This article explains how to access and use Quick Learning Guides from the VRTrust dashboard to deepen your understanding of the platform and your accounting workflows.
What Are Quick Learning Guides?
Quick Learning Guides are focused learning modules designed to help you:
Understand key VRTrust workflows
Follow best practices for short-term rental accounting
Confidently complete month-end tasks
Where to Find Them
Navigate to the Dashboard in VRTrust.
Scroll to the bottom of the screen to find the Quick Learning Guides section.
Month-End Checklist
One of the featured resources is the Month-End Checklist. This checklist walks you through the steps required to:
Reconcile your books
Validate financial data
Publish owner statements
Finalize property management (PM) statements
Following this checklist helps ensure your month-end close is accurate and complete.
Explore Additional Learning Modules
Use the arrow controls to scroll through available learning modules.
Click on any module to open the reader view.
Inside the reader, you can browse related help articles for that topic and learn at your own pace without leaving the app.
Best Practices
Use the Month-End Checklist as a recurring reference during each close.
Explore modules proactively to better understand workflows before making changes.
Return to the Quick Learning Guides whenever you need a refresher or deeper context.
