“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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This class covers the self storage delinquency and auction processes in Breeze Premier. Learn how to set up delinquency fees/schedules and complete delinquency processing. We will also walk through the auction manager to process units that are up for auction.
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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.
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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.