Re-Leased

Handle income, expenses, and financial workflows confidently.

Accounting

How to set up property tracking categories in Re-Leased — assign default tracking dimensions that auto-populate on invoices for property-level reporting in Xero, QuickBooks Online, Sage Intacct, NetSuite, and Dynamics…

Setting Up Property Tracking Defaults

How to use the Sync Overview Page in Re-Leased — monitor accounting sync status across all companies, understand status definitions, and take action on errors or disconnections.

Understanding the Sync Overview Page for Connected Accounting Customers

Import Property Tracking Defaults

Tracking Hierarchy

Connected Accounting

Control which Customers and Vendors sync from Microsoft Dynamics 365 Business Central to Re-Leased. Covers excluding individual contacts and setting default sync exclusions for new records.

Set Up Contact Exclusions for Microsoft Dynamics 365 Business Central

Beta - Microsoft Dynamics 365 Business Central

How to connect Re-Leased to Sage Intacct — step-by-step guide covering navigation to integrations, entering Web Services credentials, selecting your entity, setting a sync date, and completing the onboarding matching…

How to Connect Re-Leased to Sage Intacct

Control which Customers and Vendors sync between Sage Intacct and Re-Leased using a custom checkbox field. Covers creating the field, bulk updating contacts, and how Re-Leased uses the exclusion.

Set Up Contact Exclusions for Sage Intacct

Complete the required Sage Intacct setup before connecting to Re-Leased. Covers finding your Company ID, enabling Web Services, configuring authorisation, and creating a Web Services user.

Setting Up Sage Intacct Before Connecting to Re-Leased

Sage Intacct

How to identify and resolve permission-related sync failures between Oracle NetSuite and Re-Leased — covers the Integration Role, Custom Segments, Custom Record Types, Apply To configuration, transaction forms, and troubleshooting…

Troubleshooting NetSuite Permission Issues

How to connect Re-Leased to Oracle NetSuite — covers navigation to integrations, connecting with the Re-Leased Integration Role, setting a sync date, matching existing data, and optional contact exclusion setup.

How to Connect Oracle NetSuite to Re-Leased

How to prepare Oracle NetSuite before connecting to Re-Leased — install the Re-Leased SuiteApp, enable SuiteCloud features (SuiteScript, REST Web Services, OAUTH 2.0), and assign the Re-Leased Integration Role.

Setting Up Oracle NetSuite Before Connecting to Re-Leased

Oracle NetSuite integration limitations in Re-Leased — multi-currency, subsidiaries, journal entries, invoice PDFs, description lines, discounts, classifications, bank deposits, attachments, and sync restrictions.

Understanding Oracle NetSuite Integration Limitations

How to manage Oracle NetSuite sync results in Re-Leased — use the Sync Overview and Sync Results page to filter errors, link and unlink records, and understand sync direction and…

Managing Your Oracle NetSuite Sync Result

Resolve the "Dependency has validation errors" sync error between Re-Leased and Oracle NetSuite. Explains why linked entities fail and how to find and fix the root cause using the Sync…

Resolving Entity Sync Errors with Oracle NetSuite

Common Oracle NetSuite sync errors in Re-Leased — causes and resolutions for duplicate contacts, multi-currency, and Journal Entry payment issues.

Managing Your Oracle NetSuite Sync Errors

How journal entry payments from Oracle NetSuite sync into Re-Leased — invoice status, payment method display, and limitations including voided journals, unallocated entries, and intercompany journals.

Journal Entry Payments with Oracle NetSuite

Learn how to enable header-level tracking to sync tracking categories (Location, Department, and Class) to the invoice header in NetSuite, instead of at the line-item level.

Sync Tracking Categories at the Header Level with Oracle NetSuite

Sync NetSuite Related Contacts into Re-Leased

Oracle NetSuite

How to set up the NetSuite Contact Exclusion field in Re-Leased — create the custom checkbox field in NetSuite, apply it to forms, and optionally bulk update contacts via CSV…

Setup Contact Exclusions for NetSuite

Connecting & Getting Started

Connect Re-Leased to QuickBooks Online with a one-to-one company sync. Covers prerequisites, connecting the integration, matching accounts and contacts, sync preferences, and invoice numbering.

How to Connect QuickBooks Online to Re-Leased

How to manage QuickBooks Online sync results in Re-Leased — use the Sync Overview and Sync Results page to filter errors, link and unlink records, and understand sync direction and…

Managing Your QuickBooks Online Sync Result

Common QuickBooks Online sync errors in Re-Leased — causes and resolutions for multi-currency, email addresses, discounts, future payment dates, decimal places, missing invoices, and overpaid invoices.

