.” Select “Save.”
NOTE: Once you place a resident on Evict status, you can no longer
accept payment from them. If the move out date changes, email the
A/R Analyst the unit number and new move out date for adjustment.
Do not cancel the Evict and redo or your reports will be incorrect.
Performing a Move-out
1. On the Dashboard under Resident Activity, select the number
next to “Move-out.”
2. Locate the resident you wish to move out and click on their
name.
3. Verify the move out date is correct.
4. On the right-hand menu, click on “Move Out.”
5. Enter forwarding address (if you have not already) or leave as
is if no forwarding address was given. Select “Save.”
NOTE: Resident must already be on the “Notice” or “Evict” status
to be moved out.
The information provided in this Quick Reference Guide is not intended to replace classroom or self-paced training but used as a helpful tool after training is complete.
FPI MGMT - RSD
Yardi Voyager Quick Reference Guide
Adding Roommates
1. On the Dashboard, select “Person Search.”
2. Type the unit number where required and select “Search
3. Click on the resident’s name from the list at the right.
4. Under “Data” on right-hand side, select “Roommates.”
5. Select “New” and enter required information.
6. Select “Save.”
NOTE: If you are adding minors, do not enter a relationship and
uncheck the lessee box.
Adding/Updating Occupant Demographics
1. Follow Steps 1-3 above for Adding Roommates.
2. On the right side under “Data”, click on “Demographics.”
3. On the left-hand side, choose the Occupant you wish to edit.
Or click “New” to add an Occupant to Demographics.
4. Change/Add information as needed and select “Save.”
Moving out Roommates
1. Have a Roommate Release form completed and signed by
resident(s).
2. From the Resident screen, click on “Roommates.”
3. Enter a Move out date.
4. Un-check the lessee box.
5. Select “Save.”
Adding Tenant Memo’s
1. On the Dashboard, select “Person Search.”
2. Enter either the unit number or the resident’s name and
select “Search.”
3. Locate the resident that you would like to add the memo to
and click on their name.
4. From the Residents screen, on the right side under “Data”
select “Memo.”
5. The date and time default for you, enter the “Type, Result
and Agent.”
6. Type your memo in the “Notes” box and select “Save.”
NOTE: Please remember Fair Housing Rules when entering
memos. Once they are saved they cannot be edited or deleted.
Posting Payments through a Receipt Detail Batch
1. From the left menu, select “Payments” then “Create
Receipt Detail Batch.”
2. Enter “Total amount of Declared Receipts” and “Number of
Receipt Items Declared”
3. Enter the month and deposit # of the bank deposit in the
Notes field. Ex: June Deposit #1
4. Enter the Deposit Date with the Date the deposit was posted
to the bank.
5. Enter the month and deposit # of the bank deposit in the
Notes field. Ex: June Deposit #1
6. Select “Save”
7. Select the blank sheet icon located under Receipt tab
8. Enter the Prop Code, Payer (tenant), and Amount of payment
and check number of payment.
NOTE: Money Orders are entered as MO and the entire
number; Cashier’s Checks are CC and the entire number.
9. Enter the Date the funds were received in the office (The
receipt date may differ from the actual bank deposit date)
10. Verify the selected Payer data is correct and select “Save”
11. Verify the Total Declared & Entered match the bank
receipt
12. Select Report and verify the data is accurate
13. Select Post to distribute payments to resident ledgers
14. Select Report and print copies to file with the check copies
NOTE: Deposits must be posted to the bank prior to posting
payments to ledgers in Yardi.
Billing Late Fees
If you need to manually charge late fees, please see “Creating a Charge
Batch.”
All Sites are in the process of converting over to Automatic Late Fee
Billing. Please see Automatic Late Fee’s for more information.
Using the Proration Calculator
1. On the Top Menu, select “Proration Calculator.”
2. Select the “Type” of proration you wish to calculate.
3. Enter the move-in or move-out date.
4. Enter the amount to be prorated. Click “Calculate.”
NOTE: You can use this function for Rent or other lease charges to
ensure that RDR is correct and you are quoting the resident
correctly.
Creating a Charge Detail Batch
1. From the left menu, click on “Charges,” then “Create
Charge Detail Batch.”
2. Enter Total amount Declared, Number of Charges Declared,
And a brief description in the Notes field for the charge batch.
