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How do I set up my saved filters so I can see my property and companies in Yardi?

This article explains how to set up saved filters in Yardi

Yardi Dashboard - 

Select your Property/Properties and click SAVE. This should default your search to your primary property. You can save multiple filters if you manage multiple locations. 

Companies Tab -

When you log in the first time, you will not see all of your companies. 

To see all of the companies you manage - select the following filters:

Primary Property - location you want to default to. You can select one, or many!

Currency - Change to USD for US Properties

MORE -> Charges - Change to "Add Charges to Monthly Invoice"

Click Save and name your filter. 

Each time you log in, select your saved filter and hit search, you will now see all of your companies. 

 

 

NOTE:  You can create saved filters for companies, contract, members, and spaces.  There is no limit to the amount of saved filters you can have.  For example, you can create space filters for squads, meeting rooms, squads +10 desks, etc.