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.
You may have touched briefly on some of these items in your initial training session. It is expected that you will complete the following steps of set up on your own, and reach out to your implementation consultant if you run into any issues.
Click Settings on the green menu bar to access all of the items in this list.
NOTE: Trust Accounting is also known as Client Accounting if your location is UK. Where you see reference to either, it means the same thing. For our customers in the UK, some of the other buttons have different labels with your local terminology. A major example of this is the use of the pounds sign VS dollar sign. Other terminology adjustments for the UK are: Outgoings = Service Charges, Bonds = Deposits, Security Deposits = Bank Guarantees. All relevant buttons and links are in the same location and colour on the page as depicted in any images you see throughout the knowledge base.
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.|
Click here to see related articles.
|Manage Companies > select your company||General Information section (these details will appear on invoices and report headers)|
|Users||Invite or add users with the appropriate level of access as per User Roles|
|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|
|Disbursement Profiles||These are your settings for disbursements, or payment runs, add more options if required|
|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.|
|Landlord Portal||Set up your URL and banner|
|Calendar Integration||Enable your users to connect with google calendar, outlook calendar or office 365 calendar|
(see video and 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.|
|Rent Types||Review and link rent types to the revenue codes from your chart of accounts.|