3. Select “Save.”
4. Select the blank sheet icon located under Charge Invoices tab
5. Complete the Prop Code, Charge To and Due Date fields
6. Under the Details Tab enter the Charge Code, Charge Amount,
and Charge Notes
7. Select Save once the Details of the charge have been verified
8. Select Report and verify the data is accurate.
9. Select “Post.”
NOTE:Verify all data prior to posting to ensure correct allocation
Charging One-time Fees
1. On the Dashboard, select “Person Search.”
2. Type the unit number where required and select “Search.” You
can also click on “Resident” to pull up a list of units containing
Current Occupants.
3. Click on the resident’s name from the list at the right.
4. Under “Functions” on right-hand side, select “Charge.”
5. Enter amount to be charged, and select a charge code using the
“Charge Code” link.
NOTE: Never change the date or post month of the charge.
6. Enter a good description in the “Notes” box and press
“Submit.”.
7. Be sure to only press “Submit” once or duplicate charges may
be billed.
Giving a One-time Concession
1. On the Dashboard, select “Person Search.”
2. Type in resident’s name to locate.
3. Click on the resident’s name from the list at the right.
4. Under “Functions” on right-hand side, select “Charge.”
5. In the “Amount” box, enter the $ amount of the concession as
a negative number.
6. In the “Charge Code” box, enter “conc.”
7. Be sure to put good notes for why the concession is being
given.
8. Press “Submit.”
Entering Recurring Lease Charges (Site Lease Charge Function)
1. On the Dashboard, select “Person Search.”
2. Type the unit number where required and select “Search.”
3. Click on the resident’s name from the list at the right.
4. Under “Data” on right-hand side, select “Site Lease Charge.”
5. Click the drop down box and select the desired charge code.
6. Enter the start date of the recurring charge (Use first day of
the next month)
NOTE: If this is a concession, you must enter a lease charge
end date.
7. Type in the monthly amount that you want to charge on a
recurring basis.
8. Select “Save.”
NOTE: Once you save, the screen will re-set and become blank. Do
not add again. Close Site Lease charge screen and open the lease
charge screen to verify your charge is set up correctly.
The information provided in this Quick Reference Guide is not intended to replace classroom or self-paced training but used as a helpful tool after training is complete.
FPI MGMT - RSD
Yardi Voyager Quick Reference Guide
Performing Resident Transfers
We do not transfer residents from one unit to another in Yardi. If
you have an onsite transfer, you need to move the resident out of
the one unit and move them into the new unit.
NOTE: We do not transfer security deposits from one unit to
another.
Performing an NSF
1. Select “Person Search” tab on the dashboard.
2. Enter the last name or unit number of the resident and select
“Search.”
3. Click on the Residents name.
4. From the Resident screen, click on the “Ledger” on the
bottom right side.
5. Once in the ledger, find the check that has been returned and
select the Blue CHG/REC link.
6. Verify that you have opened the correct check. Scroll to the
bottom and click on the “NSF” button.
7. Complete the FIRST 3 LINES ONLY. Enter today’s date,
current post month and Notes. Your notes should be clear
and concise.
8. Press “Save.”
9. The system will ask you if you are sure that you would like
to NSF that receipt. Click “OK.”
10. Your receipt is now NSF’d. Close the ledger and manually
charge your resident an NSF fee and a Late fee. (Please see
“Charging One-Time Fees)
Adjusting Market Rents
1. From the left menu, select “Unit Pricing.”
2. Select “Unit Rent Increase.”
3. Your property code should already reflect.
4. Click on the underlined “Unit Type” and select which unit
type you want to increase or decrease.
NOTE: This function must be ran by Unit Type.
5. Enter the Amount. (The amount is the amount of the
Increase or Decrease. Not the new rent amount.)
6. The “Type” should reflect “Flat $ Amount only”. Do not use
the %.
7. Increase for should be both “Unit/Unit Type” to ensure that
the system updates the Market Rent correctly.
8. Increase unit history should be set to “Yes.”
9. Report only should be set to “Yes.”
10. Click “Submit”.
11. You will see a report of all the units within the specific unit
type. Verify that the new market rent looks correct. If it is
correct and you would like to move forward with posting
the change, click the back arrow at the top of your browser
window and change the report only to “No” and click
“Submit”.
12. If your changes are not correct or you would like to make
adjustments to the unit type or increase/decrease amount.
Click your back arrow at the top of your browser window,
make any changes and re-run your report.
