The Jacobs Group

The Jacobs Group utilizes several different methods to electronically convert property and financial data. For property, unit and resident types of data, we can use our SQL import scripts or utilize Yardi's built-in ETL import capability. For trial balance, transactions and budget data, we can import data based on the Yardi format or train clients... to import themselves. We can also assist clients with the import and proper setup of new properties they acquire after they are fully up and running. Yardi and several 3rd party software programs provide many different custom reporting options. There is the YSL (Yardi Spreadsheet Link) tool which exports financial data into excel, the Yardi Custom Financial Analytics tool, Yardi Ad Hoc reporting tool, SQL reports, Crystal Reports, Launch Word, Launch Excel, FillDocs, and PDF merges. We can either provide training on the use of these tools or create the custom Yardi reports. With an initial custom report request, we first advise the client if there is a similar report within Yardi which they may not be aware of. If not, we try and leverage our extensive custom Yardi reports we have developed in the past to keep the cost as low as possible. A service The Jacobs Group has provided over the last few years is a full Yardi database review. We look at all aspects of Yardi setup including most areas of the system admin menu, the Chart of Accounts, security, charge codes and a detailed review of a of couple properties. This extensive Yardi review results in a detailed report (approximately 5 pages long) with recommended changes to the setup. It also identifies areas of the Yardi program clients are not utilizing (and may not be aware of) to make their business more efficient. Our database reviews have been very well received by Yardi clients. Once the report is sent to the client, we schedule a call to review the report in detail, answer any questions and help establish a plan to prioritize the changes needed. The Jacobs Group provides full property management business ...Read More