This is your first financial course in Acquaint Academy. In a nutshell, it replicates the sequence of steps that you normally take when you process rental finances.
The course also gives you a glimpse into Work Orders, an important Acquaint feature that helps you keep track of the maintenance requests, charge the landlords and pay the contractors.
It is necessary that you have completed the Managing Tenancy course before continuing. The reason for this that you need some landlords, tenants and tenancies set up in your Acquaint CRM before you can start processing rents.
Curriculum
- 4 Sections
- 18 Lessons
- Lifetime
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- Accepting and making paymentsLearning goals: knowing how to keep your books tidy.8
- 1.1Accepting Rent2 Minutes
- 1.2Adjusting the Amount Received from the Tenant2 Minutes
- 1.3Accepting a Rent Overpayment4 Minutes
- 1.4Maintenance (close and bill a work order/undo the work order)3 Minutes
- 1.5Adding the charges for white goods, etc.2 Minutes
- 1.6Paying Landlords4 Minutes
- 1.7Paying Contractors3 Minutes
- 1.8Collecting the Management Fees2 Minutes
- Fixing errorsLearning goals: everybody makes mistakes, but you need to know how to fix them.5
- Course Assessment1
- Additional videos5