Category:

Intermediate


All About The Owner Portal & App

Learn how to use the owner portal in Breeze and Breeze Premier to communicate with your property owners and receive payments from them. We will also cover how to set up your owners on the owner portal app.

Best Practices For Customizing Your Chart Of Accounts

The chart of accounts is the backbone of every financial report in Breeze and Breeze Premier. You’ll leave this session understanding how the chart of accounts is structured and what the most important settings on the GL account screen do, empowering you to customize it to meet your unique business needs.

Beyond The Basics: AP & AR Reporting

You’ll come away from this class with a deeper understanding of our powerful suite of AR and AP reports. You’ll learn which report to run to get the information you need, how the data is calculated, which reports are best for AR or AP tie-outs, and how you can troubleshoot if the numbers aren’t lining … Continued

Calculating & Reporting Canadian Taxes

Breeze Premier can automatically calculate Canadian federal, provincial and harmonized taxes as you enter transactions. This class will show you how to set up your properties, vendors and GL accounts for taxation. We’ll also review the owner tax report, which will show you how much tax was received or paid at each property in a … Continued

Closing the GAAP: Are You Audit Ready?

Accounting doesn’t have to be intimidating. In this session, we’ll break down the essential concepts that every property manager should understand to make informed decisions and communicate effectively with stakeholders. Whether you’re new to accounting or looking to sharpen your skills, this panel session will provide insights into staying compliant, financial reporting, and choosing the right … Continued

Create Correspondence Letters With Ease

This class is designed to help you better understand the tenant correspondence letter function, including how to generate notice, rent increase and lease renewal letters in Breeze and Breeze Premier. We will also review how to create and generate custom correspondence letters, a feature unique to Breeze Premier.