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Discover the Re-Leased Webinar Library

On-demand Re-Leased webinar library — recordings and FAQs covering navigation, properties, tenancies, maintenance, settings, templates, and outgoings/service charge budgets.

Updated over a week ago

The Re-Leased Webinar Library gives you on-demand access to training sessions covering all areas of the platform — from general navigation through to budgets and trust accounting.


General Navigation

Logging in, navigating the interface, managing your Calendar Dashboard, configuring user settings, and managing your To-Do List.


Properties

Viewing properties, accessing the Property Index, and creating new properties.


Tenancies

Tenancy management, reviewing tenancies, setting rent reviews, and creating a commercial tenant.


Maintenance and Inspections

Using the Maintenance Hub, managing quotes and work orders, navigating the Inspections Hub, setting inspection notice rules, and using the Reminders Hub.


Settings

General and accounting settings, and exploring add-ons and integrations.

Templates

Creating communications templates, defining arrears and inspection rules, and setting client accounting preferences.


Outgoings/Service Charge Budgets

Creating and approving budgets, managing tenancy concessions, and common budget management scenarios.

Adjusting budgets mid-year, incorporating income and expenses, and generating budget reports.


Reconciling Budgets

Reconciling outgoings/service charge budgets, using accruals and prepayments, and locking budgets for accuracy.


Some terms vary by region. In North America, Tenancies are referred to as Leases, and Service Charge Budgets as Outgoings Budgets. For UK customers, Client Accounting is the standard term; globally it is known as Trust Accounting. For more information, see our Glossary of Regional Terminology.

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