Below are the notable changes to the Procore + Yardi Voyager® integration.
Procore now allows you to import Yardi Voyager® jobs as sub jobs to a Procore project. This feature enables Yardi Voyager® users to group multiple Yardi Voyager® jobs within a single Procore project, making it easier to consolidate all transactions under one job and improve reporting. To enable this feature in your company accounts integrated with Yardi, reach out to your Procore point of contact. For more details, see Import Yardi Job as a Sub Job to a Procore Project.
Procore now enables Yardi Voyager® users to copy cost codes from project templates to Procore projects. Before applying a project template to a Procore project, Yardi Voyager® users must ensure that the cost codes in the template already exist in the Yardi Voyager® project. This feature reduces manual data entry, prevents integration errors, and ensures data consistency. It is automatically enabled for company accounts integrated with Yardi Voyager® and requires no additional setup. For more details, see Configure Settings: Company Level Work Breakdown Structure.
Direct costs imported from Yardi Voyager® Payables are split as subcontractor invoices for line items with contract IDs and as invoices for line items without contract IDs. This feature streamlines invoice processing, facilitates granular financial analysis, and reduces manual effort in invoice management. This feature is automatically enabled for company accounts integrated with Yardi Voyager® and requires no additional setup. For more details, see Things to Know about the Project Financials + Yardi Voyager® Connector.
Yardi Voyager® users can now import their jobs as sub jobs to a Procore project. This feature allows Yardi Voyager® users to group multiple Yardi jobs within a single Procore project, making it easier to consolidate all transactions under one job and improve reporting. To enable this beta feature in your company accounts integrated with Yardi Voyager®, reach out to your Procore point of contact. For more details, see Import Yardi Job as a Sub Job to a Procore Project.
Procore now enables you to export commitments with titles exceeding 30 characters to Yardi Voyager®. However, commitment titles exceeding 30 characters will be truncated in Yardi Voyager® during export. This enhancement provides improved clarity, detail, and context for commitment data within Yardi Voyager®. This feature is automatically enabled for company accounts integrated with Yardi Voyager® and requires no additional setup. To learn more, see Yardi Voyager® Detailed Data Mapping.
You can now send invoices to the Yardi Voyager® connector's Invoice Register instead of directly creating payables. This will now enable you to utilize Yardi Voyager® connector's Invoicing workflows, such as Payscans. Please reach out to your Procore point of contact to enable this functionality.
Procore has updated the Yardi Voyager® connector to incorporate Vendor Payment Terms, allowing for accurate due date calculation during the invoice export process. The invoicing feature now references the Yardi Voyager® connector's Vendor Payment Terms to set the correct due date on invoices synced to Yardi Voyager®, ensuring alignment with vendor-defined terms. Please reach out to your Procore Procore point of contact to enable this feature.
Procore has introduced a new Yardi Voyager® configuration option to suppress synced invoices from appearing in the Direct Costs tool. This new feature allows users to prevent duplication of invoice amounts between the Procore Invoice and Direct Costs tools.
Procore has updated payment processing for the Yardi Voyager® connector, allowing you to remove taxes from payments issued to prevent overpayment beyond Committed Amounts. Please reach out to your Procore point of contact to enable this feature.
Procore has improved the due date mapping for the custom commitment change order workflow, ensuring accurate synchronization with ERP custom fields. The custom workflow now maps the due date from ERP custom fields, while the non-custom flow maps it from the actual due date on the change order.
Integration users now have the option to export projects created in Bidding or Estimating tools with Yardi Voyager®. You must first reach out to your Integration Implementation Specialist or contact ERP support to enable this feature.
Integration users now have the option to sync Purchase Orders created in the Commitments tool with Yardi Voyager®. You must first reach out to your Integration Implementation Specialist or contact ERP support to enable this feature. This feature enhances the existing Commitment export capability by allowing for export of an additional contract type from that tool.
Integration users now have the option to filter out certain cost codes from the list that is imported into Procore upon cost code setup. This feature allows you to keep some cost codes for use in Yardi Voyager® only. Please contact your Procore point of contact to take advantage of this new functionality.
Additional payment details now carry over into Procore from payments issued in Yardi Voyager®, as well as retainage in payments issued. There is no action needed to take advantage of these new features. This feature enhancement is only available if invoice syncing is enabled with your integration.
For more information, see Yardi Voyager® Detailed Data Mapping.