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.
June Training Webinars:
Creating Owner ID's and Importing Owner Balances
Tuesday, June 2nd @ 1PM EST
When importing your owners and your owner balances, they are required to have an Owner ID. These ID's must be unique, and need to follow a specific format. Join Dave Allen, our Conversions Specialist, as he makes this process easy to understand. Getting ready to import soon? Follow along with us!
How to Void a Check and Cancel a Bill
Tuesday, June 9th @ 1PM EST
This topic has been requested by a few viewers so here it is! Join Emeli as she goes over how to properly remove an AP paid invoice from your portfolio. She will go over best practices and be available for questions on this topic.
Preparing a Pro/iQ community for conversion to TOPS [ONE] PT 2
Thursday, June 11th @ 1PM EST
Last month, Alec Patterson did his Part 1 session on preparing your community for conversion. He will continue to go over important information that will help ensure that your move to TOPS [ONE] is simple and accurate.
Using CCR's for Architectural Requests
Tuesday, June 16th @ 1PM EST
With everyone stuck at home, owners may be looking at their homes and wanting to make a change. Enroll for this webinar and David will go over how you can use our CCR module to keep track and approve/deny architectural requests.
Refund Posted Owner Payment
Thursday, June 18th @ 1PM EST
Do you need to refund an owner's payment that has been posted? Sign up and Tara will go over the necessary steps to correctly refund an owner payment correctly.
Finding GL Accounts Used for a Vendor
Tuesday, June 23rd @1PM EST
This quick webinar will be hosted by Karin! She will go over how you can find the GL accounts used for your vendors. This means accounts used in creating AP items, and work orders if applicable.
Troubleshooting TOPS Pay Items
Thursday, June 25th @1PM EST
Join Valerie as she goes over the most common issues clients see with TOPS Pay. How do I know if an owner has paid their dues using a one-time payment? Did the owner unenroll in AutoPay? These and more questions will be answered in this webinar. Save your seat today.
Collection Letters
Tuesday, June 30th @1PM EST
Enroll today and join Jennifer as she goes over how to create, edit, and upload collection letters into your portfolio.