Fee rules in Re-Leased let you automatically generate management fees or commissions based on triggers such as rent demanded, rent receipted, or money in/out of an account. This article covers fee setup for connected and standalone accounting customers.
Note: Late fees are configured separately — see Creating Late Fee Rules. Client/Trust Accounting fee setup is also separate — see Setting Up Fees for Client/Trust Accounting.
Step 1: Assign Contacts and Fee Invoice Settings
Ensure all properties have an owner contact assigned.
Then set the From contact used on fee expense invoices: Settings > Manage Companies > Edit Company > Invoicing > Fee Invoices.
Step 2: Create a Fee Rule
Navigate to Settings > Fees.
Click Create New Fee Rule Definition.
Enter the Title — this appears on invoices.
Choose a Fee Type: Property Fee or Tenancy Fee.
Set the trigger under Raised at occurrence of.
Select the accounts affected from the Chart of Accounts.
Fees cannot be shared between companies — each company requires its own fee rules.
Fee Types and Triggers
Property Fees — charged per property, with separate account codes for income and expenses.
Tenancy Fees — charged per tenancy and assigned to the owner. For tenant-facing charges, use an income invoice instead.
Trigger | Description |
On a Date Schedule | Fixed-price regular charges on a set schedule. |
Rent Demanded | Fee charged based on rent invoices generated. Applies to all line items on the rent template. If you only want to charge on the rent portion (not outgoings), use Money In/Out of an Account instead. |
Rent Receipted | Fee charged when rent invoices are receipted. Same scope as Rent Demanded — use Money In/Out of an Account if outgoings and rent are on the same invoice but charged at different rates. |
Money In/Out of an Account | Charges fees by account code. Use when rent and outgoings are invoiced together at different fee rates, or when charging fees on expense invoices. |
Step 3: Customise Fee Settings
Record raised fee against this account — the expense code for fee invoices (customisable per customer).
Flat Fee Amount or Percentage — the standard rate (customisable per customer).
Apply to New — select Yes to automatically apply this rule to new properties or tenancies.
Effective Date — the date the fee takes effect. Must be a future date, or select immediately from the dropdown.
Step 4: Select Properties or Tenancies
Select which properties or tenancies the fee rule applies to. Untick any that should be excluded. Use the filter to narrow down the list. Confirm the details and click Save.