August 2026 AIM

Modified on Wed, Aug 26 at 2:02 PM

Thank you for joining us for the August AIM. Below is a quick look at what we covered. 


Recording available here!

Human Resources | Caitlyn Limberg
  • Dress code policy is under review -- updated guidance coming soon via PerformanceHQ
  • Punch change request handling and escalation reminders
  • Courtesy officer timekeeping requirements
Operations | Dru Law
  • Combining applicants in CRM IQ
  • Unit transfers in CRM IQ
Accounting | Rachel Eckl
  • Preventing duplicate invoices
  • Entering credit memos in P2P
  • Accruals 101 and real-life example
  • Show Decimals reminder for financial reports in Yardi
Marketing | Team
  • 2027 advertising budget updates and rate changes
  • Photography and Engrain site map audit recommendations
  • New: Marketing Office Hours during Budget Camp
  • Leasing special best practices and the new Freshdesk request form
  • Expiration dates and ILS update timing reminders
Training & Resources | Katie Roncadori
  • Requesting training support or coverage requests via Tapestry Commons->Company Sites->Arlington Properties

  • Meeting recordings can be accessed in Teams and the Knowledge Base

  • PerformanceHQ as your starting point for forms and resources
Policy & Procedure | Katie Roncadori
  • Policy 1251: Property Month End Close requirements and reminders

    • ALL properties except Passco and Beacon are required to complete the Month End Close Checklist per this policy between the 25th and 28th of the month.

    • You must send the completed checklist and all required reports (last step of the checklist) to your RM, Property Accountant and CC me.

    • Beacon properties - while this isn't required it might be a helpful tool as you go through your close out each month since you are also on Yardi. 

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