Box and Dice: From Setup to Settlement: Admin Workflows in Box and Dice - Live Training
Essential Box and Dice admin workflows from setup to settlement.
This 2-hour workshop focuses on the core admin workflows required to efficiently manage listings, sales, and trust processes in Box + Dice. The session is designed to build confidence in daily processing and reduce manual rework.
We will cover:
System Setup That Saves Time - Key configuration settings that streamline daily admin tasks
Property to Listing Workflow - Managing properties, appraisals, listings, and sales efficiently
Advertising & Invoicing - Creating invoices and receipts
Trust Accounting Fundamentals - Understanding ledgers, deposits and the end-of-month workflow
By the end of this session, you will be able to:
Set up Box + Dice to support faster, cleaner admin workflows
Confidently manage listings from creation through to sold
Process deposits, invoices, and trust transactions at a high level without creating downstream issues
Location
Online (Teams)
Duration
2 Hours
Cost
The cost of this workshop is $150 + GST per person
Please note the purchase button and payment screen will display the price as GST inclusive ($165 including GST per person)
Payment and Registration Notes (please read!):
- The list price for this course is per person and includes GST
- By clicking Purchase above, you can pay using your PayPal account, or you can check out as a guest using a credit card
- When registering for this course, you must select the specific date on which you want to attend the training at the purchase screen
- After selecting the date and paying online, you will receive an email confirming your registration