Breeze Premier Condo Canada Updates July 2020

With the July release, we are introducing Breeze Premier. It has all the features that Breeze has, with the following extra ones for clients who love Breeze's simplicity but need a bit more sophistication.

Job Cost allows you to track construction projects, including tenant improvements. You can track budgets, vendor contracts, payments and retention.

Attributes are a way of grouping properties for reporting. For example, you could set up an attribute called Property Type, with the following options: Office, Industrial, Retail, Multi-Family, Senior Housing, and Single-Family. When you run reports, you can then filter by Property Type.

You can also set up more than one attribute -- for example, Property Type and Ownership Status --- and filter by both of them. For example, you could run reports on all Retail properties that are Joint Ventures.

With Premier, you get enhanced security -- for any menu item, you can restrict or grant user access. You can also give a user one of the predefined roles that come with Breeze Premier: Maintenance, Accounts Receivable, and Accounts Payable.

Each role has the appropriate menu security already set up for it.

There are two additional features:

Account trees determine which G/L accounts are used in the report, the order they are presented in, and how they are displayed (the print style). Breeze uses standard account trees, but with Breeze Premier, you can create custom account trees and use them to run financial reports. This gives you greater flexibility, for example, you could combine multiple income accounts into a single one.

Breeze Premier features batch processing -- the ability to create transactions in un-posted batches, with batch controls, that verify the number of items in the batch and the total amount of the transactions. Before you post a batch, you can review and edit the transactions. After posting, you cannot edit the transactions -- you can only reverse them.

Breeze Premier includes an invoice approval workflow with three steps, based on the dollar amount of the invoice.

Each step corresponds to a different user. When you set up the feature, you enter the dollar amounts for each step -- in other words, you define "small amount," "medium amount," and "large amount."

When the workflow is complete, an invoice record becomes a payable, and it can be paid with a check or an EFT payment.

You can distribute a payable: you enter a single amount and Breeze will divide it among properties, creating a detail line for each one. For example, you have an invoice from a landscaping service that applies to four different properties. You enter the total amount and select the properties, and Breeze creates the detail lines. You can have Breeze divide the amount equally, or you can use a property list where each property is assigned a certain percentage of the total.

We have added two new reports: