| Education | Clarke Rent Trust
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Clarke Rent Trust
Clarke Rent Trust Essentials Course (1 Day) $330.00 pp
Overview: The Clarke Rent Trust Essentials Course is designed to introduce students to the basic features of Rent Trust. The course assumes that the user has had little or no experience with the Rent Trust Program.
Prerequisites: Basic knowledge of Windows applications. A working knowledge of the Real Estate Industry. An understanding of the office procedures used in the student’s work place will greatly assist in comprehending the course
Content: Navigating around the screen. Master File Types:Owner, Property, Tenants and how they are related. Entering and Editing Master Files, finding files and printing Ledgers. Letting Fees and Document Preparation Fees and how they are generated in the system. Basic Receipting, Boma codes and their relevance. Balance checking and Back ups. Simple Disbursements for Bonds receipted from tenants and other expenses paid by “General Cheque Entry”.
Course Outline: Click here
Clarke Rent Trust Property Managers Course (1 Day) $330.00 pp
Overview: The course has been structured for people who have a need to perform the duties of Property Manager in an effective and efficient manner. Master Files, Receipting and Disbursements are covered in detail. Management reporting and accountability to Owners are extensively discussed. Bank Statement and Bank Reconciliation problems with corrections required. Reports with special emphasis on Tenant Arrears, Inspections and Rent Increases Due, Repairs register.
Prerequisites: Knowledge of how to Receipt, and Disburse money. Be able to Create and edit Master Files. Understanding of the role of Property Manager as it exists in the student’s office. Usually the student would have 6 months or more experience with operating Clarke Trust.
Content: Overview of Master files, creating and editing Commercial, Sales, General & Creditor Master Files, Creating Activity Logs, Entering Bank statement Details, Creating Creditor Disbursements and Invoices, paying creditors, Saving reports to PDF, Viewing and understanding reports, Repairs registers, HTML setups
Course Outline: Click here
Clarke Rent Trust Bookeepers Course (1 Day) $330.00
Overview: Designed to assist the person charged with Financial Management of the Trust Account. Emphasis is placed on Bank Reconciliation, Adjustments of rent on settlement of sale of managed properties. Canceling of a lost cheque. Disbursement and Receipting corrections. Use of Boma codes . Rent increases not entered, how to correct paid to dates etc.
Prerequisites: A working knowledge of basic bookkeeping principals and a general understanding of Rent Trust Accounts.
Content: Topics that are covered in this course include Bank reconciliation process, Bank Statement entry, Mid Month Bank reconciliations, How to successfully reconcile, Rent Adjustments, Transfers, Tenant reimbursements, preparing HTML statements, Cancelling cheques, Change of Ownership, Recurring creditor invoices, EOM process, Money transfers, Saving reports to PDF, Reprinting receipts and reports
Course Outline: Click here
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