This class covers the system administration aspects of Breeze and Breeze Premier. We’ll help you save time by automating tasks and generating reports that let you view and monitor activity within your database.

Learn about the key differences between Breeze and Breeze Premier, how upgrading might benefit your business and the process for making the switch (hint, it’s easy). We’ve distilled it down to the top five reasons clients choose to upgrade.

This session will cover many common accounts receivable tasks in Breeze. 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 and how to create bank deposits. 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.

This class covers the prospect life cycle in Breeze Premier: adding a new prospect, entering their personal information, triggering screening, adding leasing specials and eventually choosing to either schedule their move-in or decline them as a tenant.

This class covers the prospect life cycle in Breeze: adding a new prospect, entering their personal information, triggering screening and eventually choosing to either schedule their move-in or decline them as a tenant.

Learn about the more advanced maintenance request features available in Breeze Premier, including how to charge commission or administrative fees for maintenance requests.

Streamline your bank reconciliation process with the new Bank Transaction Feed feature. In this class, you’ll learn how Breeze Premier automatically imports daily bank activity, matches it to your existing transactions and identifies anything that needs your review. We’ll walk through how to resolve unmatched items and manually add transactions when needed.

This class provides an overview of Yardi Bill Pay, our AP payment settlement service available for both Breeze and Breeze Premier clients. We’ll cover what Bill Pay is and its benefits, how it works and how to set up and begin processing payments.