Managing Transactions

Course Overview

This Basic Training Course provides clients with an understanding of core PropertyBoss concepts and features related to the management of transactions. Taught in a one-on-one web based format, the course is designed to enable clients to develop an understanding of how to setup transactions, post charges, record tenant payments, create account payables and pay owners.

Course Outline

Auto-Post and QuickPay

• Posting Recurring Charges
• Viewing Payment, Paid Thru, Rent and Lease Information
• Posting Tenant Payments
• Posting Required Information
• Printing Receipts

Transaction Types

• Creating and Editing Transactions
• Defining Transactions
• Determining Transaction Priority

Deposits and Deposit Maintenance

• Creating Deposits
• Defining and Using Deposit Types and Periods
• Opening and Closing Deposits
• Viewing Deposit Report Information

Payables

• Turning on Accounts Payable
• Creating and Editing Invoices
• Maintaining Accounts Payable Batches

Paying Owners

• Creating Payments to Owners from the Owner Notebook
• Creating Individual Payments in the Register
• Sending Payments to QuickBooks for Paying Owners

Course ID: SvcWeb12

This Basic Training Course provides clients with an understanding of core PropertyBoss concepts and features related to the management of transactions. Taught in a one-on-one web based format, the course is designed to enable clients to develop an understanding of how to setup transactions, post charges, record tenant payments, create account payables and pay owners.