Accounting Audit - AtlasToolkit

Source Workbook

Actual / Budget WorkbookiYardi - set a time range, select Active Properties, then Combine into one Excel sheet using the atlas_cf export. Save as .xlsx. This is the same workbook used on the Budget Machine tab.

Upload different file

Report Configuration

Suppress all-zero rows Per square foot

Square Footage File (optional)iOnly needed for per-square-foot metrics. A .csv/.xlsx lookup with a property column and a square-foot column. (Tell me your Yardi export steps and I'll put them here.)

Upload file

Property & Account Selection

Scan the source workbook first, then select the properties and accounts to include. Leave all unchecked to include everything.

Properties All / None

Scan workbook to load properties

Accounts All / None

Scan workbook to load accounts

Output

Output FolderiWhere the audit workbooks and logs are saved. Click Browse to pick any folder on your computer.

Progress

Starting...

Output Files