13. Follow step 11 to finalize changes.
NOTE: The above process does not pertain to your property if you
have Amenity Based tracking in Yardi,
Should you have any questions regarding amenities,
Please submit your inquiry to www.HelpDesk.Fpimgt.com/(RSD)
Category
Adding Unit Notes:
1. From the left side menu, select “Setup,” then “Unit,” then
“Find Unit.”
2. You can just click “Submit” to view all your units or you
can filter to streamline the units.
3. Once you are on the Unit screen, click the “Edit” button and
select the “Description” tab.
4. You can then enter any notes that will reflect on your
Availability reports.
5. Once you enter all your notes, click the “Save” button to
complete.
NOTE: These notes are associated with the Unit not the Resident
and will remain on the unit screen until you remove them.
Entering a Resident Service Request
1. Select “Work Orders” from the side menu.
2. Select “Add WO.”
3. Select the Ok to Enter check box if applicable. - Enter property
code, unit number and any access/entry notes. Be sure to add
who granted entry to the unit.
4. Middle portion of screen - Select the Priority, Category and
Sub Category
5. On the top right side, enter a brief description of the request.
NOTE: The brief description will show on the dashboard.
6. Enter the Caller Name, Caller Phone and Email if applicable
7. Enter the detailed description of the request in the
Problem Description field
8. Select “Save” and then “Print.”
9. Print two copies. 1 for the Resident and 1 for
Maintenance to return to the office once work is complete.
NOTE: The time you actually enter the Service Request in the
system will be the date and time on the Service Request. We
recommend you enter them upon receipt when possible.
Entering a Common Area Service Request
1. Follow above Service Request instructions.
2. You will leave the unit number blank.
3. You will leave the Resident information blank.
4. Select the “Priority.”
5. Enter brief and detailed information in the appropriate
spaces.
6. Select “Save/Print.”
7. Choose to print one copy.
NOTE: Common Area Service Requests will show without a unit
number in the Maintenance Section of your dashboard.
Service Request Completion/Follow-up
1. Once complete, select the number next to “Pending Work
Requests” on the Dashboard.
2. Locate the Service Request to be completed and click on the
“Complete” box.
3. The completion date will auto fill and you can enter the time
completed on the Service Request for your records.
4. In the completion notes box, enter a brief summary of
specific work performed and the technician that completed
the work.
5. Select the “Save” button.
NOTE: Common Area Service Requests will not require a
Follow-up call.
1. Select “Completed Work Order Follow-up.”
2. Locate appropriate work order and select “Follow-up Call
Complete.”
Rentable Items:
Rentable Items allows you to track items such as Garages,
Carports, Parking Spaces or Washers/Dryers by assigning
them an item number. It allows you to manage who has what
and when. Please contact www.HelpDesk.FPimgt.com
/ (RSD)
Category for more information.
Amenities:
Amenities can be added to your property to account for
upgrades or differences in market rent due to floor, view or
upgrades. If you are interested in having amenities set up on
your property, Please contact www.HelpDesk.FPimgt.com
/ (RSD)
Category for more information.
Automatic Late Fees:
All Sites are in the process of converting over to Automatic
Late Fees. Please make sure you are preventing false late fee
charges by posting your deposits correctly and in a timely
manner. Make sure that you enter the Receipt date as the day
you actually received the money onsite and the Deposit date
as the day the money was taken to the bank. Should you have
any questions, Please contact www.HelpDesk.FPimgt.com
/ (RSD)
Category for more information.
The information provided in this Quick Reference Guide is not intended to replace classroom or self-paced training but used as a helpful tool after training is complete.
FPI MGMT - RSD
FPI Management / Residential Software Department (RSD)
Report Quick Reference Guide https://www.yardipca.com/93358fpi/
#
Report Name
Report
Type: Std
/ Analytic
Report Path
Filter Details
Description
Property Management Information
GENERAL REPORTS
1
Daily Activity Report
S
Dashboard --> Right side under Property Code --> Daily Activity
Report
N/A Details all Move-ins, Move Outs, MTM, Available
Units, Lease Expirations, Deposit Accounting &
Outstanding Work Orders.
2
Lease Expirations
S
Dashboard --> Left side under Resident Activity --> Expiring
Leases
N/A
To allow verification that all expired leases are
placed on a MTM status.
3
12 Month Occupancy Report
A
Analytics --> Operations --> Residential Analytics
Property Code; Report Type; Date; Display
Details the % occupancy by month for a calendar
year.
