Those located in Australia Pacific will use the term Trust Account, where customers located in Europe will use the term Client Account. For the purpose of this article, we will refer to it as a Trust Account. For more information on regional terminology, refer to this article or contact support.
This article is intended as a checklist for clients who are new and getting their accounts set up. This is not a list of all settings, just those which are crucial to you being able to get your account started.
Click Settings on the green menu bar to access all of the items in this list.
The settings menu is divided into a few different sections, for ease of use the list below is divided into the same sections.
| Maintain User Roles |
Applicable if you want to add other users with a controlled level of access. |
| Manage Companies > select your company | General Information section (these details will appear on invoices and report headers)
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| Users | Invite or add users with the appropriate level of access as per User Roles |
| Templates |
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| Owner Statement Options | Review and adjust as required (see article) |
| Chart of Accounts | Review options for revenue and expenses, adjust, archive or add as required (see article) |
| Disbursement Profiles | These are your settings for disbursements, or payment runs, add more options if required (see article) |
| Fees | Fee rules should be set up prior to conversion balances being entered and absolutely must be done before receipting funds if they are based on a % of money collected. Your consultant will do these with you, please review the chart of accounts and have information about your fees available for your next appointment. If you want to try setting them up yourself please refer to this article for guidance. |
| Invoice Templates | Re-Leased comes with a system invoice template, you should review this, and if required add your own templates. (see article) |
| Calendar Integration | Enable your users to connect with google calendar, outlook calendar or office 365 calendar (see article) |
| Integrated Apps | Enable Macquarie Bank, Core Logic, Inspection Express or Fix-Flo integrations and add credentials for those accounts. |
| Re-Leased Apps | Enable Tenant App and Landlord App if subscribed. |
| Maintenance and Inspection Types | Review and link maintenance types to the applicable expense account from your chart of accounts. |
| Note Types | Enable any note types to be visible when creating and editing invoices. (see article) |
| Rent Types | Review and link rent types to the revenue codes from your chart of accounts. |