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Interactive Video Library

Self-paced interactive video training for Re-Leased — covers Settings, Fundamentals, Property Management, and Accounting. Select the video for your region where indicated.

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The Interactive Video Library gives you self-paced training content for every area of Re-Leased — whether you're onboarding, a new starter, or refreshing your knowledge. All videos are interactive and short. Where relevant, select the video for your region.


Settings

Review your settings before adding data to your account to ensure everything is configured correctly.

General Settings

Approx 20 mins — customising and navigating settings relevant to your user and company.

Invoices

Approx 25 mins — configure the appearance of invoices and cover essential settings.

Communication Templates

Approx 15 mins — apply branding and configure templates for correspondence.

Managing Users

Approx 20 mins — set permission levels, invite and add new users, update user information, and archive users.

Client/Trust Accounting Settings

Approx 40 mins — essential settings for a successful account set-up.


Fundamentals

Essential training for getting started with Re-Leased. Watch these in order if you are new or currently onboarding.

User Account Settings

Approx 15 mins — gain complete control of your account preferences.

Navigation

Approx 20 mins — moving around and understanding Re-Leased.

Property Data

Approx 30 mins — set up a new property and understand the navigation.

Owners & Ledgers

Approx 15 mins — manage owner contact preferences and set up property ledgers. Client/Trust Accounting users only.

Owner Groups

Approx 10 mins — manage owner groups for syndicated ownership and split payments. Client/Trust Accounting users only.

Tenancy Data

Approx 40 mins — adding a commercial tenancy and reviewing the navigation.


Property Management

Specific training for your day-to-day property management processes.

Inspection Hub and Rules

Approx 15 mins — setting up and issuing communication about inspections.

Arrears Hub and Rules

Approx 10 mins — setting up and issuing communication about arrears.

Maintenance Tasks

Approx 10 mins — create and manage maintenance tasks and requests, with Credia AI to streamline the process.


Accounting

Specific training for your day-to-day financial processes.

Receipts and Banking

Approx 10 mins — processing payments, issuing receipts, and preparing trust accounting bank deposits. Relevant for trust accounts and accounts not connected to an accounting package.

Entering Expenses

Approx 15 mins — how to enter expense invoices.

Expense Refunds

Approx 5 mins — how to use expense credit notes to process refunds.

On-charging Expenses

Approx 7 mins — how to use direct on-charge rules to invoice tenants for recovery of expenses.

Utility Meters

Approx 5 mins — how to use utility meters to invoice tenants for metered supply.



In North America, "Tenancies" are referred to as "Leases" and "Trust Accounting" as "Client Accounting" in the UK and Europe. For more information on regional terminology, see our Glossary of Regional Terminology.

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