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.
APAC & North America — General Settings
UK & Europe — General Settings
Invoices
Approx 25 mins — configure the appearance of invoices and cover essential settings.
All Regions — Invoice Templates
Communication Templates
Approx 15 mins — apply branding and configure templates for correspondence.
All Regions — Communication Template Settings
Managing Users
Approx 20 mins — set permission levels, invite and add new users, update user information, and archive users.
All Regions — Managing Users
Client/Trust Accounting Settings
Approx 40 mins — essential settings for a successful account set-up.
APAC — Settings for Trust Accounts
UK & Europe — Settings for Client Accounts (EMEA)
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.
All Regions — New User: Setting up your account
Navigation
Approx 20 mins — moving around and understanding Re-Leased.
APAC & North America — Navigation
UK & Europe — Navigation (EMEA)
Property Data
Approx 30 mins — set up a new property and understand the navigation.
APAC & North America — Property Data Entry
UK & Europe — Properties Deep Dive (EMEA)
Owners & Ledgers
Approx 15 mins — manage owner contact preferences and set up property ledgers. Client/Trust Accounting users only.
All Regions — Trust Accounting: Owners and Ledgers
Owner Groups
Approx 10 mins — manage owner groups for syndicated ownership and split payments. Client/Trust Accounting users only.
All Regions — Trust Accounting: Owner Groups
Tenancy Data
Approx 40 mins — adding a commercial tenancy and reviewing the navigation.
APAC & North America — Tenancy Data Entry
UK & Europe — Tenancies Deep Dive (EMEA) & Tenancy Creation (EMEA)
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.
All Regions — Inspections
Arrears Hub and Rules
Approx 10 mins — setting up and issuing communication about arrears.
All Regions — Managing Arrears
Maintenance Tasks
Approx 10 mins — create and manage maintenance tasks and requests, with Credia AI to streamline the process.
All Regions — Maintenance
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.
All Regions — Receipts and Banking
Entering Expenses
Approx 15 mins — how to enter expense invoices.
All Regions — Expenses
Expense Refunds
Approx 5 mins — how to use expense credit notes to process refunds.
All Regions — Expense Credit Notes
On-charging Expenses
Approx 7 mins — how to use direct on-charge rules to invoice tenants for recovery of expenses.
All Regions — On-charging Expenses
Utility Meters
Approx 5 mins — how to use utility meters to invoice tenants for metered supply.
All Regions — Utility Meters
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.