Getting It Right the First Time: Lease Setup & Data Entry Best Practices
The session "Getting It Right the First Time: Lease Setup & Data Entry Best Practices," led by lease accounting expert Jess Vento, provides new and onboarding Crunchafi users, especially admins handling bulk imports, with prevention-focused guidance on critical lease setup decisions, common data entry pitfalls, and best practices to ensure accurate lease accounting and avoid costly errors, while offering 1.0 CPE credit in accounting.
Whether you're adding a single lease or importing fifty, setup decisions made at the start determine how much cleanup you'll be doing later. This learning session is prevention-focused and walkthrough-heavy, because these problems are far easier to avoid than to fix.
Lease Accounting expert Jess Vento will walk through the specific decisions, traps, and scenarios that trip up teams during lease entry so you can get it right the first time.
This session is designed for new Crunchafi users and teams onboarding additional leases, with particular value for admins managing bulk imports. If your team is setting up leases for the first time or expanding an existing portfolio in Crunchafi, this session is for you.
Key Takeaways
After attending this session, participants will discover:
- How to choose between commencement date and payment date and why it matters for your schedules
- Initial application date decisions that can compound errors across your portfolio
- Common bulk import errors that are easy to miss and hard to unwind
- Cloning scenarios that go wrong and how to avoid them
- Best practices for reviewing lease data before it hits your financial statements
CPE Information:
- Participants will earn 1.0 CPE Credit
- FOS: Accounting
- In order to be awarded the full credits, you must respond to three out of the four polling questions asked during the program.
Program Details
- Program Level: Basic
- Prerequisites: None
- Advanced Preparation: None required
- Field of Study: Accounting
- Instructional Method: Group Internet-Based
- CPE Credit: 1.0
- Who Should Attend: CPAs, accounting professionals, financial analysts, and advisors responsible for lease accounting or client advisory services.
- Refunds and Cancellations: No fee to attend
For more information regarding refund, concerns, and/or program cancellation policies please contact our offices at 414-626-6685.
Crunchafi 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 final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org.
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