Preliminary expense type

A preliminary expense type is an expense type that may be used as the default location for an invoice submitted to Yardi without an Expense Type. The Yardi API can automatically set the invoice’s Expense Type to Preliminary, but only if that expense type has been set up. Users can check this expense type as an initial troubleshooting step when trying to locate the invoice or invoice register.

A multifamily property sends an invoice from PredictAP to Yardi, but the invoice is submitted without an Expense Type. Instead of appearing under the expected expense type, it may be found under Preliminary, so the AP team checks that expense type first while troubleshooting.

For operations leaders and AP teams, knowing about the Preliminary expense type helps explain where an invoice may be located when it was submitted without an Expense Type. Checking Preliminary can be a practical first step when an invoice or invoice register is not appearing where expected.