Access the webinar recording here: Managing Bank Accounts
Knowing how to expertly handle your finical information in the Rentec Direct software is vital to ensure accuracy in your bookkeeping. Managing bank accounts touches in on several areas of your software’s features. Rentec Direct recently hosted a value-packed webinar for clients to review the ins-and-outs of managing bank accounts. Hosted by your Director of Client Experience, Janell Kittleson, this webinar will cover the basics on adding bank accounts, starting and updating balances, electronic payments, and bank fees. Learn about bank sync options, bank reconciliation and get a sneak peek of what features are coming soon to your software.
This webinar is perfect for our clients who want to understand more about the most efficient way to manage bank accounts. You’ll also get more information about how to pay a property manager, NSF Transactions and more! Get ready to make handling your bank accounts easier than ever through the information you can start implementing today!
Access the webinar recording here: Managing Bank Accounts
TOPICS COVERED:
- Adding Bank Accounts
- Undeposited Funds
- Starting & Updating Balances
- Bank Fees
- Single & Split Expenses
- Bank Deposit
- Print checks
- NSF Transactions
- Electronic Payments
- Transfer Funds
- Pay Property Manager
- Bank Sync
- Bank Reconciliation
- Three-Way Reconciliation
- Notes & History
- New Feature Coming Soon
HELPFUL LINKS:
- Electronic Cash Payments Training Video
- Electronic ACH & CC Payments Training Video
- Undeposited Funds & Bank Deposits
- Three-Way Reconciliation & Audit Tools
- Bank Account Reconciliation
- Automatic Bank Sync
- Manual Bank Sync
- Pay Property Manager
- Printing Checks
NEED HELP?
Webinar Questions:
Janell: j@rentecdirect.com
Account Questions:
Client Support: Monday – Friday, 6am – 5pm, Pacific,
Phone: 800-881-5139 x2
Email: success@rentecdirect.com
UPCOMING WEBINARS:
For a schedule of upcoming webinars, click here.
