Optimizing Property Management Software Reports Using Excel

Continuing Education Credits
Click or touch a Credit for more information
CPA
1.5 CPE
CPD-IES8
1.5 Hours
CMA
1.5 CPE
CIA
1.5 CPE
CRMA
1.5 CPE

Certified Public Accountant

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Illumeo is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State Boards of Accountancy have the final authority on the acceptance of individual course for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.

NASBA Sponsor Number: 109504
State of New York Sponsor Number: 002746
State of Texas Sponsor Number: 009890
In accordance with the standards of the National Registry of CPE Sponsors, CPE credits have been granted based on a 50-minute hour.
More information about CPA CPE Credits
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Chartered Accountant (IES8 CPD)

Continuing Education Credit:
1.5 Hour
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Your specific provider of Continuing Professional Development accreditation has final authority on the acceptance of individual courses for CPD-IES8 credit.
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Certified Management Accountant

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer Software & Applications
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
More information about CMA CPE Credits
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Certified Internal Auditor

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Computer science
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Internal Auditor (CIA) CPE program.
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Certification in Risk Management Assurance

Continuing Education Credit:
1.5 CPE Credit
Field of Study:
Other activities contributing to professional competence
CPE Delivery Method:
Self-Study
Program Location:
Online
Program Level:
Basic
Prerequisites:
No advanced preparation or prerequisites are required for this course.
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Recognized CPE provider, authorized by the Institute of Internal Auditors for use in the Certified Risk Management Assurance (CRMA) CPE program.
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Instructor for this course
  Course Overview CPE
Course Syllabus
INTRODUCTION AND OVERVIEW
  Introduction To Excel Efficiency: Property Management Reports2:35
  Excel Reports vs. CSV Exports6:00
  Protected View Setting9:55
Conditional Formatting
  Color Code Lease Expirations5:03
  SUBSTITUTE Function5:46
  SUMIF Function5:57
  Heat Mapping Rental Rates6:46
Other Excel Features
  Identify Overdue A/R Accounts7:09
  Cleaning Property Management Reports8:20
  Pivot Table-based Vacancy Schedule4:37
Continuous Play
  Excel Efficiency: Property Management Reports1:02:11
Supporting Materials
  Slides: Optimizing Property Management Software Reports Using ExcelPDF
  Workbook: Aged Receivables Multiple Properties ExcelXLS
  Workbook: Aged Receivables Single Property ExcelXLS
  Workbook: Aged Receivables Single Property CSVCSV
  Workbook: Excel Efficiency Property Management ReportsXLXS
  Workbook: Summary Rent Roll Multiple Properties ExcelXLS
  Workbook: Trial Balance Activity Single Property ExcelXLS
  Workbook: Commercial Rent Roll Single Property CSVCSV
  Optimizing Property Management Software Reports Using Excel Glossary/IndexPDF
Review And Test
  REVIEW QUESTIONSquiz
 FINAL EXAMexam