February 2020 Webinars

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Join us as members of our Customer Success team meet on Tuesday & Thursday (1-1:30pm EST) for our weekly webinars.  

Every client is eligible to sign up for training webinars. There is no limit to how many you can attend, or how many people from your office can join.

Missed a session? No problem. Click the registration link to re-watch any webinars that have already been recorded.

 

February Training Webinars:

 

Office Hours: Become a Journal Entries Pro

Tuesday, February 4th @ 1PM EST

Tara, one of the Customer Success Accounting guru's, will go over Journal Entries in TOPS [ONE]. She will touch on how to create one time or recurring journal entries, and editing existing entries.

Click Here to Enroll

 

Office Hours: Owner Portal - Signing Up from a Owners Point of View 

Thursday, February 6th @ 1PM EST

You already know the advantages of the Owner Portal, now see the registration process from a homeowners point of view! Familiarize yourself with the entire process to be in the know with your owners.

Office Hours: Using Account Ranges to Customize Standard Reports

Tuesday, February 11th @ 1PM EST

Creating a Custom Report is not always necessary to produce an account specific Balance Sheet or Income Statement Report in TOPS {ONE]. This session looks at using the general ledger “Account Ranges” option, along with our Standard Reports, to easily create a custom report look for these reports

 

Office Hours: Entering Beginning Balances in TOPS [ONE]

Tuesday, February 18th @ 1PM EST

Entering Beginning Balances correctly is imperative to make sure you start your community off in the right foot! This webinar will go over how to add your Owner and General Ledger beginning balances. These can be entered manually, or imported.

Office Hours: Permissions and Security - Locking down your system

Thursday,  February 20th @ 1PM EST

Are you a Community Manager or Admin? This webinar will go over how to set your permissions and limit employee access in the app.

Office Hours: Building a Community Report Package

Tuesday,  February 25th @ 1PM EST

Using the new "Report Package Builder", you can create report packages the way your board member wants. Need to include multiple Bank Rec reports? No problem. Community Report Packages are here to help!

 

Office Hours: Mailing Labels - Overview & Tips

Thursday,  February 27th @ 1PM EST

Mailing labels for your owners and vendors can be created easily in TOPS [ONE]. We will go over all the ways to generate either one mailing label, or mailing labels for all of the communities in your system.

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