Fee rules in Re-Leased's Client/Trust Accounting control when management fees are triggered, what they're based on, and which accounts they're recorded against.
Note: Fee settings for Client/Trust Accounting apply to standalone companies only — not integrated accounts. Late fees are configured separately. See Creating Late Fee Rules for guidance. Fees cannot be shared between companies — they must be set up individually for each.
Interactive demo: Settings for Trust Accounts — Section 7 (APAC)
Interactive demo: Settings for Client Accounts — Section 7 (EMEA)
Accessing Fee Rules
Go to Settings.
Click Fees. The company you are configuring is displayed at the top.
Creating a New Fee Rule
Click Create New Fee Rule Definition.
Enter the Title — this is how the fee appears on owner statements.
Choose a Fee Type: Owner Fee, Property Fee, or Tenancy Fee.
Set the trigger under Raised at occurrence of to define when the fee is charged.
Select the accounts affected from the Chart of Accounts.
Enter the fee amount or percentage rate.
Set Apply to New to Yes if the fee should automatically apply to new owners, properties, or tenancies.
Set an Effective Date — use the dropdown to apply it immediately if needed.
Select which owners, properties, or tenancies the fee applies to, then confirm and save.
Fee Types
Owner Fees — charged per owner contact; can be set to deduct from one ledger only.
Property Fees — charged per property, with the option to specify income and expense account codes.
Tenancy Fees — charged per tenancy and assigned to the owner. Use an income invoice instead if a direct tenant charge is required.
Fee Triggers
Trigger | Owner | Property | Tenancy |
Manual | ✓ | ✓ | ✓ |
On a Date Schedule | ✓ | ✓ | ✓ |
Owner Statement | ✓ |
|
|
New Tenancy |
| ✓ | ✓ |
Term Renewal |
| ✓ | ✓ |
Rent Demanded |
| ✓ |
|
Rent Receipted |
| ✓ |
|
Money In/Out of an Account |
| ✓ |
|
Property Anniversary |
| ✓ |
|
Note: Use Money In/Out of an Account when rent and outgoings are invoiced together but fees are charged at different rates. Property Anniversary fees must be raised manually from the Dashboard calendar event — they are not raised automatically.
Setting the Owner Ledger for Property and Tenancy Fees
Navigate to the property and select the Ledgers tab.
Click Edit against the relevant ledger.
Assign the appropriate account codes to ensure fees are allocated correctly.
For Asia-Pacific customers, the term "Trust Account" is used. European customers refer to this as "Client Account". Client/Trust Accounting is not available to customers in North America. For more information on regional terminology, see our Glossary of Regional Terminology.