4
FPI Weekly Status Report
S Reports --> SQL --> FPI Weekly Status Report
Property Code; Weekly Completion Date Details out all weekly activity on the property.
From actual rent charge to total delinquency to
traffic and lease expirations.
TRAFFIC/PROSPECT PIPELINE
5
Traffic Detail
S Reports --> Traffic --> Traffic Detail for PopCard
Property Code; Date Range, Group by None,
Agent, Source, or Unit Type
Shows all traffic detail within a specified date
range by traffic contact type. Last page shows
totals in a grid box.
6
Conversion Ratios Summary
S
Reports --> SQL --> Conversion Ratios
Property Code; Date Range; Group by
Conversion Ratios by Unit, Agent, Source.
Calculated by Shows or First Contact.
(Analytics - Calculated by Shows only).
A
Analytics --> Operations --> Residential Analytics
Property Code; Report Type; Date; Display
7
Pending Applications
S Reports --> Traffic --> Pending Applications
Property Code; Submit Contains a complete list of all Pending applicants
sorted by Application Date.
8
Waitlist Report
S
Reports --> Traffic --> Waitlist Report
Property Code; Submit Provides you a list of everyone onyour waitlist
sorted by anticipated move in date.
TENANT INFORMATION
9
Resident Activity Detail
S Reports --> Resident --> Resident Activity
Property Code; Event Type; Date Range Event Type - Move-out. Calculate turnover %.
Compare year-to-year performance.
10
Lease Expirations
S
Reports --> Resident --> Resident Activity
Property Code; Event Type; Date Range View detail and total number of MTM leases &
future expiring leases for a defined period.
A
Analytics --> Operations --> Residential Analytics
Property Code; Report Type; Date
View total number of MTM leases & see future
expiring leases by month for a 12 month period
with drill down capability.
11
Phone/Email Report
S Reports --> Resident --> Resident Phone/Email
Property Code; Status Used by the site to add residents to Facebook
page and review/contact any remaining residents
who haven't provided their information.
12
Tenant Memo Report
S
Reports --> Resident --> Resident Memos
Property Code
Details all resident memos created during the
defined period. Can be streamlined by entering
more information on the filter screen.
1
FPI Management / Residential Software Department (RSD)
Report Quick Reference Guide https://www.yardipca.com/93358fpi/
#
Report Name
Report
Type: Std
/ Analytic
Report Path
Filter Details
Description
UNIT INFORMATION
13 Box Score Summary S Reports --> SQL --> Box Score Summary Property Code; Date Range Used to review exposure (Avail%) by Property or
A Analytics --> Operations --> Residential Analytics Property Code; Report Type; Date; Summarize Unit Type. Also view conversion ratios and traffic
by snapshot for defined period.
14 Unit Availability Detail
S Reports --> SQL --> Unit Availability Detail
Property Code; Date Availability by Property or Unit Type, including #
A Analytics --> Operations --> Residential Analytics Property Code; Report Type; Date of days vacant. (Analytic report allows for drill
down capability)
15 Unit Statistics S Analytics --> Operations --> Residential Analytics Property Code; Date Unit Mix + Average Market and Actual Rent/Unit
Type. Can be used to view trending and
establishing new rental rates.
16 Lease Expiration by Unit Type S Reports --> SQL --> Expiring Leases by Unit Type Property Code; Current Month View total number of MTM leases & see future
expiring leases by month for a 12 month period.
Similar to Expiring Leases by Unit Type however
A
Analytics --> Operations --> Residential Analytics
Property Code; Report Type; Current Date
allows drill down and displays a report total at the
end.
17 Unit Memo Report S Reports --> Unit --> Unit Memo's Property Code Details all unit memos created in the Unit Review
(Can use filter options to streamline)
screen
18 FPI Net Effective Rent Roll S Reports --> SQL Reports --> FPI Net Effective Rent Roll Property Code; Rent Account (5120-000); Displays Effective Rent and Effective Rent/Sq. Ft
Concession Account (5630-000); Current Date; for a defined period by subtracting concessions
Current Month from actual rent by unit, last 30 renewals, or last
30 move-ins.
RECEIVABLES
19 Deposit Summary S Reports --> Receivables --> Deposit Summary Property Code; Bank; Deposit Type (Deposit, Used to compare rents and other receivables in
ACH, Credit Card); Post Month Yardi to the Cash Log.
