I moved our 310k SF mixed‑use portfolio to Yardi Advanced CAM this year, tied monthly accruals to closed work orders, and year‑end true‑ups went out with only two disputes versus 14 last year. Anyone running a leaner setup that still lets tenants preview estimates and see backup by GL line without exposing the whole ledger?
But > a ‘CAM pool’ view; preview lags daily. We do the same but pushed leaner: a small SQL staging table with GL-only totals, SSRS batches per-tenant PDFs via Yardi Correspondence Manager, and links surface in CommercialCafe so tenants preview estimates and open WO/vendor PDFs by GL without touching the ledger. Caveat: it’s nightly, not real-time, but disputes dropped once we auto-tagged WO docs to GL via category rules — @OP want the SQL view columns we used?
What’s worked for us is publishing a “CAM estimate summary” PDF to the Tenant Portal and only surfacing invoice images tagged to an attachment category like “Tenant CAM Backup,” so tenants get GL totals + backup while ledger rights stay off; we auto-tag AP images nightly for CAM-eligible GLs. Small caveat: normalize expense codes across sites or your rollups won’t tie; @chen16 did you centralize the images or leave them in AP?
Quick tip: we used the Alt Account field in Yardi to create tenant-safe bucket names, then a simple Correspondence merge pulls Advanced CAM estimates by bucket and publishes a one‑pager to RentCafe Commercial; invoice images flow only if tagged “Tenant CAM Backup.” Small caveat: you’ve got to keep the Alt Account mapping consistent across properties. @oliverjohnson62, have you tried Alt Account for this instead of a staging table?
I’ve had luck building an Account Tree (CAM_Public) and running a stripped Financial Statement off it, scheduled to the Tenant Portal nightly; with Document Security by Lease on and invoice PDFs tagged “Recoverable,” tenants see per-account detail + backup without touching the rest of the book. , permissions are fiddly, and we only refresh nightly — if you need closer to live “preview estimates,” a tiny RLS view feeding a paginated report behind the portal works. @OP, do you want them seeing accruals tied to open work orders or only posted invoices?
Instead of maintaining another tree, we embedded a simple Power BI page in the portal that shows account‑group subtotals and redacted invoice PDFs — like giving them the menu, not the kitchen — using row‑level security to lock it to the lease (Row-level security (RLS) with Power BI - Microsoft Fabric | Microsoft Learn). Only gotcha: we auto‑copy approved invoice images to a tenant‑safe SharePoint library nightly so no one can backdoor the register. Would your IT be okay with a lightweight embed like that, or do you need to keep it 100% inside Yardi?