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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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This class is designed to help you better understand the tenant correspondence letter function, including how to generate notice, rent increase and lease renewal letters in Breeze and Breeze Premier. We will also review how to create and generate custom correspondence letters, a feature unique to Breeze Premier.
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Participants will gain a deeper understanding of the CRM queue in Breeze Premier including prerequisites, setup, how to add and manage activities and run activity reports. We’ll show you how to set up and customize follow-up schedules, as well as how to manage prospect activity through both the queue and calendar.
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Learn to create an annual budget for your properties in Breeze and Breeze Premier. After you build a budget, you can use our colour-coded budget comparison report to view your budget and actual amounts side-by-side, which makes tracking your financial goals simple and easy.
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Participants in this class will learn how to set up retail breakpoints on a tenant, record retail sales data and calculate and charge tenants for retail.
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This class will show you how easy it is to invite your condo or association homeowners to register for CondoCafe. We’ll also give you a tour of the CondoCafe portal including how homeowners can make payments, submit maintenance requests, store important documents and more.
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We’ll go through the process of using Breeze and Breeze Premier to easily communicate with tenants, prospects, owners and vendors. You’ll come away with a better sense of how to use email templates and text messaging to automate tedious tasks and gain time back in your day.
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Learn to leverage Breeze Premier’s flexible invoice approval workflow. Specify multiple steps and route invoices to different people based on amount. This class will teach you the options you have, walk you through the simple setup and help you understand what the workflow will look like once completed.