---
title: "Yardi Extract [23.06.2023]"
canonical: "https://help-equiem.refined.site/space/CS/1336443181/Yardi%20Extract%20%5B23.06.2023%5D"
format: markdown
---
# Product Update

|  |  |
| --- | --- |
| Release date: | 23/06/2023 |
| Product/Application: | Equiem One |
| System URL: | [https://one.getequiem.com/bookings/settings](https://one.getequiem.com/bookings/settings) |

# ***Yardi extract for reconciliation purposes***

## Objectives

Allow the Property Manager to extract the reconciliation report to integrate with minimal intervention by the User.

## Key features

The feature includes:

- At Admin level
  - Ability to activate Yardi as a module
  - Ability to set a Tenant Code against a company (Yardi requirement)
  - Ability to set Property code, Account, Accrual, Offset and Checknum against a building (Yardi requirement)
- At Bookings level
  - Extract the reconciliation report in a format that is compatible for Yardi

## How to use the new feature

To access the new feature the Yardi module must be turned on in the Admin panel.

To do this first select Site configuration

![image](media://ad16fd97-9dd6-43b8-aa97-8d0c6012c854)

Select the site you wish to activate Yardi for

Then select Modules

![image](media://ddbacaac-047b-47fb-b169-c48214fb9f21)

You will be presented with the option to"Enable Yardi"

Remember to save your changes

![image](media://da586e46-76ad-4388-987b-549af2e5c7bf)

Once this has been actioned you will then need to select your site

![image](media://385349a2-9ccb-4a62-9185-bc9d8d37d9e1)

And then the company you wish to set up the Yardi Tenant code for

![image](media://85a44745-0bcf-42fa-9bfe-7e160d07f5b7)

Once you have selected the company you then need to select Integration

![image](media://12b7eb90-1633-4ba2-9b21-de0570d4edc3)

Here you will be able to enter the Tenant Code

And remember to save this

![image](media://0d0f93d0-d4a5-45a6-815a-cf33e7a12cbe)

Now that you have set up the Tenant code then next step is to set up the following:

- Property Code
- Account
- Accrual
- Offset
- Checknum

This is set at Building level so select the building you wish to update

![image](media://6e0a67c8-af65-4178-b940-d9940c98134e)

Select Integrations

![image](media://d7bdf392-a552-4cd3-bd41-9bccfaf81b96)

Enter your details

And again remember to save

![image](media://1d777ad5-700a-4dbd-bc80-2003ef5dda82)

And that is all you have to do from the Admin side.

Once this is set for the site, company and building then you are set.

However if you have multiple companies you will need to set a Tenant Code for each company

And if you have multiple buildings you need to set :

- Property Code
- Account
- Accrual
- Offset
- Checknum

**For each building**

OK now lest move onto the Bookings app to explain what needs to be done here.

(Please note that it may take up to 5 minutes to come across to the Bookings app)

Under Bookings/Reconciliation report at first glance there will seem to be no difference.

The data you created will not appear in the on screen reconciliation report as they add no value here.

![image](media://36785122-b6c8-4a48-b4e6-cc5521672f75)

The only difference you will notice is that there are now to options when generating a CSV report:

- Reconciliation report
- Yardi extract

![image](media://a77d1459-c4bf-43ba-9254-6175d4400cb3)

The Property Manager will need to select the Yardi extract

You will see the new fields in the report ready for the Property Manager to save and upload

![image](media://db6bd759-7bf4-42bd-9281-d4297decfe38)

And that is it for Yardi extracts.

## Summary

- Admin can activate the Yardi module
- Admin can set the Tenant code
- Admin can set:
  - Property Code
  - Account
  - Accrual
  - Offset
  - Checknum
- Property Manager can extract the reconciliation report in a format that can be readily uploaded into Yardi