Regarding approving PO’s in Yardi, you will first get an email notification from Yardi informing you that you have items that required your approval.  PO’s can be approved one at a time by selecting the Next Step = Approved on each PO, using the Purchasing> Review PO option from the Community Manager Dashboard.

However, SMP Yardi Support recommends using the PO Approval Dashboard for bulk approvals, see below.  Purchasing> PO Approval Dashboard.  Change the Object Type to Purchase Order then filter for your Property or Properties and use the rest of the filter options as needed.  You can use the Next Step selection and the Set All option to move POs through the workflow in a bulk fashion.

Please note you can multi-select POs to move through the workflow all the way to the right of the grid.

There is also the PO Dashboard which is more informational:  Community Manager Dashboard, Purchasing> PO Dashboard.  The PO approval Dashboard is to be used as a workflow Dashboard.  Please note, under Functions on the PO Dashboard there is PO Analytics.

To approve payables in Yardi, from the Community Manager Dashboard, Payables> Commit Payments.  Enter your property bank code in the Bank Filter and click Display.  Select the payable you want to approve in the Approve column and click Commit button.

Please note, there are several filed that you can drill into on the grid.  To review the payable drill into the Invoice number, to see the Payee click on the name in the Payee Column.  You also have a Report button that should be used for record keeping purposes.

Any issues with approving selected payables will trigger a note in the Exceptions tab.

Once payables are approved they will then appear in the Process Payments screen for accounting to cut the check.