Correspondence is an integral part of real estate operations. With Yardi Voyager, property managers, leasing agents, accounting teams, and others are able to send out letters, notices, emails, and other documentation to tenants, owners, vendors, and stakeholders with ease. Discover how to pump up your YSR correspondence power.
With Yardi correspondence, users enjoy:
- A centralized communication hub. Yardi correspondence keeps all of your outgoing communication in one place.
- Templates that deliver consistent formatting and branding. Ensure every notice looks professional and uniform while reinforcing your corporate identity.
- The efficiency of automation. Schedule recurring messages with ease to reduce errors and save time.
- A reliable audit trail of all communications. With Yardi Voyager, every piece of correspondence can be tied back to the tenant, property, or transaction for flawless recordkeeping.
- Superior compliance. Ensure your entire team is adhering to legal requirements and internal processes.
What is Yardi Spreadsheet Reporting (YSR)?
Yardi Spreadsheet Reporting (YSR) is a robust Yardi Voyager tool that enables users to create customized, high-quality reports using familiar applications like Microsoft Excel and Word. 33Floors’ Yardi experts have created thousands of custom YSR reports over the years, covering everything from tenant invoices to management dashboards. We have previously demonstrated Yardi Spreadsheet Reporting (YSR)’s capabilities and how we have used it for data-driven dashboard style reporting.
Another great use of this robust and flexible reporting solution is as a replacement for the standard Yardi correspondence tool. In doing so, you’ll leverage YSR’s enhanced capabilities to seamlessly produce important documents, such as your monthly tenant invoices and commercial billing statements.
Discover the Power of YSR Correspondence
With tailored YSR correspondence you can:
- Build clear and aesthetically pleasing correspondence templates in Microsoft Word.
- Generate correspondence as PDF files and attach them to a Voyager object, such as a commercial lease, customer or vendor.
- Employ flexible, customizable email templates in Voyager to send PDF attachments to your tenants or vendors in bulk.
By tapping into the enhanced capabilities of YSR correspondence, Yardi users can:
- Choose from a greater number of custom filter items at report run time. For example, you may choose to include or exclude tenants based on whether they have an email address on their contact record and easily opt to print statements for only those tenants without an email.
- More easily include custom fields on the report which allows for greater depth in reporting, such as incorporating prepaid and opening balance amounts on a tenant’s invoice to provide a true snapshot of the amount due at the time of billing.
- Opt for dynamic destinations or selection of contacts other than the designated primary contact – alternate roles or destinations for the emailed report may be chosen at run time.
- Exercise greater control on page flow for the purposes of formatting and appearance. For example, opting to include a second page only if there is not enough space to cover the number of rows on the first page. This allows the report to be completely dynamic rather than having to pick an arbitrary or fixed number of rows per page.
Yardi correspondence helps you communicate faster, smarter, and more professionally. But, if you feel your needs have exceeded the capabilities of the standard Yardi correspondence tool, it may be worth your time to investigate the resources offered by Yardi Spreadsheet Reporting. By leveraging the power of YSR correspondence, you’ll take your communications to the next level. Contact 33Floors today to learn more about pumping up your correspondence power with YSR and put our talented Yardi Voyager development team to work for you.
