Category:

Intermediate

How To Create Monthly Report Packets

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Learn how to create monthly report packets in Breeze and Breeze Premier. This feature allows you to consolidate all your favourite reports into a PDF to email owners or send directly to the owner portal.

How To Use The Sharpest Tools In The Toolbox

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We’ll talk through the toolbox functions we use most often. Learn which rebuild functions, bulk actions, configuration functions, bank tools and update/delete actions can make troubleshooting a breeze.

Interpreting & Troubleshooting Financial Reports

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We’ll share common use cases for our most widely-used financial reports and explain how the data on those reports is calculated. We’ll also talk about how to troubleshoot by drilling into the data, cross-referencing reports and running rebuild functions.

Make Beginning Balances A Breeze

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Learn how to bring beginning balances into your Breeze or Breeze Premier platform. Whether you’re onboarding your next property or are new to the platform, this class will help you understand the tools and workflows available to you.

Management Fee Calculations (Breeze)

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Familiarize yourself with the standard management fee tool in Breeze. This feature lets you set up a percentage or flat rate per property to quickly calculate your commissions and create payables for your management company.

Managing & Tracking Delinquencies

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In this class, we’ll teach you which reports can supplement the delinquency report when you’re tracking your open AR. You’ll also learn how to troubleshoot the late fee function if it’s not pulling in the tenants or figures that you expect to see.

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