Yardi Breeze Premier CAM Reconciliation Setup Guide
How to configure CAM reconciliation, export data, and avoid common mistakes in Yardi Breeze Premier.
CAM Module
CAM Charges / Operating Expense Recovery
Module Navigation
From the main dashboard, go to Charges > CAM Charges. Breeze uses a simplified charge-based model rather than Voyager's recovery pool architecture. Select the property, then manage CAM charge templates under Settings > Charge Templates > CAM.
Recovery Pool Configuration
Breeze does not use formal recovery pools like Voyager. Instead, CAM is managed through charge templates that define which expense categories are recoverable. Under Settings > Charge Templates, create a CAM template and add expense line items. Each line maps to a GL expense category with an allocation method (pro-rata by SF, fixed, or percentage).
Charge Code Setup
Charge codes in Breeze are simplified. Go to Settings > Charge Codes and create entries for CAM, Tax, Insurance, etc. Each code links to a revenue GL account for billing and an expense tracking category. Breeze auto-generates monthly estimates based on the prior year's actuals divided by 12.
Export Procedure for CapVeri
Navigate to Reports > Financial Reports > General Ledger Detail. Set the date range to your fiscal year, filter by expense accounts, and click Download CSV. Alternatively, use Reports > CAM Reconciliation Summary for a pre-formatted reconciliation export. Both formats are compatible with CapVeri.
Common Mistakes to Avoid
Confusing Breeze's simplified CAM templates with Voyager's recovery pools — they work differently
Not updating charge templates when mid-year lease amendments change recoverable categories
Using the wrong allocation method (pro-rata vs. percentage) for different expense types
Failing to exclude management fees from CAM pools when the lease restricts them
Generating reconciliation statements before verifying all vendor invoices are posted for the year
How Yardi Breeze Premier Works with CapVeri
Export the GL Detail report or CAM Reconciliation Summary as CSV from Breeze. Upload to CapVeri for automated validation. CapVeri detects the Breeze CSV format and maps columns automatically. No manual column mapping required.
About Yardi Breeze Premier
Yardi Breeze Premier is designed for smaller portfolios (under 20 properties) that need commercial CAM tracking without Voyager's complexity. The simplified charge template model works well for straightforward NNN leases but can be limiting for complex multi-pool recoveries. Firms that outgrow Breeze's CAM capabilities typically upgrade to Voyager.
Related Resources
Validate Your Yardi Breeze Premier Exports
Export your GL data from Yardi Breeze Premier 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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