Yardi is the backbone of many property management operations, but let’s be honest—navigating it isn’t always smooth sailing. From minor hiccups to full-blown system failures, support issues can range from a simple fix to a productivity nightmare. The real challenge? Knowing when to handle issues in-house and when to bring in an expert.
Over the years, we’ve seen companies waste countless hours trying to fix problems they shouldn’t have been dealing with—and on the flip side, we’ve also seen users call for outside help on issues they could have easily resolved themselves. So, let’s set the record straight.
When You Should Handle It Yourself
Some Yardi issues are just part of the day-to-day. If your team is well-trained, they should be able to tackle these problems without breaking a sweat.
- Routine User Errors & Navigation Issues
Every Yardi admin has been there—someone on the team says, “I can’t find my report!” or “Why is my screen frozen?” Before you panic, check the basics:
- Make sure user permissions are correctly set.
- Clear cache and restart the browser—Yardi loves a fresh session.
- Consult internal guides or Yardi’s own help documentation.
Most of the time, these issues are minor and can be fixed in minutes.
- Basic System Administration
If your team has admin-level access and knows their way around the system, you should be able to handle:
- Adding new users and adjusting permissions.
- Updating property details, lease terms, and tenant data.
- Setting up recurring charges and payment schedules.
If it’s a standard setting within Yardi, your internal admin should take the lead.
- Standard Reporting & Data Exports
Yardi comes packed with built-in reports. If you need financials, rent rolls, or delinquency reports, you can:
- Run Yardi’s standard reports.
- Export data into Excel for basic manipulation.
- Make minor tweaks to existing report parameters.
If the data exists in the system and just needs formatting, your team should be able to handle it.
When You Need to Call an Expert
There’s a fine line between troubleshooting and wasting time. Some Yardi issues require specialized knowledge, and getting it wrong can cause financial, compliance, or operational headaches. Here’s when you should stop, step back, and call in an expert.
- Custom Reports That Go Beyond the Basics
If you need:
- A rent roll that consolidates multiple properties.
- Custom SSRS or Yardi Standard Reports (YSR) that pull unique data sets.
- Automated reporting workflows that save hours of manual work.
Then you need someone who understands Yardi’s reporting architecture. These reports can be powerful, but they require expertise to build correctly.
- System Errors, Bugs & Performance Issues
Seeing strange error messages? System running unbearably slow? Integration problems with third-party tools? These are signs of deeper issues that require:
- Debugging SQL errors or server-side problems.
- Troubleshooting API or third-party integrations.
- Identifying and resolving Yardi performance bottlenecks.
Guessing your way through these issues can make things worse. Bring in someone who knows the inner workings of Yardi.
- Major System Changes or Upgrades
Rolling out new Yardi modules, migrating data, or automating complex workflows? This is where expertise matters. Mistakes in system setup can lead to bad data, compliance risks, and costly rework. An expert ensures:
- A smooth transition with minimal downtime.
- Data integrity is preserved.
- Workflows are optimized, not just duplicated from an old system.
- Security & User Access Audits
Data security is non-negotiable. If you’re unsure about:
- Who has access to sensitive financial data.
- Whether former employees still have active accounts.
- If your permissions structure aligns with compliance requirements.
Then you need a professional security audit. This isn’t something you want to get wrong.
Why Exalenze?
At Exalenze, we don’t just “support” Yardi—we master it. Our team works with property management companies daily to provide real, actionable solutions. Whether you need help desk support, custom reports, or a full-scale system audit, we bring the expertise to keep your operations running smoothly.
- Help Desk Support with experienced Yardi professionals.
- Custom Reporting Services designed for your unique business needs.
- Audit & Security Reviews to ensure compliance and data integrity.
The bottom line? DIY where it makes sense. But when the stakes are high, don’t take chances. Bring in the experts.
Need help? Let’s talk.