Get Started
- Global Glossary of Regional Terminology
- Accessing multiple Companies
- Company Access Permissions
- CREDIA Navigation
- How to submit a Support Request
- I'm unable to log in
Dashboard
- Adding a Maintenance Task
- Adding a New Note
- Adding Analytics Charts
- Arrears/Delinquency Hub
- Completing a Maintenance Task
- Completing a Reminder
Properties
- Adding a new Property
- Adding and Removing Tenants from a Property Budget
- Adding Expenses as Actuals against a Property Budget
- Approve a Budget by Area
- Approving a Budget
- Archiving a Budget
Leases/Tenancies
- Adding a Rent Review
- Adding Commercial Leases/Tenancies
- Adding Residential Leases/Tenancies
- Adding Terms to a Lease/Tenancy
- Archive a Lease/Tenancy
- Bulk Rent Reviews
Income & Expenses
- Adding an Expense Invoice against a Direct On-Charge account
- BPAY details for Repeating Expense Invoices
- Bulk email invoices or credit notes
- Bulk Expense Invoices
- Bulk Expense Invoices via Invoice Intelligence
- Charged wrong GST on Expense Invoice
Client/Trust Accounting
- Archive and Restore an Owner Ledger
- BPAY Creditors - Migrating to managing CRNs by Area (AUS only)
- Client/Trust Accounting: How do I allocate a credit note in relation to one ledger against an invoice in relation to another ledger?
- Client/Trust Accounting: How do I allocate a credit note in relation to one ledger against an invoice in relation to another ledger?
- Client/Trust Accounting: Why can I not select the Outgoings/Service Charge ledger on the templates when approving a budget by area?
- COMING SOON: Allocating payments to the tax portion of an invoice
Accounting Integration
Contacts
- A guide to emails sent from Re-Leased
- Adding a Contact
- Adding Members to an Owner Group
- Archiving a Contact
- Choosing an owner statement format
- Creating a bond authority or Interest bearing Contact
Documents
Reports
- Bank Deposit Report
- Bank Deposit Report
- Bank Trust Account Reconciliation Report
- Beta - Rent Roll / Tenancy Schedule Report
- Contact List Report
- Current Rent vs Potential Rent
Settings
- Adding a Company
- Adding/removing existing users to other companies
- Applying Tags to Notes
- Archiving a Company
- Archiving Users
- Area Types
Video Library
- Adding a new Commercial Property
- Adding Commercial Tenancies - Video
- An Introduction to Budgets by Area
- Arrears Hub Changes
- Changing From a Budget by Tenancy to Budget by Area in Re-Leased
- Completing Maintenance