Connect Concur Expense to Yardi
With Deep Experience in Both
Assetsoft is an SAP Concur Partner listed on the Concur App Center, with years of hands-on Yardi experience. We build production-grade integrations between Concur Expense, Concur Travel, and Yardi Voyager for property managers, real estate investors, and commercial real estate holding companies across the United States, Canada, and Australia.
SAP Concur Partner l App Center Listed l Deep Yardi Experience
SAP
Concur Partner
2
Concur Modules Integrated
8-16
Week Typical Timeline
2012
Assetsoft Founded
At a glance
What is a Yardi-Concur Expense integration and who builds them?
A Yardi-Concur Expense integration connects SAP Concur Expense (the enterprise employee expense and corporate card management platform) with Yardi Voyager (the property management and accounting platform) so that approved expense reports and corporate card transactions captured in Concur flow automatically into Yardi as AP journal entries, property-level expense postings, and employee reimbursement records. A properly built integration eliminates manual re-entry, accelerates reimbursement cycles, and provides audit-ready expense documentation linked to Yardi property accounting.
Assetsoft is an SAP Concur Partner, named as the implementation consulting provider on the SAP Concur App Center listing for Expense Connect, the real-estate-industry solution connecting Concur Expense to property management ERPs including Yardi Voyager. This is a public designation by SAP Concur, verifiable on concur.com. Assetsoft was founded in 2012 by a leader with 25+ years of real estate technology experience, and our Yardi practice runs across Voyager, Breeze, Investment Suite, and the Yardi API. Combined with live production integrations at firms like Kairos Investment Management ($4.2B real estate investment manager) and Encore Enterprises ($3.7B commercial real estate holding company), Assetsoft brings the dual-domain depth this integration requires practical working knowledge of both platforms, built from years of hands-on client delivery., built from years of hands-on client delivery., built from years of hands-on client delivery., built from years of hands-on client delivery., built from years of hands-on client delivery., built from years of hands-on client delivery.
What We Integrate
The Concur Modules We ConnecttoYardi Voyager
Our Yardi-Concur integration focuses on employee-initiated expense and travel spend, the areas where Concur and Yardi work best together without overlapping Yardi's native P2P capabilities.
Concur Expense
Employee Reimbursement & Corporate CardsEmployees capture expenses on the Concur mobile app, corporate cards feed transactions automatically through Amex, Visa, and Mastercard, approvals route through managers, then approved expenses flow into Yardi Voyager as AP postings mapped to the right GL accounts, properties, and entities.
Concur Travel
Business Travel & Itinerary ManagementBusiness travel is booked through Concur Travel with policy controls, traveler support, and integration with travel management partners. Travel expenses flow through Concur Expense and into Yardi with the same GL and property-level mapping as other employee expenses.
What we do not integrate: Concur Invoice
We do not integrate Concur Invoice with Yardi. Yardi Procure to Pay is Yardi's native invoice and AP automation solution, purpose-built for the Yardi environment with direct integration into Voyager workflows. For Yardi clients who need invoice capture, approval workflows, and AP automation, Yardi Procure to Pay is the right solution and Assetsoft can support its implementation directly.
Real Estate Specific Capabilities
Built for the Complex Accounting Real Estate Firms Actually Face
Real estate accounting has specific complexity that requires purpose-built integration design. These are the capabilities we build in as standard.
Multi-property & multi-entity distribution
Distribute expenses to multiple properties and legal entities, even when the corporate office pays the expense. Route transactions to the correct Yardi entity based on cost object mapping, with property-level cost attribution and entity-specific posting rules.
Inter-company transactions
Handle expenses that span multiple legal entities with proper inter-company allocation logic. Post the gross expense to the paying entity and create the intercompany receivable/payable entries in Yardi without manual reconciliation.
Credit card: bank or vendor configuration
Concur corporate card transactions can be integrated to Yardi two ways — as bank account transactions or as vendor AP invoices. We design which pattern fits your accounting model, not a one-size-fits-all default.
Corporate card distribution by property
Distribute corporate credit card statements by property and expense account, so a single monthly Amex statement splits automatically across multiple Yardi properties and GL accounts based on how each transaction was coded in Concur.
Payroll reimbursement with Yardi accounting
Initiate employee expense reimbursement via payroll while simultaneously making the accounting entry in Yardi — so employees are paid through payroll and the expense lands against the correct GL account, property, and entity without manual re-entry.
Real-time data flow
Near real-time data sync between Concur and Yardi using the Concur Financial Integration Service, with logs, error handling, and reconciliation reporting. Avoid data mismatch and integrity issues without replacing your core systems.
Live Production Clients
Real Yardi-Concur Integrations Running Today
Two of our Yardi-Concur Expense integration clients, both in active production use. Each is a substantial real estate firm with complex multi-property, multi-entity accounting needs.
