Webinar Recap: Accounting and Reconciliation with Rentec Direct

Kaycee Miller

5 years ago

Access the webinar recording here: Accounting & Reconciliation Tools

One of the most important tasks in rental management is good accounting and bookkeeping. We understand how valuable good account management is for your rental business.

Rentec Direct recently hosted a webinar on Accounting and Reconciliation. The webinar included valuable information from your Director of Client Experience, Janell Kittleson, and the Rentec Direct Success Team Lead, Kathryn.

This webinar is perfect for our clients who want to understand how to properly use the accounting features within their Rentec Direct account. You’ll find information on setting up categories, connecting your bank account, attaching copies of receipts and invoices to share with owners, discovering errors in data entry, how to find and prevent mistakes, and more. You’ll also learn tips and tricks for reconciliation, reviewing your transaction history log, and user roles.

This webinar is full of valuable information for reviewing your records, finding errors and other common accounting mistakes that you can easily avoid.

Access the webinar recording here: Accounting & Reconciliation Tools

Topics Covered

Common Mistakes in Accounting & Reconciling:
- - Omissions
  - Data Entry
  - Voided Activity
Best Practices
- - Accounting & Program Default Settings
  - Chart of Accounts
  - Property & Tenant Accounting
  - Starting Balances
  - Monthly Checklist
  - Account Reconciliation
Built-In Controls
- - User Permissions
  - Transaction Logs
  - Account Ledgers
  - Balance Sheets

The Monthly Checklist

Additional Accounting Categories for Property Management

Helpful Links

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.