Setting up a new company in Re-Leased takes you through six configuration sections. After clicking Save, the Company Set Up Wizard guides you through the remaining steps.
Creating the Company
Navigate to Settings > Manage Companies.
Click Create New.
Enter company details and click Save.
1. General Information
Company name — your business operating name.
Billing Group — your Re-Leased account reference (not client-facing).
Copy company settings — clones settings from an existing company. Copies: Area Types, Insurance Types, Tenancy Types, Tenancy Form, Maintenance Types, Property Types, Rent Types, Rent Review Types, and Zoning Types only. All other settings must be manually configured.
Postal address — appears on invoices and reports.
Company logo — upload via the designated icon.
Country — determines time zone and legal parameters.
2. Invoicing Details
If integrating with Xero, leave tax and invoice fields blank — Xero will manage them.
Set whether to generate invoices on the due date or in advance.
Set whether advance invoice dates use the generation date or the due date.
Configure default billing basis, email preferences, and note settings.
Set due date defaults for manually entered invoices.
Note: These settings apply to new tenancies. Existing tenancy settings must be updated manually.
3. Quotes and Work Orders
Enter the default text that appears on Quotes and Work Orders generated by the system.
4. Defaults and Customisations
Arrears and advance notification settings.
Measurement units for property spaces (does not auto-convert existing data).
Default inspection frequency (can also be set per inspection).
Custom property references for labelling within Properties and Tenancies.
5. Security
Define which existing users have access to this company. Additional users can be added later on the Users page.
6. Optional Features
KPIs — enable tracking for winning and losing properties and tenancies.
Effective Paid to Date — shows the date up to which payments have been made on leases/tenancies, including partially paid invoices.
Allow Client/Trust Account bank adjustments — enables balance adjustments.