Wednesday, Nov. 12, 1:30 - 3:00 p.m.

Report Design – Preferred Practices

Join fellow MRI Users to learn Report Design Tips from IRES’ report writers. You will learn some standard practices and advanced features of the report writer. Activities to be covered are optimizing the reports for speed, importing and exporting data, advanced SQL writing inside the report and much more.

Learning Outcomes:

• Enhance report design capabilities with ideas from the IRES team
• Make the most of your reporting skills
• Increase efficiencies with new report techniques

ID: W17
Track: Best Practices
Audience: All
Platform: All
Prerequisite: None
Advanced Preparation: None
CPE Level: Basic
Don't forget about our post-training class available: Advanced ReportDesign

Current Design Tools - Advanced

This session builds on the knowledge acquired in the Current Design Tools – Fundamentals session. Deeper functionality of the tool kit will be discussed. An overview of many of the capabilites of these solutions will be shared during this advanced session.

Learning Outcomes:

• Understand advanced features of TableDesign, ViewDesign and MenuDesign
• Learn advanced functions of these design tools
• Learn how to build upon custom views and menus

ID: W18
Track: Today’s Solutions
Audience: End User, IT End User, IT Professional
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Intermediate

Go! Migration to v5.0 and Beyond

Experience the technical side of the actual migration to MRI v5.0. Discuss software installation and technical configuration considerations. Learn about application and security configurations. You will hear suggested views regarding the testing approach and IRES go-live support.

Learning Outcomes:

• Discover the software and hardware requirements for migration to MRI v5.0
• Understand the security model of v5.0 and the benefits associated with the new role-based model
• Support available for planning and execution of your migration

ID: M21, T19, W19
Track: IRES Next Gen
Audience: IT Professional, Executive, IT End User
Platform: All
Prerequisite: Get Ready! Planning for Migration v5.0; Get Set! System Requirements for Migration to v5.0
Advanced Preparation: None
CPE Level: Intermediate
New!

Residential Management and Access 24/7 Electronic Payments

This session will highlight the electronic payment options that are offered in the WEB and Access 24/7 Products. It will provide insight into the various processes which will enable clients to troubleshoot more effectively. Topics to be covered include IRES setup, process and transmission for check scanning and recurring payment in Residential Management WEB, Access 24/7 functionality for single payment, recurring payment and credit card, how to complete an end-to-end test and troubleshooting techniques and where to look in the critical tables.

Learning Outcomes:

• Gain insight on the various offerings for electronic payments
• How to setup, transmit various types of electronic payments
• How to test various electronic payments
  

ID: W20
Track: Today’s Solutions
Audience: End User
Platform: All
Prerequisite: Current users of check scanning and/or Access 24/7
Advance Preparation: None
CPE Level: Intermediate
New!
Don't forget about our post-training class available: Access 24/7: Exceed Your Sales and Service Expectations

Commercial Management LeaseFlow – Managing the Leasing Process

Learn how this lease-tracking module supports comprehensive management of the leasing process and is designed to shorten the leasing cycle for office, industrial and retail real estate. Also discussed will be how to best track the flow of a lease from start to finish as you identify any bottlenecks in the process.

Learning Outcomes:

• Learn best practices to streamline lease cycle to improve your bottom line
• How to share lease and contact information enterprise-wide for faster, better communication
• Improve collaboration to expedite the transfer of occupancy to the tenant

ID: W21
Track: Today’s Solutions
Audience: End User, Operations Mgr.
Platform: All
Prerequisite: Basic accounting knowledge, familiarity with AP/PO module, and basic AP process understanding
Advance Preparation: None
CPE Level: Basic

Accounts Payable Expense Control for the Web

Do you know where you stand on expenses throughout the month? If not, Expense Control for the Web is the tool to make your expense world easier. In this session, you will have an operational overview on how to manage property expenses with this tool as well as a technical overview that explains the process on how to properly setup the expense control module. Additionally, the way to use web pages as expense overview without workflow authorizations will be discussed. Whether your business is commercial, residential or mixed use, you will benefit from this session.

Learning Outcomes:

• How to set up Workflow Approvals and Expense Categories
• The use of purchase orders via web
• How to perform invoice authorizations via web

 

ID: W22
Track: Best Practices
Audience: Executive, End User, IT End User, Regional Mgr., Operations Mgr.
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Overview

JobCost De-Mystified

Join this session to discuss the features and functionality available in JobCost v4.0. You’ll learn about JobCost hierarchy, JobCost table structure and JobCost IR(s).

Learning Outcomes:

• Understand enhanced options for attaching invoices to contracts to better meet your workflow
• Learn about secure controls that permit contract corrections after it has been approved
• Review the process for acquiring v4.0 JobCost

ID: W23
Track: Today’s Solutions
Audience: IT Professional, End User, IT End User, Operations Mgr., Regional Mgr.
Platform: All
Prerequisite: None
Advance Preparation:
CPE Level: Basic

Improving the Speed of Custom Reports

Are your custom reports running as quickly as they can? In this workshop we'll examine some of the common causes of slow-running reports and some strategies for making them run faster. We'll look at using best practices for report design, using SQL Profiler to identify problem queries, and how to look at SQL indexes to optimize your report performance.

Learning Outcomes:

• How to identify problem reports
• Best practices in Report Design for optimizing performance
• Use SQL Profiler and indexes to improve performance

ID: W24
Track: Today’s Solutions
Audience: End User, IT End User, Regional Mgr., Operations Mgr.
Platform: All
Prerequisite: None
Advance Preparation: None
CPE Level: Basic
Don't forget about our post-training class available: Advanced ReportDesign