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.

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.

Learn what you should do in Breeze and RentCafe when you stop managing a property. We’ll go over inactivation procedures that will keep your books and records in order.

This class will guide you through our monthly tasks checklist to help you understand why we recommend completing steps in a particular order and ensure you don’t miss anything critical. We’ll touch on a couple of key reports that will help you ensure you don’t miss anything on the tenant ledger or forget to pay any invoices. We’ll compare company close to property close and explain why we think it’s so important to close the month on time. Additionally, we’ll talk about how to use the post transfer function at the end of the fiscal year to update your retained earnings GL account.

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 up.

Welcome to CommercialCafe, an online tenant portal for tenants to easily review their lease terms, pay rent, enter maintenance requests and submit retail sales figures. The class also covers how to use Site Manager to add users, invite your tenants to register and troubleshoot common errors.

Learn how to give high-net-worth and institutional investors easy access to documents and portfolio positions with a branded online portal. This class will show you how Yardi Investment Manager automates and streamlines document delivery, displays portfolio positions with an easy-to-use dashboard and delivers insights into potential opportunities in the pipeline. We’ll also review the setup and administration for managing investor access to the portal.

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 given reporting period.