Setting up your Re-Leased account correctly from the start ensures smooth property management across all companies. This checklist covers crucial, additional, and optional settings organised by account type.
Crucial Settings for All Account Types
Company Settings
Navigate to Settings > Manage Companies and complete for each company:
Upload a logo.
Enter company address and contact information.
Set invoice advance generation preferences.
Define user access permissions.
User Roles
Review, edit, or create user roles (Pro accounts only). Navigate to Settings > User Roles. See Introduction to User Roles.
Users
Invite users and assign company access via Settings > Users > Invite User. See Inviting a New User and Managing Users.
Re-Leased Pay
Navigate to Settings > Setup Account. See Creating Your Re-Leased Pay Account.
Communications
Customise email footers and letter headers and footers. Navigate to Settings > Templates. See Customising Header/Footer Templates.
Invoice Templates
Create and set a default invoice template. Navigate to Settings > Invoice Templates. See Customising Invoice Templates.
SPF Records
Set up SPF records to ensure email deliverability. See Understanding Email Deliverability.
Additional Crucial Settings for Trust/Client Accounting
Company Contact Details
Verify company name, email, phone, postal address, and payment details for management fees. Use Global Search to locate your company under the "Company" contact type.
Bond Authority Contacts
Add Bond Authority contacts. Navigate to Quicklinks > New Contact > Type = Bond Authority. See Setting Up a Rental Bond Authority.
Owner Statements
Navigate to Settings > Owner Statement Options. Set default statement type, customise logos/banners, email display, colour schemes, and tax number (NZ/ABN/AU/VAT UK). See Customising Owner Statements.
Chart of Accounts
Navigate to Settings > Chart of Accounts. Tax types must be set up before account codes can be added. See Managing Chart of Accounts.
Disbursement Profiles
Navigate to Settings > Disbursement Profiles. See Managing Disbursement Profiles.
Fees
Navigate to Settings > Fee Rules to add management fees and adjust fee rules. See Setting Up Fees for Client/Trust Accounting.
Additional Settings to Consider
Consider enabling: notes for invoices (Settings > Manage Companies > Invoicing), work order disclaimers, arrears/delinquency rules, approval workflows, compliance types and templates, maintenance certifications, maintenance types linked to Chart of Accounts, and rent review types and templates.
Relevant guides: Approval Workflows · Supplier Compliance · Work Order Templates
In Asia-Pacific, "Trust Account" is the standard term; European customers refer to it as "Client Account". For more information on regional terminology, see our Glossary of Regional Terminology.