The initial setup is designed as a workflow. You start by adding a property, and the system guides you through the rest of the process.

A property can be a condo, co-op, HOA, or any other type of association. A property is the smallest entity that a financial report can be generated for.

A bank account in Breeze corresponds to a real bank account that you use for your business. Multiple properties may share a single bank account (if that is how you run your business), and one property may also use multiple bank accounts (for example, if you keep deposits in a separate account from operating cash).

You can set up late fees at the property level. At the owner level, you can modify them as needed.

If you are setting up a multi-unit property, enter your units manually or by importing them from a spreadsheet.

Add the current owners at the property. You can do this manually or by importing them from a spreadsheet.

The following steps are not part of the workflow, so we provide menu paths as needed.

If owners have recurring charges in addition to fees (for example, a fee for parking), set them up on the owner record.

Menu path: Owners > (select an owner). Scroll down to Scheduled Charges.

Make sure the property has a valid phone number and email address. Add a least one photo. Then use the CondoCafe tab to complete the marketing setup.

Set up vendor records for all the businesses you need to pay.

Menu path: Vendors > Add New.

Automated Tasks

Certain tasks can be set up to run automatically: posting recurring charges, posting late fees, and closing the accounting month.

Security Deposits

Choose a 'go live' month (the first month when you enter fee charges and receipts in Breeze). Charges and receipts for security deposits and receipts should be posted back into a past period so they don’t appear on your current month’s reports.

Add owners before you publish to CondoCafe. This will save you time.