Optimizing Yardi with Custom Account Trees

If you’re using Yardi for property or asset management, you already know how important clear, accurate financial reporting is. But what happens when the default chart of accounts doesn’t give you the insights you need? That’s where custom account trees come into play.

Custom account trees let you reorganize and present your financial data in a way that aligns with how your business actually operates. They don’t change your underlying general ledger data. Instead, they reshape how that data is grouped and displayed in reports. And when done right, they can make your financials far more meaningful to owners, executives, and other stakeholders.

Why Custom Account Trees Matter

Custom account trees can help you:

• Deliver tailored financial reports to different audiences

• Standardize rollups across portfolios

• Create focused views for budgeting, forecasting, or performance reviews

• Group data by business unit, region, or department without altering your GL structure

They are especially powerful for organizations managing complex portfolios or reporting to diverse ownership groups. Whether you need to streamline internal reporting or meet external expectations, custom account trees can provide the flexibility you’re missing.

A Strategic Tool That Requires Strategic Setup

While Yardi offers the functionality to build these trees, designing them effectively takes more than just clicking through setup screens. You need to understand your reporting goals, map accounts properly, and ensure consistency across properties and reports. A poorly structured account tree can create more confusion than clarity.

That’s where we come in.

At BC Solutions, we work with clients every day to design and implement custom account trees that fit their business, not just their software. We’ll partner with you to understand your operational needs, then build and apply the right structure so your reporting works better, not harder.

Ready to Improve Your Reporting?

If you’re relying on the default chart or manually adjusting reports in Excel, there’s a better way. Let’s talk about how custom account trees can help you get clearer, cleaner, and more strategic financial reports in Yardi. Contact us today to get started!