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Training Webinars Registration

Please join our educational webinar series designed to help you get the most out of Visual Lease. These webinars, led by training specialists, will help you become more familiar with the platform. They will focus on financial and non-financial elements of lease records, accounting calculations for ASC 842 and other compliance requirements, how to optimize data for reporting and analytics and how to use the administrator tool to keep Visual Lease in sync with your organization’s needs.

Please see the schedule and registration links below.

If you have questions about training or registration, please email the Education Team at training@visuallease.com

For general support questions, please email support@visuallease.com.


Training I: Platform Overview

Webinar Training Picture 1Offered: Recording Only (60 minutes)
Audience: All users, with and without edit rights
Course Description: This course provides users with an overview of the Visual Lease platform, explains how to navigate and access the platform’s many capabilities and demonstrates how Visual Lease supports cross-functional collaboration. Attend this course to evaluate the areas of the platform you want to further explore based on your role and level of experience.


Training II: Working with Non-Financial Lease Information

Webinar Training Picture 2Offered: Every other Tuesday, 2:00-3:00 ET
Audience: Beneficial context for all users; most applicable to those with edit rights
Course Description:

This course will take a deep dive into non-financial elements of the lease record. We’ll discuss how to understand and edit general lease information including location, commencement and expiration dates, rentable area, and lease IDs. This course will also explore how to manage contacts, upload documents, abstract clause details, and manage notes. Participants will learn how the system can be used to capture critical dates and trigger email alerts. Finally, we’ll consider how import templates can be used to mass upload or update lease information. Real estate/facilities users as well as accounting/finance users will benefit from understanding the features and functionality covered in this course.

Register Here     Watch Now

Training III: Financial Entries

Webinar Training Picture 3Offered: Every other Wednesday, 1-2 ET
Audience: Users with edit rights
Course Description:

This course will cover the creation of financial entries, allowing users to track payment and income schedules that can drive Payables and Accounting calculations. This course will also cover key financial setup information including Financial Categories, General Ledgers, and the Chart of Accounts. Other ancillary modules and functions will be included in this session that effect entries, including allocation of costs, variable rent (including retail percentage rent), and CAM/OpEX setup and invoice management.

Register Here     Watch Now

Training IV: Accounting Module - Setup & Transition

Webinar Training Picture 4Offered: Every other Wednesday, 1:00-2:00 ET
Audience: Users with edit rights
Course Description:

This course builds on the knowledge acquired in Training III: Financial Entries.  We'll explore the various system settings and configuration options that impact  accounting calculations.  We'll also review the process of transitioning to FASB 842 and IFRS 16 schedules, including how to leverage the import template to bulk-upload accounting calculations.  Lastly we'll consider when to create New vs. Transition Calculations and discuss how to handle Short Term / Low Value and Month to Month leases in Visual Lease.

Register Here     Watch Now

Training V: Accounting Module – Ongoing Management & Reporting

Lease Accounting RemeasurementsOffered: Every other Thursday, 1:00-2:00 ET
Audience: Users with edit rights.
Description: This course builds on the knowledge obtained in Training IV: Accounting Module - Setup & Transition.  Once your portfolio has been transitioned to the new standards, it's important to be able to validate the data within Visual Lease.  During this course, we'll review the FASB/IASB (Accounting) Report, the Journal Entry Summary Report, GL Feeds and the Disclosure Report.  We'll also consider remeasurement functionality in the platform and discuss best practices for this Day 2 operation.

Register Here     Watch Now

Training VI: Reporting

Webinar Training Picture 5Offered: Every other Friday, 2:00-3:00 ET
Audience: All users, with and without edit rights.
Description: Almost every data point in the system can act as a filtering mechanism to generate meaningful reports, and this course will show you how. We’ll explore the most commonly used standard reports (including the disclosure report) and take an in-depth look at custom ad hoc reports.

Register Here     https://register.gotowebinar.com/recording/9177429345152765452
Training VII: Administrator Training

Webinar Training Picture 6Offered: Recording Only (60 minutes)
Audience: Users with administrator rights
Course Description: Visual Lease is a highly configurable software platform. The better administrators of the platform understand the platform's configurability, the more the platform can be tailored to meet your organization’s needs. This course will walk participants through various administrator functions, including how to adjust general platform settings, activate/de-activate users, edit field labels and drop down menus, and configure financial categories and clauses. 

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