You can now pull Journal Entries, and Vendors directly from Yardi. If you would like to turn this feature on, please contact your Rabbet Customer Success Manager.
Note: Only Push to Yardi integration or Pull from Yardi integration can be turned on at one time.
Rabbet + Yardi Configuration
From the 'Account Configuration' tab you will have the ability to manage overall Yardi Pull configurations & bulk sync all active projects/vendors with a single click.
Begin by navigating to 'Admin' > 'Configuration' > 'Yardi', as seen below:
From this dropdown, you will have the ability to configure Rabbet to automatically pull date from Yardi:
Toggle ON/OFF "Enable automatic organization wide vendor and payable sync with Yardi" = This will allow Rabbet to Pull vendor/payable information from Yardi automatically, so that you do not need to sync projects individually. The timing for these auto-pulls is noted later in the article
Pulling Data from Yardi
Pulling Data for All Projects
From the Yardi Configuration dropdown (detailed above), you will have a number of options:
"Sync All Active Projects" = Manually sync all active projects
"Sync Vendors" = Manually sync all new/updated vendors
Review "Project Sync Status" = Review a list of all projects in Rabbet and their "Last Synced" date.
Pulling Data for a Single Project
From within a Project, you will have the ability to manually pull payables/journal entries from Yardi.
Begin by navigating to 'Project' > 'Project Settings' > 'Yardi Configuration', as seen below:
From here, you will have (2) options:
"Pull Payables and Journal Entries from Yardi" = Sync all payables & journal entries for the currently selected project
"Reset Project's Invoices Last Synced At Time" = Click this option to reset the "Last Synced" date
Reviewing Payables in Rabbet
After pulling payables/journal entries from Yardi using one of the above methods, all data will arrive as "documents" in the Project Level 'Documents' tab.
Next, you will navigate to the 'Project Documents" grouping to confirm payables are listed:
From the 'Documents' tab, you will bulk select all recently uploaded documents and move them into their corresponding draw. 'Documents' > 'Project Documents' > 'Select' > 'Move To':
Lastly, you will navigate into the correct draw and confirm all payables/journal entries look as expected prior to reviewing & packaging the draw.
Types of Data Pulled from Yardi
Payables
Rabbet will check for payables every 60 min otherwise you may trigger a sync at any time.
Configuration
Job Cost Module is required in Yardi in order to automatically map to budget in Rabbet.
Each budget line item number in Rabbet must map 1:1 to a Cost Category in Yardi.
Yardi > Rabbet Mapping: Payables
Rabbet Yardi
Journal Entries
Rabbet will check for Journal Entries every 60 min otherwise you may trigger a sync at any time.
Job Cost Module is required in Yardi in order to automatically map to budget in Rabbet.
Each budget line item numbers in Rabbet must map 1:1 to a Cost Category in Yardi.
Approvals will be tracked in Yardi. No indication of approval will be logged in Rabbet.
Images cannot be pulled for Journal Entries. Rabbet will generate a standard invoice PDF with the information.
PDF backup should be uploaded to the draw as document type “Other”
Line Items on Journal Entries imported from Yardi will be editable.
Rabbet delete abilities will apply to Journal Entries.
Yardi > Rabbet Mapping: Journal Entries
Rabbet Yardi
Vendors
Rabbet will check for vendors every night. Users may add a vendor to Rabbet at any time. Vendor will update with nightly sync.
Yardi > Rabbet Mapping: Vendors
Rabbet Yardi
FAQ’s
"If there is no budget line, then it’s not being pulled in.”
Rabbet does not create new line items upon import. Line items must already exist with a corresponding line item number in order to match when pulling from Yardi. We would recommend adding those budget line items prior to pulling payables/Journal Entries. Those budget line items just need to have their line item number set to the payable/Journal Entries corresponding detail category_id.
Will approvals be tracked in Rabbet?
No, approvals will be tracked in Yardi.
What happens if a Payable is “Reversed” in Yardi and:
Draw has not been Approved or Funded in Rabbet, Rabbet will update the Reversed payable to not apply to draw.
Draw has been Approved or Funded in Rabbet, Rabbet will make a warning that the Draw is out of sync with Yardi.
New Payable will be imported to project level and user will need apply to draw.
Can Payables imported from Yardi be deleted in Rabbet?
Payables imported from Yardi cannot be deleted in Rabbet unless reversed in Yardi.
Are Line Items on Payables imported from Yardi will be editable?
Yes line items on Payables will be editable, other fields will be locked.
Do you have questions or feedback? Please email us at help@rabbet.com