Yardi Workflows

Is your organisation still relying on paper or emailed approvals to process invoices?

If a query comes up during processing, does your team have to create an email trail outside of the system to escalate and clarify before proceeding?

Or would you like to apply a streamlined approval/verification process on new setups in the system?

Consider utilising Yardi’s workflows, which is available on most object types, to streamline your approval processes.

Examples to consider

Some practical examples of workflows your business could consider are:

1. Vendor setup review and approval (which can restart if critical information is changed)
2. Invoice approval or escalations (get clarification on required information like a PO # or GL Code)
3. Development job and budget approval (set your DLA limits within the workflow so approval obtained at appropriate levels)
4. Lease Deals process (automate the issuing of offers to potential tenants and approvals)

Within workflows you can keep it simple, set approval limits depending on roles, send notifications to users if required, even kick off another workflow and much more.

The workflow dashboard then becomes your centralised location to see all items needing your attention.

Clean up your inboxes and dive into workflows instead!