Property Tree: End of Financial Year Step by Step - Video

Walk through the End of Financial Year step by step.

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About this course

In this video, we will run through the statement style options and how to charge the fees. When and how to run the End of Financial year and reporting.

What we will cover:

  • How to decide if you charge a manual or an event driven fee
  • How to charge a manual Income & Expenditure Fee
  • Run through on the Income & Expenditure statement styles
  • When to run EOFY and the dates to use on reports

What you will take away:

  • A complete understanding of how to run EOFY in Property Tree
  • A detailed understanding in fees and how to charge the for EOFY

About this course

In this video, we will run through the statement style options and how to charge the fees. When and how to run the End of Financial year and reporting.

What we will cover:

  • How to decide if you charge a manual or an event driven fee
  • How to charge a manual Income & Expenditure Fee
  • Run through on the Income & Expenditure statement styles
  • When to run EOFY and the dates to use on reports

What you will take away:

  • A complete understanding of how to run EOFY in Property Tree
  • A detailed understanding in fees and how to charge the for EOFY