Entrata

Entrata Commercial CAM Reconciliation Setup Guide

How to configure CAM reconciliation, export data, and avoid common mistakes in Entrata Commercial.

CAM Module

Commercial Recovery Management / CAM Billing

Module Navigation

Navigate to Commercial > Recovery Management from the main menu. Select the property and recovery period. Entrata's commercial module is separate from its residential platform. For setup, go to Administration > Commercial Settings > Recovery Configuration.

Recovery Pool Configuration

Under Recovery Configuration > Pool Setup, create recovery pools by assigning GL expense accounts. Each pool has: allocation basis (rentable SF, usable SF, custom), gross-up settings with occupancy threshold, and optional year-over-year cap configuration. Entrata supports both 'base year stop' and 'expense stop' lease structures with per-pool stop settings.

Charge Code Setup

Under Commercial Settings > Charge Codes, create codes for each recovery type. Link charge codes to recovery pools and set billing parameters. Entrata's 'Estimate Engine' auto-calculates monthly estimates from budget or prior-year data. Each charge code can have tenant-level overrides for custom share percentages, fixed amounts, or lease-specific exclusions.

Export Procedure for CapVeri

Go to Reports > Financial > General Ledger Detail. Filter by property, date range, and account category. Export to CSV or Excel using the Download button. For reconciliation output, use Reports > Commercial > Recovery Reconciliation Report, which shows pool-level actual vs. estimated with tenant shares. Both formats are compatible with CapVeri.

Common Mistakes to Avoid

1

Not configuring 'base year stop' or 'expense stop' correctly for each lease — wrong stop amounts cause significant over/under-billing

2

Failing to separate residential and commercial GL accounts in mixed-use properties using Entrata for both

3

Not running the 'Actual Expense Sync' process before generating reconciliation, causing the module to use stale data

4

Misconfiguring the gross-up occupancy threshold — Entrata defaults to 95%, which may not match your lease terms

5

Using the residential CAM features instead of the Commercial Recovery Management module for commercial leases

How Entrata Commercial Works with CapVeri

Export the GL Detail or Recovery Reconciliation Report as CSV from Entrata. Upload to CapVeri for independent validation. CapVeri auto-detects Entrata's export format and maps columns automatically. For properties with complex stop structures, CapVeri will verify stop calculations against your lease terms.

About Entrata Commercial

Entrata is primarily known for multifamily but has expanded into commercial with dedicated Recovery Management. The commercial module is relatively new and best suited for firms managing mixed residential/commercial portfolios on a single platform. Native support for base year stops and expense stops is a differentiator. Firms with pure commercial portfolios typically prefer Yardi or MRI for their deeper commercial feature sets.

Validate Your Entrata Commercial Exports

Export your GL data from Entrata Commercial as CSV. Upload to CapVeri for automated CAM reconciliation validation — catch gross-up errors, cap violations, and allocation mistakes before tenants find them.

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