“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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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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Become familiar with the setup fundamentals required for commercial lease administration in Breeze Premier. Explore how easy it is to set up lease clauses and options, generate a lease abstract and run relevant reports.
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Take advantage of Breeze Premier’s built-in rent control functionality. Clients in Ontario and British Columbia can use Breeze Premier to calculate rent increases, issue rent increase notices and generate notices of eviction. This class will show you how to set up, use and troubleshoot these features.
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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.
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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