Kairos Investment Management
Kairos Investment Management Company is a disciplined lower middle market real estate investment firm with a 29-year average investment experience across their team. Multifamily and commercial focus with value-add, redevelopment, and distressed asset strategies across the United States.
Concur Expense to Yardi Voyager with property-level expense distribution, corporate card statement splitting across the multifamily portfolio, and multi-entity routing across Kairos operating companies.
Encore Enterprises
Encore Enterprises is a Dallas-based commercial real estate and alternative investment holding company with 25+ years of operating history. Business divisions span multifamily, retail, hospitality, medical, dental, restaurants, and construction — an unusually complex multi-division, multi-entity structure.
Concur Expense to Yardi Voyager supporting inter-company transactions across Encore's business divisions, multi-entity expense routing, corporate card distribution by property and division, and payroll-based employee reimbursement with Yardi accounting.
The Mapping Layer
What Maps to What Between Concur &Yardi
The single biggest driver of Yardi-Concur integration success is clean, well-designed mapping between Concur objects and Yardi records. Here is what we map, and why it matters.
| Concur Object | Maps to Yardi | Why it matters |
|---|---|---|
| Expense Category | GL Account | Every expense category in Concur must resolve to a specific Yardi GL account. Unmapped categories cause postings to fail or land in a suspense account. |
| Cost Object / Project Code | Property, Unit, or Entity | Concur cost objects map to Yardi properties or entities. Gets the expense to the right P&L and property-level reporting. |
| Entity Code | Yardi Entity database | Multi-entity operators need Concur entity codes to route transactions to the correct Yardi entity — essential for intercompany and regulatory separation. |
| Employee | Yardi Vendor or Employee Record | Reimbursable expenses require the employee to exist in Yardi for payment processing and tracking. |
| Approval Status | Yardi AP Posting Rules | Only fully approved expenses should post to Yardi. Partial approvals, rejections, and recalls must be handled clearly without dangling records. |
| Currency | Yardi Multi-Currency Setup | For international operators, Concur foreign-currency expenses must translate to Yardi base currency using defined exchange rate rules. |
| Tax Codes (GST, HST, PST) | Yardi Tax Configuration | Canadian GST/HST/PST and Australian GST tax codes on Concur expenses must map correctly to Yardi tax fields for recoverable tax reporting. |
| Corporate Card Transaction | Yardi AP / Property Distribution | Card statements distributed by property and expense account so a single card feed splits across the portfolio automatically. |
| Attachments (Receipts) | Yardi Document Management | Compliance and audit-readiness requires receipts to follow the transaction into Yardi as attachments or document links. |
| Inter-company Allocations | Yardi Intercompany Entries | Expenses spanning multiple entities create intercompany receivable/payable entries automatically, eliminating manual reconciliation. |
Engagement Process
How a Yardi-Concur Integration Gets Built
A phased methodology designed around the specific risks of this integration chart of accounts mapping, multi-entity routing, and month-end reconciliation. Typical timeline is eight to sixteen weeks.
Discovery & Design
Review Yardi and Concur configurations, document mapping, design integration architecture.
Master Data Sync
Build Chart of Accounts, entities, properties, and employee mapping tables. Validate with finance team.
Build & Test
Configure Financial Integration Service, build mapping layer, run in sandbox with real test data.
Parallel Run
Run integration in parallel with existing manual process. Reconcile differences daily.
Go-Live & Hypercare
Cut over, monitor daily for 30 days, transition to steady-state managed service or internal ownership.
Regional Coverage
Yardi-Concur Integration Across Three Continents
Every region has its own tax, compliance, and banking patterns. We build Yardi-Concur integrations designed for where you operate not retrofitted afterward.
United States
Yardi-Concur • USAYardi-Concur Expense integrations for US multifamily, commercial, affordable housing, senior living, and real estate investment firms. Live clients include Kairos Investment Management and Encore Enterprises.
US state tax, ACH payment workflows, and Amex/Visa/Mastercard corporate card feeds designed in from day one.
Canada
Yardi-Concur • CanadaHome market. Yardi-Concur integrations for Canadian REITs, property managers, and real estate investment firms. Full GST/HST/PST recoverable tax handling and bilingual approval workflows.
Canadian banking integration, CRA reporting, and Canadian expense policy patterns. Headquartered in Markham, Ontario.
Australia & New Zealand
Yardi-Concur • APACYardi-Concur integrations for Australian REITs, commercial operators, and BTR/multifamily firms. Australian GST, BAS reporting, multi-currency AUD/NZD/USD, and regional banking patterns.
APAC delivery with regional engagement managers. Experience with ANZ credit card feeds and Concur's APAC-specific configurations.
Yardi-Concur Questions, Answered
Frequently AskedYardi-Concur Integration Questions
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Whether you are planning a new Yardi-Concur Expense integration, remediating one that is not working, or expanding an existing integration to include Concur Travel
