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If you regularly pay invoices by credit card, this session is for you. The credit card payables function assists you in keeping accurate AP reports while minimizing time-consuming data entry. Learn how to set it up and see how the process works from entering the original vendor payable through to paying off your credit card … Continued
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Participants will gain a deeper understanding of the CRM queue in Breeze Premier including prerequisites, setup, how to add and manage activities and run activity reports. We’ll show you how to set up and customize follow-up schedules, as well as how to manage prospect activity through both the queue and calendar.
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Learn to create an annual budget for your properties in Breeze and Breeze Premier. After you build a budget, you can use our color-coded budget comparison report to view your budget and actual amounts side-by-side, which makes tracking your financial goals simple and easy.
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Participants in this class will learn how to set up retail breakpoints on a tenant, record retail sales data and calculate and charge tenants for retail.
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This class will show you how easy it is to invite your condo or association homeowners to register for CondoCafe. We’ll also give you a tour of the CondoCafe portal including how homeowners can make payments, submit maintenance requests, store important documents and more.
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We’ll go through the process of using Breeze and Breeze Premier to easily communicate with tenants, prospects, owners and vendors. You’ll come away with a better sense of how to use email templates and text messaging to automate tedious tasks and gain time back in your day.
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Learn to leverage Breeze Premier’s flexible invoice approval workflow. Specify multiple steps and route invoices to different people based on amount. This class will teach you the options you have, walk you through the simple setup and help you understand what the workflow will look like once completed.
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Learn how to create monthly report packets in Breeze and Breeze Premier. This feature allows you to consolidate all your favorite reports into a PDF to email owners or send directly to the owner portal.