How to Resolve Common QuickBooks Online Sync Errors

QuickBooks Online

How to disable property auto-matching for the Xero integration in Re-Leased — control whether the Related Property field on invoices is set automatically via tracking categories or manually by the…

Disable Property Auto-Matching for Xero

How to connect Xero to Re-Leased — prerequisites, step-by-step connection guide, completing the reconciliation steps for tax types, accounts, tracking, and contacts, and post-connection tracking setup.

How to Connect Xero to Re-Leased

How to set up tracking categories with Xero in Re-Leased — create categories in Xero, import them, configure property tracking defaults, set property matching, and optionally disable auto-matching.

Setting Up Tracking Categories with Xero

How to handle Xero overpayments and prepayments in Re-Leased — pull transactions created from January 2022, include older ones by re-saving in Xero, identify OP and PP icons, and view…

Handling Overpayments and Prepayments from Xero

Resolve the "Dependency has validation errors" sync error between Re-Leased and Xero. Explains why linked entities fail and how to find and fix the root cause using the Sync Results…

Resolving Entity Sync Errors with Xero

Troubleshoot Xero expenses not showing against a property in Re-Leased — checks cover entry type, bill tracking, tracking category connection, property setup, and the Sync From date.

Resolving Expenses from Xero Not Displaying in Re-Leased

Fix invoice due date discrepancies between Re-Leased and Xero caused by mismatched time zone settings — how to check and align time zones in both systems.

Matching Time Zones in Re-Leased and Xero

Xero

Income & Expenses

A reference glossary of all terms used on invoices in Re-Leased, including issue date, due date, ledger, tax, status, and more. Covers regional terminology differences.

Invoice Terms Explained

How consolidated tenant invoicing works in Re-Leased — defer on-charges, utility charges, and manual charges to the next rent invoice, manage pending charges, set defaults, and understand how the invoice…

Consolidated Tenant Invoicing

Edit income or expense invoices in Re-Leased while they are in draft or approved status. Covers locating invoices, making changes, and voiding and recreating invoices that can no longer be…

Editing an Income or Expense Invoice

Apply and manage discounts in Re-Leased Client/Trust Accounting. Covers how to use discounts in place of negative lines, reporting on discounts, and configuring fee rules for pre- or post-discount amounts.

Managing Discounts for Client/Trust Accounting

Split a part payment across income invoice line items instead of pro-rating automatically, so reports, owner statements and tax returns reflect exactly what was paid.

Allocate payments to income invoice line items (BETA)

Allocate a credit note across an invoice's line items instead of a proportional spread, so owner statements, tax returns and budget reports reflect exactly what you credited.

Allocate a credit note to invoice line items (BETA)

What to change in your invoice template's DEFT payment advice section to align with Macquarie's October 2026 updates, and how to do it in Re-Leased.

Updating your DEFT payment advice for the October 2026 changes

Invoice Management

Set up expense instalment templates in Re-Leased to automatically generate invoices for large recurring expenses like council rates, insurance, and service contracts paid in multiple payments over time.

Managing Large Expenses with Instalment Templates

Automate regular expense billing in Re-Leased by setting up Repeating Expense Invoices with a defined schedule, approval status, and creditor details. Includes BPAY update steps for Australian customers.

Setting Up Repeating Expense Invoices

How to create a new expense invoice in Re-Leased — enter property, tenancy, creditor, dates, amounts, account codes, and attachments. Covers Connected Accounting tracking categories and on-charge options.

Entering Expense Invoices

Control how Credia reads and processes your expense invoices.

Expense Invoice Credia Settings

How to find invoices, use the invoice record screen, understand line types, and what changes if you're on Trust (Client) Accounting.

Navigating Invoices in Re-Leased

Income & Expense Invoices

Re-Leased Pay

What to do when a Re-Leased Pay Direct Debit payment fails. Covers automatic and manual reversal, common failure causes, and next steps for Client/Trust Accounting and Xero customers.

Handling Payment Failures for Re-Leased Pay

Re-Leased Pay transaction limits for credit card and Direct Debit payments. Includes per-country limits for BECS, Bacs, ACH, and Pre-Authorised Debit methods.

Re-Leased Pay Processing Limits

Direct Re-Leased Pay payments to a non-bank Chart of Accounts such as Undeposited Funds. Keeps cash reports accurate until bank reconciliation is complete. For connected accounting customers only.

