Bank Permissions Setup for Yardi

To be able to use LeapAP with Yardi, certain configuration and permissions changes relating to bank accounts must be completed within Yardi.

The following steps must be completed to sync the bank accounts from Yardi to LeapAP: 

1. Navigate to “Review Interface Vendors”.
   
   
2. Select the profile for LeapAP/CondoWorks. 
   
   
3. On this page, please check-off the box next to the bank account to grant access to LeapAP. 
   Please note that new bank accounts added to YARDI will have this box unchecked by default.