New Project
Capture a project when it’s approved. Invoices are billed against it over time, and the app tracks expected vs. billed fees.
Projects
Every approved project and how much of its fee has been billed — your receivables pipeline.
| Project # | Property | Supervisor | Description | Status | Contract | Expected Fee | Billed | Remaining | Draws | Lien Waiver |
|---|
New CM Fee Invoice
Enter the invoice once — the tool generates the invoice number, the printable invoice, and the receivable for accounting.
| Vendor | Description | Invoice $ | CMF % | Fee | |
|---|---|---|---|---|---|
| Balance Due (Total CM Fee) | $0.00 | ||||
Invoices
Every CM fee invoice across all supervisors — and whether each one has been posted to Yardi as a cross-entity transaction.
| Invoice # | Date | Property | Project | Supervisor | CM Fee | In Yardi? |
|---|
Reports
Billed CM fees and how many have been posted to Yardi as cross-entity transactions.
| Supervisor | Billed | Not in Yardi |
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| Property | Billed | Not in Yardi |
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Accounting Export — Cross-Entity Batch
Charge posts to billing entity 90-100; the payable posts to the property. One row per invoice. By default this includes only fees not yet in Yardi. Download & record a batch, import it, then confirm whether it took.
After importing a downloaded batch into Yardi, confirm whether it succeeded. Confirming marks every invoice in that batch Posted.
| Batch | Created | By | Invoices | Amount | Status |
|---|
Entity Mapping
Per-property cross-entity codes used by the batch. In Yardi? — uncheck for externally-managed properties not in RAM's Yardi; their CM fees drop out of the cross-entity batch and are tracked/handled manually on the Tracker. Charge To is the property's t-code on entity 90-100; Account is the property payable GL expense account (default 8965-0000). Edits save automatically.
| Code | Property | Client | In Yardi? | Charge To (t-code) | Account |
|---|
Property Master
The authoritative property list. Projects and invoices pull property code and address from here. Upload a fresh Yardi export to refresh it.
Sets each property's Construction Management fee % and agreement notes. Matched by property code; kept separate from the Yardi export above.
| Code | Name | City | ST | Units | Client | Region | CM Fee |
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Users
Each supervisor gets their own login. Invoices are stamped with whoever is signed in.
| Name | Username | Role | Status |
|---|
Directory & Notifications
Email addresses for VPs, AVPs and EVPs. When a project is created, the app emails the property’s VP/AVP/EVP (CC the director). Names come from the property master; match them to emails here.
| Name | Role | Status |
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Audit Log
Every significant action — payments, voids, rate changes, role changes, imports — with who did it and when. Newest first.
| When | User | Action | Record | Details |
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Delete Requests
Supervisors can't delete directly — they request it here. Approve to perform the deletion, or deny to keep the record.
| Requested | By | Type | Record | Details | Reason |
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