How it fits your workflow.
Yardi provides software for property management and real estate operations. A rent-related workflow should distinguish the resident, lease, property, and financial ledger. Preserving those relationships helps teams understand which obligation a balance concerns and avoids routing a property-level issue as a personal account matter.
WORKFLOW FOCUS
Resident, lease, and property ledger relationships.
From your stack to your workflow.
01 / Map the outcome
Choose the process you want to improve and the records, events, or actions it depends on.
02 / Define the connection
Review supported capabilities, access permissions, field mapping, and policy requirements with your Paypath team.
03 / Validate before expanding
Agree on a focused workflow, test it with your team, and confirm the results before extending the scope.
A few things to know.
Why keep the lease reference with a resident balance?
A resident relationship can span leases or properties. The lease context identifies the obligation and period the financial record actually concerns.
Can we keep our existing systems?
The starting point is your current stack. We work with your team to understand where each record lives and how the proposed connection should fit your operating model.