Apps

Accounting

Yardi Connector for Portfolio Financials


Yardi Connector for Portfolio Financials


With the integration for Yardi Voyager®, you can:


Exchange information between Yardi Voyager and Portfolio Financials


Reduce manual and duplicate data-entry and increase confidence in data integrity


Improve decision-making with access to the most up-to-date data available



Integration Summary

Exchange information between systems to provide your project team with access to data from a single source-of-truth.

Reduce manual and duplicate data-entry to increase confidence that data is free from unnecessary errors.

Improve decision-making with access to the most up-to-date data available. Streamline communication and information-sharing between your back-office and operational teams.

The integration for Yardi Voyager® includes these features:

Link projects to one (1) or multiple Yardi Voyager® jobs, enabling access to all accounting codes listed on your Yardi Job’s Interface Chart.

Overwrite and lock-down project budgets using Yardi Voyager® job total budgets, or leave budgets available for project teams to manage.

Choose between applying Yardi Voyager® accounting codes to your construction project’s contracts, change orders, and invoices or, for jobs not using the job cost plugin, apply codes from your pre-populated list.

Sync contracts, change orders, and invoices into Yardi in real time.

Receive nightly updates on actual spend related to your projects (Note: Updates occur around Midnight each night and cannot be scheduled).

Ensure competitive pricing by inviting vendors to bid and validate bidders against the imported Yardi Voyager® vendor list before syncing commitments into Yardi Voyager®.

Prior to syncing to Yardi Voyager®, manage approvals and coding reviews for contracts, bids, invoices, and change orders from the centralized ‘My Tasks’ page.

Compare contracts, change orders, and invoices in your project to the data in Yardi Voyager® job. Add missing records using the relevant records in Yardi Voyager®.

Integration Requirements
  • Required Software: Yardi Voyager® 7S or newer
  • All Integrations require: Core (Version 7.4), Interfaces (Version 14), Interfaces Vendors and Payables (Version 11)
  • Job Cost Integration requires: Job Cost (Version 7.4) and Interfaces Job Cost (Version 11)
Required Procore Tools
  • Portfolio Financials
Helpful Links

About the Yardi Voyager Integration

About Yardi Voyager

Yardi Voyager is a web-based, fully integrated end-to-end platform with mobile access for larger portfolios to manage operations, execute leasing, run analytics, and provide innovative resident, tenant, and investor services.

With a solution and best-of-breed product suite designed for every real estate market including commercial (office, retail, industrial), multifamily, affordable, senior, PHA and military housing, Voyager helps you meet all your property management and accounting needs using a single database to run your entire business.

Voyager automates workflows and provides system-wide transparency that enables you to work more productively and collaboratively than ever before. Using any browser and mobile device, Voyager gives you instant access to your data. And as a SaaS platform, Voyager frees you from managing your software — so you can focus on your business.

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