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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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Learn what you should do in Breeze and RentCafe when you stop managing a property. We’ll go over inactivation procedures that will keep your books and records in order.
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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
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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
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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
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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