Guides Library

Clarity on migration, accounting & CRE.

Step-by-step walkthroughs for moving from Yardi, AppFolio, or Buildium. Deep dives into CAM, percentage rent, and investor reporting. Everything you need to run property management without the overhead.

Resources

Essential reading for property operators

Curated guides on migration, accounting workflows, and CRE operations.

Moving from Yardi Voyager to Valix in four days

Migration

8 min read

Moving from Yardi Voyager to Valix in four days

What to export, how to validate, and what happens on day one of your live environment.

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GL posting rules and atomic transactions explained

Accounting

6 min read

GL posting rules and atomic transactions explained

How Valix ensures every debit and credit is logged, auditable, and reversible without manual journal entries.

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CAM reconciliation, percentage rent, and tax escalation workflows

CRE Ops

10 min read

CAM reconciliation, percentage rent, and tax escalation workflows

Handling complex rent structures, sub-metering, and co-tenancy clauses without spreadsheets or manual calculations.

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Guides FAQ

Answers before you download.

Common questions about migration, data handling, and implementation. Each guide goes deeper into a specific topic.

How long does migration take?

Most operators go live in four days. We handle the export validation, chart of accounts mapping, and tenant data import. Your team verifies the live environment on day one.

What data can you import?

GL history, tenant ledgers, lease abstracts, and unit inventories from Yardi, AppFolio, Buildium, DoorLoop, RealPage, or custom exports. Our validation engine flags missing rent terms or broken lease dates before go-live.

Is my accounting data safe?

SOC 2 Type II certified. Every GL posting is atomic, logged, and reversible. We encrypt data at rest and in transit, with RBAC and audit trails for every action.

Can you handle our lease terms?

Our lease scanner reads PDFs and extracts rent escalations, CAM pass-throughs, percentage rent, and co-tenancy clauses with per-field confidence badges. Manual overrides are always available and logged.

What if we need custom reports?

The reporting engine supports K-1 waterfalls, consolidated financials, and investor dashboards. Custom GL roll-ups and entity hierarchies are built in — no additional fees for reporting customization.