Property Tree: Financials - Live In-Person Training (Sydney)

12 September 2024 at 01:30 PM and 04:30 PM AEST

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About this course

This comprehensive Property Tree workshop is tailored specifically for those responsible for trust account management. 

This session will provide you with in-depth knowledge and practical skills essential for maintaining compliance and operational efficiency in all trust account functions. 

In this session, you'll explore the critical aspects of trust accounting, including the management and reconciliation of trust accounts. Learn how to navigate Property Tree's trust accounting features to ensure accurate financial tracking, reporting, and compliance.

Topics covered in this workshop include:

  • Receipting 
  • Tenant invoices 
  • Bank reconciliation
  • Creating and updating ABA and BPAY files
  • Tenant download
  • Tenant credits and refunds
  • Cancelling transactions and how to manage them
  • Change of ownership
  • Management reporting
  • Business Insights
Location
 
This live in-person workshop will take place at:
 
MRI Software
Level 3, 333 George Street
Sydney
 
Duration
 
3 Hours
 
 
Cost
 
The cost of this workshop is $220 + GST per person 
 
Please note the purchase button and payment screen will display the price as GST inclusive ($242 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
 

About this course

This comprehensive Property Tree workshop is tailored specifically for those responsible for trust account management. 

This session will provide you with in-depth knowledge and practical skills essential for maintaining compliance and operational efficiency in all trust account functions. 

In this session, you'll explore the critical aspects of trust accounting, including the management and reconciliation of trust accounts. Learn how to navigate Property Tree's trust accounting features to ensure accurate financial tracking, reporting, and compliance.

Topics covered in this workshop include:

  • Receipting 
  • Tenant invoices 
  • Bank reconciliation
  • Creating and updating ABA and BPAY files
  • Tenant download
  • Tenant credits and refunds
  • Cancelling transactions and how to manage them
  • Change of ownership
  • Management reporting
  • Business Insights
Location
 
This live in-person workshop will take place at:
 
MRI Software
Level 3, 333 George Street
Sydney
 
Duration
 
3 Hours
 
 
Cost
 
The cost of this workshop is $220 + GST per person 
 
Please note the purchase button and payment screen will display the price as GST inclusive ($242 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