20 Aged Receivables w/ Notes S Reports --> Receivables --> Aged Receivables W/ Notes Property Code; Current Month; Excluded Units -Resident current balances broken down by period
(required report for month end) Yes for the last 90 days. This report includes both
A Analytics --> Operations --> Residential Analytics Property Code; Report Type; Date prepaids and delinquencies.
21 NSF Register S Reports --> Registers --> NSF Register Property Code; Month Range Lists all NSF's entered in Yardi for a defined
period. Compare to NSF's listed on Cash Log.
both prepaids and delinquencies.
MISCELLANEOUS FEES REVIEW
22 Receivable Detail by Charge Code S Reports -->SQL--> Receivable Detail by Charge Code Property Code; Month Range Defines all charges applied to residents including
Select: Current, Evict, Notice, Applicant & MTM, Late Fees and NSF. Does not reflect
Waitlist applicants or excluded units.
2
FPI Management / Residential Software Department (RSD)
Report Quick Reference Guide https://www.yardipca.com/93358fpi/
#
Report Name
Report
Type: Std
/ Analytic
Report Path
Filter Details
Description
MAXIMIZING RENTS
23 Net Effective Rent Roll S Reports --> SQL Reports --> Net Effective Rent Roll Property Code; Rent Account (5120-000); Displays Effective Rent and Effective Rent/Sq. Ft
Concession Account (5630-000); Current Date; for a defined period by subtracting concessions
Current Month from actual rent by unit, last 30 renewals, or last
30 move-ins.
24 Resident Lease Expiration S Reports --> SQL --> Resident Lease Expiration Property Code; Date; Status (leave blank); Sort Identifies the date of last increase for residents.
(Date of Last Increase) By Helpful for Rent Control buildings. Ability to drop
into excel and sort by last increase date.
PAYABLES
25
Expense Distribution
S Analytics --> Financial --> AP Analytics Property Code; Date Range Utilize this report to check payment status for
(Paid Only) invoices submitted by vendors. (Paid Only).
26 Vendor Ledger S Reports --> Vendor --> Vendor Ledger Property Code; Enter Vendor or date range if Utilize this report to check on payment status for
needed a vendor (ensure you have the correct vendor -
verify vendor code). Use Ctrl+F to search for a
vendor. Shows Paid and Unpaid.
27 Aging Detail S Analytics --> Financial --> AP Analytics Property Code; Date Range Defines amounts of outstanding invoices for
vendors within the last 90 days.
WORK ORDERS
28 Work Order Detail S Reports --> Work Orders--> Work Order Detail Property Code; Date range Displays Work Orders completed by month. If a
category is defined the report will display all
associated completed work orders.
29 Work Order List S Reports --> SQL --> Work Order List Property Code; Status Displays Work Orders by Status for the defined
Can select date range if a more specific period. A brief description of each work order can
reporting result is desired be viewed.
BONUSES
30 Residential Activity Detail S Analytics --> Operations --> Residential Analytics Property Code; Type; Date Range Review Move-in's and Renewals to verify
commissions/bonuses.
31 Tenant Charges S Reports --> Resident --> Tenant Charges Property Code; Month Range; Charge Code Reflects charges by charge code; To verify
concessions given to residents pull this report
using the "conc" charge code.
32 Property Status Report S Analytics --> Operations --> Residential Analytics Property Code; Date Range Outlines traffic and rental performance by
advertising source or agent and by first contact or
shows. (run at every site visit)
3
FPI Management Inc.
Report Quick Reference Guide https://voyager.fpimgt.com
#
Report Name
Report
Type: Std
/ Analytic
Report Path
Filter Details
Description
MONTHLY FINANCIAL INFORMATION
BUDGETS
33 12 Month Occupancy Report S Analytics --> Operations --> Residential Analytics Property Code; Year; Sub Group Details the % occupancy by month for a calendar
A Reports --> SQL --> 12 Month Occupancy Property Code; Report Type; Date; Display year.
34 Budget Comparison S Analytics --> Financial --> Financial Analytics
Property Code; Accrual; Comparison period Compares MTD and PTD or PTD and YTD actuals
vs. budgeted depending on which report version
A Reports --> SQL --> Budget Comparison Property Code; Report Type; Accrual, is pulled (Standard or PTD). Drill down on the
Comparison period Analytic version for detailed transactions.
