Gelbgroup Academy

Get your certified Yardi admin superpower

What is Gelbgroup Academy?

Gelbgroup Academy goes beyond a typical Yardi training program and is the industry’s preferred exam-based certification for developing or recruiting Yardi administrators. The Academy creates certified Yardi experts on your team who can design, configure, and implement your Yardi environment.

Our Yardi subject matter experts developed robust certification programs in System Administration, Accounting, Residential, Commercial, Development, and Affordable Housing.

Who should enroll in Gelbgroup Academy Certification?

The most common story Gelbgroup Academy learners have shared is how they “just fell into the Yardi admin role” for their company. While there is ample training for Yardi end users, administrators have been left to learn on the job or by trial-and-error.

There was no formal and structured support for them. Until now…

If you’re an aspiring administrator with Yardi user experience, get ready to learn how to successfully support, manage, and administer a Voyager environment.

If you’ve been a Yardi Voyager administrator for a few years and have hit the ceiling on what you can learn on your own, it’s time to upskill so you can stop outsourcing complex projects.

If you are a portfolio manager, corporate accountant, an IT professional, real estate or property management executive, you can become fluent in Yardi to better collaborate with your team.

[The Gelbgroup Academy] really helped me understand the set-up of Yardi and the “why”, as well as the potential of the application. I got a tremendous amount of value out of every single session, even topics I was already pretty familiar with. The content helped me better understand the underlying data at hand and, maybe more importantly, the meaningful connections to other data. While there is much more to learn, this improved understanding has greatly assisted me in doing my job more effectively and efficiently. I look forward to additional course offerings!

Lindsay W.

Conifer Realty

Gelbgroup Academy A La Carte

GROUPS, PERMISSIONS, & OBJECT SECURITY

Join us to explore the relationship between security groups and permissions, how groups are used to improve security within your organization, and best practices to achieve proper segregation of duties among employees.

BUILDING MENUS & CONFIGURING USERS

Learn how to configure and customize Voyager menus for maximum efficiency within your organization. Discover how to manage user logins with ease, leveraging user templates for consistent and accurate user configurations.

CUSTOM ACCOUNT TREES

Let’s unveil the powerful potential of custom account trees! These valuable tools allow alternative reporting representations of the general ledger without modifying the existing chart of accounts.

CHART OF ACCOUNTS, CHARGE CODES, & ADJUSTING TRANSACTIONS

Learn expert strategies for designing and configuring an optimized chart of accounts and corresponding charge codes. Understand the nuances of various types of adjusting transactions (reversals, re-applies, etc.) and how they impact the subledgers and general ledger.

AFFILIATED TRANSACTIONS

If your organization processes intercompany activity, this course is a must. Learn the similarities and differences between intercompany and cross entity transactions, and how these complex functions maintain the integrity of your multi-entity transactions.

CUSTOM LISTS & ADMINISTRATOR TOOLBOX

We’ll configure various types of custom lists and drop-down fields to personalize your organization’s Voyager environment. We’ll also dive deep into many incredibly useful (and sometimes underutilized) data maintenance and troubleshooting functions in the Admin Toolbox.

CUSTOM CORRESPONDENCE REPORTING

If you’re still generating bulk letters and notifications using MS Word, it’s time to up your game. Learn to use this powerful mail merge tool in Voyager and drastically streamline your day-to-day correspondence tasks. This tool can be configured by non-developers and developers alike; no SQL or programming knowledge is required.

MASTERING ATTRIBUTES

Attributes can be used to classify properties, but that’s just the beginning. Learn how to set up attributes effectively, providing your organization with a whole new spectrum of reporting capabilities. We’ll also teach you several ways to take advantage of Dynamic Property Lists – maintaining property lists has never been this easy!

What people are saying…about the Gelbgroup Academy

This is what empowered clients look like.

Play Video about stacey mccuen gelbgroup academy student

Stacy McCuen, Grubb Properties

Contact Us

academy@gelbgroup.com or +1 312.767.1995

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