Pre-Conference Training

Propertyware will be offering pre-conference training on Saturday, July 19, 2014, prior to the start of the conference. This year, we will have four time slots with two training options available at each time. This training is included with your RealWorld registration, and is not available to those who do not register for the User Conference. To add pre-conference training, you will need to select it during the registration process. You are able to select up to four sessions, one per time slot. Each class will offer space for up to 60 registrants*, so be sure to register online today!

Saturday, July 19 | 8:00 a.m. – 10:00 a.m.

Option 1: Accounts Receivable in Propertyware ** SOLD OUT! **
In this pre-conference training session, you will learn techniques to properly post auto charges, one-time charges, and payments as well as how to manage bank deposits, tenant ledger adjustments and how payments can be automatically applied to charges.

Learning Objectives: Participants have the opportunity to learn the proper workflow and set up preferences for Accounts Receivable (Money In). There will be discussion on proper workflow for posting fees – both convenience and application; banking and bank deposits; pre-payments and how to process insufficient funds. Multiple practical exercises will take place during the course of the training session.
Prerequisites: None
Level: Beginner
Advanced Preparation: None
CEU/CPE Credits: CEU: 2; CPE 2; Specialized Knowledge and Applications

Option 2: Leasing Lifecycle 
In this pre-conference training session, you will learn about the operational applications of converting prospects to tenants through financial postings to move-out.

Learning Objectives:
Participants have the opportunity to learn the integral components of leasing, from creating a prospect to the proper move-in process, including creating charges and payments, and setting up a tenant portal. Additionally, participants will learn about workflows for delinquent notices, processing late fees and proper move-out procedures. Multiple practical exercises will take place during the course of the training session.
Prerequisites: None
Level: Beginner
Advanced Preparation: None
CEU/CPE Credits: CEU: 2; CPE 2; Specialized Knowledge and Applications

Saturday, July 19 | 10:15 a.m. – 12:15 p.m.

Option 1: Accounts Payable in Propertyware ** SOLD OUT! **
In this pre-conference training session, you will learn how to create and pay bills and assign expenses to tenants; quickly pay multiple bills, void payments and create vendor credits.

Learning Objectives: Participants have the opportunity to learn the proper workflow and set up preferences for Accounts Payable (Money Out). Additionally, there will be discussion on auto bills, paying owner draws and how to process tenant move-outs with security deposits properly allocated. Multiple practical exercises will take place during the course of the training session.
Prerequisites: None
Level: Beginner
Advanced Preparation: None
CEU/CPE Credits: CEU: 2; CPE 2; Specialized Knowledge and Applications

Option 2: Basics of Reporting in Propertyware  ** SOLD OUT! **
In this pre-conference training session, you will learn about the most vital financial reporting options, how to run them and review financial statements. Additionally, you will learn about which lease reports you need to know, plus owner statements, lease summaries, property and contact reports.

Learning Objectives: Participants have the opportunity to learn about reporting from the very beginning, starting with an overview of the report functionality; basic customization options; and scheduling and publishing reports. Additionally, participants will learn about setting up dashboards and how the proper information on a dashboard can save time. Multiple practical exercises will take place during the course of the training session.
Prerequisites: None
Level: Beginner
Advanced Preparation: None
CEU/CPE Credits: CEU: 2; CPE 2; Specialized Knowledge and Applications

Saturday, July 19 | 1:15 p.m. – 3:15 p.m.

Option 1: Advanced Accounting in Propertyware  ** SOLD OUT! **
In this pre-conference training session, you will learn how to find portfolio balances, where to process banking transactions, how to process owner draws as well as owner contributions. Diagnose troubled bank or portfolio balances and employ techniques to ensure clean reconciliations.

Learning Objectives: Participants have the opportunity to learn advanced accounting practices on proper workflows for management fees, tracking management income, bank reconciliation best practices; entering opening balances, including the differences between bank, portfolio, tenant balances and tenant prepayments. Additionally, there will be discussion on use of credits cards in Propertyware. Multiple practical exercises will take place during the course of the training session.
Prerequisites: Six months plus of experience with Propertyware
Level: Intermediate to Advanced
Advanced Preparation: None
CEU/CPE Credits: CEU: 2; CPE 2; Specialized Knowledge and Applications

Option 2: Advanced Reporting in Propertyware  ** SOLD OUT! **
In this pre-conference training session, you will learn how to determine balances using balance sheets, GL reports, trial balance reports – running the cash suspect report to find troubled transactions as well as learn to run reports in accrual.

Learning Objectives: Participants have the opportunity to learn advanced reporting options for Owner Statements, Leasing, Property, Financial and Maintenance; when it’s appropriate to use these reports and why understanding the use of these reports is integral to running your business. Additionally, there will be discussion on administrator reports, enterprise reporting and accrual reporting. Multiple practical exercises will take place during the course of the training session.
Prerequisites: Six months plus experience with Propertyware
Level: Intermediate to Advanced
Advanced Preparation: None
CEU/CPE Credits: CEU: 2; CPE 2; Specialized Knowledge and Applications

Saturday, July 19 | 3:30 p.m. – 5:30 p.m.

Option 1: Accounting Troubleshooting Tips  ** SOLD OUT! **
In this hands-on training session, you will learn how to troubleshoot balances, find the origination points of errors and how to properly correct those errors while keeping all balances in check.

Learning Objectives: Participants have the opportunity to learn how to troubleshoot major accounting errors, including the “go-to” reports and proper workflows. Unique situations like mass bank reconciliations; bank ledger balances not matching; and security deposit liabilities not matching will be addressed. Additionally, there will be discussion on when to use the cash suspect report, and when having multiple bank accounts works to your advantage. Multiple practical exercises will take place during the course of the training session.
Prerequisites: Six months plus experience with Propertyware
Level: Intermediate to Advanced
Advanced Preparation: None
CEU/CPE Credits: CEU: 2; CPE 2; Specialized Knowledge and Applications

Option 2: Maintenance and Inspections Lifecycle ** SOLD OUT! **
In this hands-on training session, you will learn the basics of Inspections with mobile and workflows as well as the process for using the app/web inspections module when performing inspects, photo management, how to publish info to the tenant/owner portals and how the efficiency translates into time/business savings. Additionally, we will cover work flow, A/P associated with maintenance as well as mobile work orders.

Learning Objectives: Participants have the opportunity to learn workflows for creating and performing an inspection, starting with admin settings and inspection templates. Additionally, once participants have performed the inspection, they will learn how to create a work order from that inspection; how to send that work order to a contact; how to create a bill from that work order and then address publishing options for the work orders and inspection reports. Finally, participants will have the opportunity to learn about alerts and reports related to maintenance and inspections along with a review of the current mobile app.
Prerequisites: None
Level: Beginner
Advanced Preparation: None
CEU/CPE Credits : CEU: 2; CPE 2; Specialized Knowledge and Applications

*Content subject to change without notice. Guests are not eligible to attend training.

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