AppFolio End of Year Preparation (Customer Webinar Recap)

Last modified on June 13th, 2024
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Hard to imagine the year will soon be coming to a close.

To help you prepare for end of year we are inviting you to join us for a 1 hour overview of what to do now to ensure you have the most trouble and stress free year end possible.

Items covered:

* How AppFolio closes the year
* How to include or not include GL accounts on Cash Flow
* How Vendor Discounts/Mark ups will reflect on Cash Flow
* How AppFolio calculates 1099’s
* Validating all 1099 information for owners and vendors
* How to change 1099 payer on property page under owner and financial section
* How to enter 1099 balance forward for vendor
* Review GL account settings to Identify which are eligible for 1099s
* Overview reports to validate for Owner & Vendor 1099 reports
* How suppressed fees will show on cash flow if not zeroed out in the same month
* Discuss how to validate reports and manage hidden properties
* How to use the owner packet flow for reporting notification to owners
* What to do about managing Retained Earnings
* Checking for duplicate vendors/owners
* Verifying mid-year ownership changes


Recorded Webinar Video:


Slides:

Author

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3 comments

  1. Jack Sanders

    —

    Some great technical details to sift through in this one. Thanks for being so specific and informative.

    • Alexis Hammond

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      We’re glad you found it useful. Thanks for your interest in our webinars.

  2. Sharry

    —

    Helpful. Thank you.

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