Yardi Munis overview

Summary view of the Yardi Munis connection flow and available support

You can share your financial data from this integration using the Intelligent upload method. To do so, click the data sharing link you received via email to open the connection flow.

Next, select your accounting software from the list. Then, follow the on-screen instructions to run, download, and share reports. We summarized these steps below.

Upload your bills

Supported file formats: XLS, XLSX, CSV

1. In Munis, open Invoice Central (Financials → Accounts Payable → Invoice Inquiry and Reports → Invoice Central).
2. Set Invoice Date From to one year ago and Invoice Date To to today.
3. Click Search to generate the results.
4. Select the Excel icon in the ribbon to export.
5. Save the file to your computer.
6. Upload the file using the link provided to you.

Upload your suppliers

Supported file formats: XLS, XLSX, CSV

1. In Munis, open Vendor Central (Financials → Accounts Payable → Vendor Inquiry → Vendor Central).
2. Click Search to retrieve all active vendors.
3. Once the list appears, click the Excel icon in the ribbon.
4. Save the spreadsheet to your computer.
5. Upload the file using the link provided to you.

Upload your payments

Supported file formats: XLS, XLSX, CSV

1. In Munis, navigate to Cash Disbursements → Paid Invoice Report.
2. Set Check Date From to one year ago and Check Date To to today.
3. Click Accept to run the report.
4. When the results display, click the Excel icon to export.
5. Save the spreadsheet to your computer.
6. Upload the file using the link provided to you.

Upload your expenses

Supported file formats: XLS, XLSX, CSV

1. In Munis, open Expenditure Central (Financials → Purchasing → Expenditure Central).
2. Filter the view by setting Transaction Date From to one year ago.
3. Click Search to refresh the results.
4. Click the Excel icon in the ribbon to export the data.
5. Save the spreadsheet to your computer.
6. Upload the file using the link provided to you.