35 12 Month Income Statement S Analytics --> Financial --> Financial Analytics Property Code; Book; Date Range Compare income and expenses for a 12 month
A Reports --> SQL --> 12 Month Income Statement
Property Code; Book; Report Type; Date Range
period. Analytic version will allow for drilling
down to see transaction details.
36 Expiring Leases by Unit Type S Reports --> SQL --> Expiring Leases by Unit Type Property Code; Current Month View total number of MTM leases & see future
expiring leases by month for a 12 month period.
A Analytics --> Operations --> Residential Analytics Property Code; Report Type; Current Date Similar to Expiring Leases by Unit Type however
allows drill down and displays a report total at the
end.
37 FPI Rent Roll S Reports --> Unit --> FPI Rent Roll Property Code; Rent Account (5120-000);
Concession Account (5630-000); Write-off
Account (6370-000) or (5940-005); Prepay
Account (2210-000); Current Date; Current
Month
A unit by unit review of Market Rent, LTOL/GTOL,
Potential Rent, and Vacancy. Totals are found on
the last page. KW uses the GPR Rent Roll.
38 Resident Activity Detail S Analytics --> Operations --> Residential Analytics Property Code; Type; Date Range Review Move-ins, Move-outs, # of Renewals, etc.
per month (up to 40 resident event types are
available to choose from).
39 General Ledger S Analytics --> Financial --> General Ledger Analytics Property Code; Books (Accrual); Month Range Detailed history of account transactions for a
defined period.
4
FPI Management Inc.
Report Quick Reference Guide https://voyager.fpimgt.com
#
Report Name
Report
Type: Std
/ Analytic
Report Path
Filter Details
Description
FINANCIAL REPORTS
40 FPI Rent Roll S Reports --> Unit --> FPI Rent Roll Property Code; Rent Account (5120-000); A unit by unit review of Market Rent, LTOL/GTOL,
Concession Account (5630-000); Write-off Potential Rent, and Vacancy. Totals are found on
Account (6370-000); Prepay Account (2210- the last page. KW uses the GPR Rent Roll.
000); Current Date; Current Month
41 Income Statement S Analytics --> Financial --> Financial Analytics
Property Code; Book; Date Range
A PTD and YTD review of income and expenses.
A Analytics --> Financial --> Financial Analytics Property Code; Book; Report Type; Date Range Analytic version allows for drilling down to see
account details.
42 12 Month Income Statement S Reports --> SQL --> 12 Month Income Statment Property Code; Book; Date Range Compare income and expenses for a 12 month
A Analytics --> Financial --> Financial Analytics Property Code; Book; Report Type; Date Range period. Analytic version will allow for drilling
down to see transaction details.
43 Balance Sheet S Reports --> SQL --> Balance Sheet Property Code; Book; Date Range Monthly financial report that displays a snapshot
A Analytics --> Financial --> Financial Analytics Property Code; Book (Accrual); Report Type; of assets, liabilities & owners equity.
Month
44 12 Month Balance Sheet S Analytics --> Financial --> Financial Analytics Property Code; Book; Date Range Monthly Financial Report, Snapshot of assets and
liabilities by month for a 12 month period.
45 Statement of Cash Flows S Analytics --> Financial --> Financial Analytics Property Code; Book (Accrual); Date Range Similar to an Income statement with an
Adjustments section at the bottom. This report
A Analytics --> Financial --> Financial Analytics Property Code; Book (Accrual); Report Type; displays activity for a defined period.
Date Range
46 Budget Comparison S Reports --> SQL --> Budget Comparison
Property Code; Book (Accrual); Comparison
Compares MTD and PTD or PTD and YTD actuals
period vs. budgeted depending on which report version
A Analytics --> Financial --> Financial Analytics Property Code; Report Type; Book (Accrual), is pulled (Standard or PTD). Drill down on the
Comparison period Analytic version for detailed transactions.
47 General Ledger S Analytics --> Financial --> General Ledger Analytics Property Code; Books (Accrual); Month Range Detailed history of account transactions for a
defined period.
48 Check Summary S Analytics --> Financial --> AP Analytics Property Code; Month Range Details all disbursements (checks) for the period.
49 Accounts Payable Aging Summary
S Analytics --> Financial --> AP Analytics
Property Code; Post Month; Current Date Defines the amounts outstanding to vendors
within the last 90 days. Does not include invoice
the invoice detail seen on the Aging Detail.
