Most contacts you work with have more than one person attached - flatmates on a tenancy, multiple billing contacts at a vendor, an accounts payable team behind a single supplier. Additional People lets you record everyone connected to a contact in Re-Leased, and now those people sync automatically with your connected accounting system. You get a complete picture of who you're dealing with on both sides, without manual upkeep.
Availability
Additional People syncing is available for customers connected to Sage Intacct or NetSuite. Support for other accounting systems is on the roadmap.
How Additional People work in Re-Leased
Every Contact in Re-Leased can have one or more Additional People attached to it. The Contact represents the legal entity you transact with (the customer or vendor that gets invoiced). Additional People are the individuals associated with that contact - tenants in a shared house, the accounts team at a corporate landlord, multiple stakeholders at a managing agent.
You'll find Additional People on the Contact Details page under the Additional People tab. From there you can add, edit, archive, or remove people from a contact.
How syncing works
When you add or update an Additional Person on a contact, Re-Leased syncs that change to your connected accounting system on the next sync. Changes made in Sage Intacct or NetSuite flow back the same way.
Sage Intacct: Additional People sync as Contacts under the parent Customer or Vendor record
NetSuite: Additional People sync as Contacts linked to the parent Customer or Vendor. They keep the parent's customer number rather than getting a new one
The same person can be linked to more than one contact. When that happens, Re-Leased keeps the person's company assignments aligned across every contact they're attached to.
Onboarding existing customers
If you already use Sage Intacct or NetSuite with Re-Leased, the onboarding process helps you reconcile the people that exist on each side before turning syncing on.
During onboarding you'll see a list of Additional People found in your accounting system alongside any matching people already in Re-Leased. For each row you can:
Confirm a match - links an existing Re-Leased person to the matching record in your accounting system
Create - leaves the person to be created in your accounting system on the first sync
Archive - marks the person as inactive in Re-Leased
Remove from this company - keeps the person available for sibling companies but removes them from the current one
Clear - resets a match locally so you can re-do it
Once you've worked through the list, the next sync brings everything into alignment.
Multi-company contacts
Additional People work alongside Multi-Company Contacts (MCC). When a Person is linked to multiple Contacts that span different companies, Re-Leased uses union semantics - removing a company from one contact won't remove the Person's mapping to that company if another contact still includes it. This keeps your shared contacts intact when you make changes in one company.
Entity filtering
Entity filtering rules you've set up in your accounting system are respected. If a contact is excluded from syncing to Re-Leased (for example, with the Disable Syncing to Re-Leased setting in NetSuite), its Additional People won't sync either. Restoring the contact restores its people too.
Tips and considerations
Additional People are for individual people associated with a contact - not separate billing entities. Each Person stays nested under the parent contact's record in your accounting system, so you won't end up with extra customer or vendor numbers
You can choose which Additional People to use as correspondence recipients on a per-tenancy basis. Syncing the person doesn't automatically change who receives invoices or statements
If a Person fails to sync, you'll see a clear message on the sync results page with a link to the contact so you can fix the issue and retry