Category:

Basic


Accounts Payable Rundown (Breeze Premier)

In this class, we’ll move beyond simple data entry in Breeze Premier. We’ll discuss the correct way to void a check and how to clean up partially paid payables you don’t intend to pay. We’ll talk in depth about the different ways to pay payables including manual checks, in-house checks, and Bill Pay EFT or … Continued

Accounts Payable Rundown (Breeze)

In this class, we’ll move beyond simple data entry in Breeze. We’ll discuss the correct way to void a check and how to clean up partially paid payables you don’t intend to pay. We’ll talk in depth about the different ways to pay payables. We’ll also share troubleshooting tips, such as how to correct a … Continued

Accounts Receivable Rundown (Breeze Premier)

This session will cover many common accounts receivable tasks in Breeze Premier. You’ll learn how to correct or write off partially paid charges on a tenant ledger and how to refund a tenant for an overpayment. We’ll also cover how to correctly NSF a receipt. We’ll show you how to locate unapplied credits or prepayments … Continued

Best Practices For Month & Year End

This class will guide you through our monthly tasks checklist to help you understand why we recommend completing steps in a particular order and ensure you don’t miss anything critical. We’ll touch on a couple of key reports that will help you ensure you don’t miss anything on the tenant ledger or forget to pay … Continued

Boost Engagement With CommercialCafe Tenant Portal

Welcome to CommercialCafe, an online tenant portal for tenants to easily review their lease terms, pay rent, enter maintenance requests and submit retail sales figures. The class also covers how to use Site Manager to add users, invite your tenants to register and troubleshoot common errors.

Boost Your Investment Strategy With Yardi Investment Manager

Learn how to give high-net-worth and institutional investors easy access to documents and portfolio positions with a branded online portal. This class will show you how Yardi Investment Manager automates and streamlines document delivery, displays portfolio positions with an easy-to-use dashboard and delivers insights into potential opportunities in the pipeline. We’ll also review the setup … Continued

Configuring Electronic Payments From Residents & Tenants

Learn how easy it is to set up online payments for your properties (and why you should!). There are a few key steps to setting up your Breeze or Breeze Premier environment for payment processing, but you can be up and running in no time.

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