Category:

Intermediate


How To Use The Sharpest Tools In The Toolbox

We’ll talk through the toolbox functions we use most often. Learn which rebuild functions, bulk actions, configuration functions, bank tools and update/delete actions can make troubleshooting a breeze.

Interpreting & Troubleshooting Financial Reports

We’ll share common use cases for our most widely-used financial reports and explain how the data on those reports is calculated. We’ll also talk about how to troubleshoot by drilling into the data, cross-referencing reports and running rebuild functions.

Let’s Make 1099s Easy Breezy

Take the stress out of your next tax season by following the 1099 best practice steps laid out in this class. Find out what taxpayer information you’ll need to set up owners, vendors and GL accounts. Learn how Breeze and Breeze Premier calculates the totals you see on your vendor and owner 1099s and how … Continued

Make Beginning Balances A Breeze

Learn how to bring beginning balances into your Breeze or Breeze Premier platform. Whether you’re onboarding your next property or are new to the platform, this class will help you understand the tools and workflows available to you.

Management Fee Calculations (Breeze)

Familiarize yourself with the standard management fee tool in Breeze. This feature lets you set up a percentage or flat rate per property to quickly calculate your commissions and create payables for your management company.