50 Aged Receivables S Reports --> Receivable --> Aged Receivables with Notes Property Code; Current Month; Excluded Units -Current balances residents broken down by
Yes period for the last 90 days. This report includes
A Analytics --> Operations --> Residential Analytics
Property Code; Report Type; Date
both prepaids and delinquencies.
51 Security Deposit Summary S Analytics --> Operations --> Residential Analytics Property Code; Status; Time Frame; Excluded Review security deposits. Can be viewed in detail
Units - Yes or as a summary. Streamline by selecting status.
Selecting no status will display all residents ever
to have lived at the property.
5
FPI Management Inc.
Report Quick Reference Guide https://voyager.fpimgt.com
# Report Name
Report
Type: Std
/ Analytic
Report Path Filter Details Description
SUPPORTING REPORTS (FINANCIAL)
52 Trial Balance S Analytics --> Financial --> Financial Analytics Property Code; Book (Accrual); Date Range Balance of all accounts (Summary or Detailed)
generally from GL acct # 5220-999 and down.
53 Gen
eral Ledger S Analytics --> Financial --> General Ledger Analytics Property Code; Books (Accrual); Month Range Detailed history of account transactions for a
defined period.
54 Amortized Concession Report S Reports --> Resident --> Tenant Charges Property Code; Status (can multi select); Shows trailing concessions by unit by month.
Charge Code; From Month
55 Rent Roll with Lease Charges S Reports --> SQL --> Rent Roll with Lease Charges Property Code; Date; Month Details all monthly charges that are recurring
A Analytics --> Operations --> Residential Analytics Property Code; Report Type; Date; Month charges set up as a resident lease charge, not just
rent as seen on other Rent Roll's.
56 Lease Expiration with New Leases S Analytics --> Operations --> Residential Analytics Property Code; Date Range Details ALL (current and past residents) lease
expirations in a defined period including new
resident leases.
Note: Some reports may not be run to screen. You will receive an error that says "incorrect Syntax Near XXXX." If you receive this error, just run the report to PDF or Excel.
Some reports are dependant of your access level. You may not be able to view all reports listed on this quick guide.
6
57 Wait List A Analytics --> Compliance Reports --> Report Type --> Wait List Property Code; Effective Date;
Shows e
veryone on the waiting list for your property
and their demographic information. Can be adjusted
with the drop downs to show Removed and Moved-
in applicants
58
Demographic
Wait List
A
Analytics --> Compliance Reports --> Report Type --> Wait List
with
Demographics
Property
Code; Effective Date;
Shows e
veryone on the waiting list for your property.
Can be adjusted with the drop downs to show
Removed and Moved-in applicants
59
Property Demographics A Analytics --> Compliance Reports --> Report Type -->
Certification Listing (Summarize by "Member")
Property Code Details all demographic information for every
HOH and family member.
60
Certification Listing A
Analytics --> Compliance Reports --> Report Type -->
Certification Listing (Summarize by "Head of Household")
Property Code Details income information from the most current
cert for every household.
61
Household Income A
Analytics --> Compliance Reports --> Report Type -->
Certification Listing (Summarize by "Head of Household")
Property Code Details cert effective date, income, HH size, and
income category for each tenant.
62
UA Reimbursements (HUD/RD Only) A
Analytics --> Compliance Reports --> Report Type -->
Certification Listing (Summarize by "Member")
Property Code; Month/Year Provides a list of all UA reimbursement tenants (if
any) and amount of UA reimbursement.
63
Project Status Report (Tax Credit Only)
A
Reports --> Tax Credit Reports --> State PSR Report Property Code; Date Range; State Produces a state specific Project Status Report
(PSR).
64
Scheduled Annual Recerts
A
Analytics > Compliance Reports > Report Type > Scheduled
Annual Recertification (Summarize by either property or
resident)
Property Code; Program Type; Pending Certs
Within
Produces a report showing all certs coming due and
if run by 120 Days will show all past due and certs
coming due.
65
Set Aside Mapping A
Analytics --> Compliance Reports --> Report Type --> Unit
Mapping
Property Code Provides a detailed list of what set aside is
assigned to which units.
AFFORDABLE REPORTS (Note: Need to be Affordable User role)
66
Max Rent Audit A
Analytics --> Compliance Reports --> Report Type --> Max
Rent Audit
Property Code; Effective Date; As of Date
Displays rent, UA, set aside, and max rent for
auditing purposes.
