This announcement represents a single point in time. Future releases may impact the information below.
Feature Announced: November 7, 2022 / Feature Released: November 14, 2022
Release Retention on a Commitment Payment application in Procore with the Project Financials + Yardi Voyager® Connector
With retention release support for the Project Financials + Yardi Voyager® Connector, users can initiate retention release from Procore and the retention release transactions will be automatically created in Yardi Voyager®.
Why is this important?
Yardi Voyager® users were previously required to release retention on Commitment payment applications from within Yardi Voyager®. For that retention release in Yardi Voyager® to also be reflected in Procore, users then had to enter it in Procore as well. With the release of this new feature, double entry will no longer be necessary to accomplish release of retention in both platforms.
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