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RPOffice -Residential Property Management Day 2-Melbourne

Console Australia

Wednesday, 6 December 2017 from 9:30 am to 4:30 pm (AEDT)

RPOffice -Residential Property Management Day...

Ticket Information

Ticket Type Remaining Sales End Price Fee GST Quantity
General 5 Tickets 16/01/2018 $160.00 $0.00 $16.00

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Event Details

PRE-REQUISITE

 Mouse skills. A working knowledge of Microsoft Windows together with general Real Estate knowledge is necessary. Trust accounting principals are ESSENTIAL.

 A Property Management Introduction course must be attended before sitting this courseWhat to bring to your training session:

 ATTENDEES

 The RP Office Property Management Trust Account training course is recommended for the main administrative operator(s) who is/are responsible for trust accounting procedures.

 

COURSE AIMS

 

 This course aims to enhance participants’ productivity by providing the necessary skills to use the RP Office. It is designed to give participants the techniques and trust accounting concepts associated with efficient and effective operation. This course does not include Sales Trust Accounting. Please note Sales Trust Accounting is a separate course.

 

OBJECTIVE

 

 To ensure participants receive a planned and formal introduction to RP Office Trust Accounting principals. Upon completing this training course, participants will be able to:

 

 

 

Advanced Charges and Invoices:                                                        Day 2 AM

 

  • Adding Rental Adjustment Charges
  • Adding Deduction Charges
  • Adding Rent Free Period
  • Adding Security Deposit

 

 Receipts and Banking

 

 Understand the Receipts screen

  • Add a Banking
  • Add Business Transaction Receipts using the following payment methods:
  • Cash
  • Cheque (including multiple cheques)
  • Cash and Cheque (including multiple cheques)
  • Direct Deposit (using Agent Numbers)
  • Deductions (Reimbursements)
  • Regenerate Charges
  • Add charges from the Receipts screen
  • Print Banking details (Banking Summary and Deposit Slip)
  • View Banking details, Receipt and Ledger entries after posting
  • Post a Banking


Accounts A:

 

 Introduction to the Accounts screen and associated functions

 

 Understand the Accounts screen from the Business

  • Using the Account Summary tab from the Business Screen
  • Understand the different types of Accounts including:
  • Residential/Commercial/Body Corporate Management Accounts
  • Creditor Accounts
  • Management Accounts
  • Understand the Account Hierarchy and moving through it

 

 

 

Accounts A:                                                                                       

 

 Introduction to the Accounts screen and associated functions          Day 2 PM

 

 Understand the Accounts screen in the RP Office Directory or Work Centre

  • Understand the Account screen and its associated functions including:
  • Sub-accounts
  • Assigning run numbers (statement groups)
  • Setting up a Partnership
  • Setting up Direct Entry details
  • Viewing Creditor details
  • Viewing Debtor details
  • Viewing Ledger details
  • Entering a Dishonour
  • Entering in Replacement Charge for Dishonour
  • Printing an Individual Ledger
  • Viewing Archives
  • Printing Archives
  • Add a Creditor Account and understand the Creditor Account screen
  • Adding an Invoice with Attachment
  • Adding Instalment Invoice with Attachment
  • Adding Invoice and on Charging a Tenant
  • Understanding Recurring Invoice

 

 

 

Accounts B:

 

 Paying Accounts/Reconciliation/End of Month

 

Account Maintenance including:

 

 

 

  • Understand how to Prepare Accounts and Transfer Funds
  • Understand how to Close Accounts including:
  • Statement/Remittance settings
  • Previewing Accounts
  • Paying Accounts by Run Number
  • Paying Creditor Accounts
  • Paying Residential Management Accounts
  • Excluding Accounts
  • Paying Direct Entry Accounts
  • Printing Account Statements/Remittances
  • Drawing Management Fees


Bank Reconciliation:

 

 

 

  • On Screen Balance
  • The importance of Backing Up
  • Understand the importance of balancing to the bank statement
  • Understand the importance of using page numbers
  • Understand how to present a deposit
  • Understand how to present a cheque
  • Understand how to present direct entry
  • Understand what unassigned is
  • Understand what to do if you don’t balance to the bank statement

 

 

 

End of Month including:

 

 

 

  • Understand the tick box for End of month progress
  • Understanding the 3 Steps to Rollover
  • Printing and Archiving End of Month Reports
  • Performing End of Month Rollover
  • Printing and Archiving After End of Month Reports
  • Printing Past End of Month Reports

 

                         

 

 Financial Year Requirements:

 

 Printing Financial Reports

 

You will need to bring a notepad and pen & highlighter to your workshop.

Refund Policy:

A full refund will be provided if written notice is received 72 hours prior to workshop.

Please email softwaretraining@rpoffice.com.au to cancel your registration. If no written notice has been received or it is less than the specified time frame the cost of the training session will not be refunded.




Have questions about RPOffice -Residential Property Management Day 2-Melbourne? Contact Console Australia

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When & Where

Level 11/460 Bourke Street,
Melbourne, Vic 3000
Australia

Wednesday, 6 December 2017 from 9:30 am to 4:30 pm (AEDT)


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Organiser

Console Australia

Console Group started in the property management game back in 1992 when our original founders created a revolutionary software product which changed an entire industry. To this day our software products are still synonymous with quality and market leadership servicing over 4,000 clients from individual unit managers to small independent agencies through to large real estate franchise groups.

25 years later we are at it again, revolutionizing the Real Estate industry with our client focused cloud based Software as a Service platform. Our whole of agency platform connects property managers across residential, commercial, strata, holiday and short term rentals in a way no other platform ever has, its intuitive, beautifully crafted and most importantly gives the people that manage properties the tools they need to do their job well, with less drama.

Effortless productivity and client first solutions – It’s what we do at Console.

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