“Grow” Your Account Trees For Unique Audiences
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In Breeze Premier, financial reports “grow” from account trees. We’ll show you how easy it is to customize account trees to meet the reporting requirements of different audiences.
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In Breeze Premier, financial reports “grow” from account trees. We’ll show you how easy it is to customize account trees to meet the reporting requirements of different audiences.
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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
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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
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Get familiar with the advanced management fee function in Breeze Premier. Learn how to set up fee pools, which enable you to calculate your commissions at different percentages based on income type within a single property. You’ll also learn how to use the management fee function to preview and post your fees each month.
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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.
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In this class, we’ll show you how to use the import data tool to properly format your data and import it into Breeze or Breeze Premier.
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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
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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