The Company Settings tab contains contact information for your company and some basic settings for your database. You can edit it as needed.
Left side of screen:
Logo | Click in the Logo field to add an image file of your company's logo. The logo appears on the Owner Ledger, the Tenant Ledger, the Login screen, and other screens and reports in Breeze. Breeze accepts PNG files or JPEGs. The maximum file size is less than 5000 x 5000 pixels or smaller than 2MB. |
Company Name, Address, Phone | Contact information for your company. You can edit it as needed. |
SPOC Email | SPOC stands for the "Single Point of Contact." This email address is used as an identifier for your company's admin user and cannot be changed. |
Company Pin | A unique identifier for your company. If you contact support, they might ask you for your Pin. |
Terms and Conditions | The link opens the Terms and Conditions page. It explains your agreement with Yardi and includes pricing details, including the fees for online transactions and charge-backs. You can review it any time you have a question regarding pricing. |
Right side of screen:
Online Support (Chat) | Yes Users can start a chat session with Breeze support. (The Chat icon appears at the bottom of the screen.) No. The Chat icon does not appear. |
Date/Post Month Mismatch Warning Off | No On a transaction screen, if the date and post month do not match, a warning will appear. Yes The warning will not appear. |
Portfolio has Association Properties | This option is set to Yes for Association clients. |
Portfolio has International Properties | This option does not apply to US clients. |
Hide Dashboard Map | By default, the Dashboard includes a map that shows the location of your properties. Select this option to hide it. When the map is hidden, Breeze increases the size of the calendar display. There is also an option for individual users to hide the map. |
Create Transactions Without Batches | With this option, you can turn off batch processing for manual transactions. System-created transactions, for example, transactions created by Monthly Posting or the Pay Owner function, will still be created in batches. |
Default From Address (PDF) | The "from" address when you email a PDF of the tenant ledger or a receipt to a tenant. You can select Company or Property. |
Show Details on Check | Yes The notes for each line item on a payable will appear on the stub portion of the check (in the Description field). No The note for the whole payable is shown in the Description field of the check. |
KYC/Payments Portal | If you are the SPOC, this label is a button that opens the Online Payments Portal. Credit Card, ACH, and WIPS are the types of online payments that are enabled for your system. |
Show Tours | Legacy feature that is no longer supported. |
Manual Property Close | If Yes, you close the month for each property separately. If No, you close the month for all your properties at once. |
Show G/L Account on Check Stub | This option adds the G/L account number of the expense account to the check stub. Note: This option only appears if Show Details on Check is set to Yes. |
Company Settings Screen
This tab is part of the Company Settings screen.