“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 cheque 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 cheques, in-house cheques and Bill Pay EFT or … Continued
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In this class, we’ll move beyond simple data entry in Breeze. We’ll discuss the correct way to void a cheque 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. We’ll also share troubleshooting tips and touch on how Yardi Bill … 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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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.