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.

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 cheque payments. We’ll also share troubleshooting tips and touch on how Yardi Bill Pay and Yardi Smart AP can enhance your AP workflows by adding efficiencies and freeing you up for more high-value tasks.

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 Pay can enhance your AP workflows.

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 and how to clean them up, and we’ll teach you to use the update transaction date tool to minimize how often you need to delete or reverse transactions.

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.

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.

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.

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.