Allocating Re-Leased Pay Payments to Non-Bank Chart of Accounts

How refunds and payment disputes work through Re-Leased Pay. Covers bank account disputes, credit card chargebacks, dispute outcomes, and how Re-Leased recovers disputed funds.

Refunds and Disputes

Reconcile Re-Leased Pay payouts with your bank statement. Covers Client/Trust Accounting automatic matching, Xero and QuickBooks Online reconciliation, and manual reconciliation for other setups.

Reconciling Payouts from Re-Leased Pay

Payment Processing

Understand how Re-Leased Pay automatic payments behave when tenancy events occur — including vacating, cancellation, term expiry, rent reviews, credit notes, and same-day setup scenarios.

Re-Leased Pay Automatic Payments and Tenancy Changes

Explains what happens when an invoice exceeds a tenant's automatic payment limit: the held-for-approval notification, how to approve or pay another way, and that holds don't expire.

Reviewing Automatic Payments Held for Approval

Recurring Payments

Video walkthrough of the Re-Leased Pay tenant payment experience for Australia and New Zealand customers — paying an invoice and setting up automatic payments.

Re-Leased Pay — Tenant Workflow (AUS/NZ)

Video walkthrough of the Re-Leased Pay tenant payment experience for EMEA customers — paying an invoice and setting up automatic payments.

Re-Leased Pay — Tenant Workflow (EMEA)

Video walkthrough of the Re-Leased Pay tenant payment experience for US and Canada customers — paying an invoice and setting up automatic payments.

Re-Leased Pay — Tenant Workflow (US/CA)

Tenant Workflow

How Australian tenants pay invoices using Direct Debit via Re-Leased Pay — covers invoice selection, entering bank details on the secure checkout, and payment confirmation. Australia only.

Paying an Invoice with Direct Debit via Re-Leased Pay (AUS Only)

How UK tenants pay invoices using Bacs Direct Debit via Re-Leased Pay — covers invoice selection, entering bank details on the secure checkout, and payment confirmation. UK only.

Paying an Invoice with Direct Debit via Re-Leased Pay (UK Only)

How Canadian tenants pay invoices using Pre-Authorized Debit via Re-Leased Pay — covers invoice selection, bank account verification via login or micro-deposits, and payment confirmation. Canada only.

Paying an Invoice with Pre-Authorized Debit via Re-Leased Pay (CA Only)

Payment Methods

Client / Trust Accounting

How to manage a Sales Trust Account in Re-Leased (Australia only) — set up a sale with commission, fund the account, create and pay expenses, add a buyer, process deposits,…

Managing a Sales Trust (AUS Only)

These statements are tied to disbursement profiles and are generated based on specific settings and assignments. Below, we explain how owner statements work, how to manage them, and address common…

How do owner statements work in Re-Leased, and how can I manage them effectively?

When managing a trust account that no longer has any transactions, it is important to follow best practices to ensure proper maintenance and avoid accidental activity. Below are the key…

What are the best practices for managing a trust account with no further transactions?

Managing Client / Trust Accounts

How to bulk email receipts in Re-Leased — select multiple receipts and send payment confirmations at once using Bulk Actions. Includes email template details and the UK exception for VAT…

Bulk Emailing Receipts

How to convert the Barclays.net Account Statement Report into a CSV you can import via CSV mapping, using Claude to run a conversion script.

Import Barclays.net multi-account bank statements into your Client Accounts

Bank Reconciliation

How to manage the End of Financial Year process in Re-Leased — covers disbursements, Close of Period, EOFY email templates, charging fees, and generating and distributing the Financial Summary Report.…

How to Manage End of Financial Year (EOFY)

Close of Period

How to disburse funds from your Client/Trust Account in Re-Leased — covers selecting a disbursement profile, processing creditors, fees and owner payments, and downloading the bank file. APAC and EMEA…

Disbursing Funds

Managing disbursements and reconciling payments in Re-Leased involves several key steps. This guide outlines the process for completing a disbursement, troubleshooting missing EFT records, and reconciling payments after creditor disbursements.

How do I complete a disbursement and reconcile payments in Re-Leased?

When disbursements are reversed in Re-Leased, the associated invoices may no longer appear as paid, and reconciling the spent item can become challenging. Follow these steps to resolve the issue…

How do I handle reversed disbursements and reconcile payments in Re-Leased?

When managing creditor disbursements in Re-Leased, you may encounter situations involving unreconciled items, unpresented payments, or unpaid invoices. This guide explains how to proceed in these scenarios while maintaining compliance…

How can I handle disbursements with unreconciled items, unpresented payments, or unpaid invoices in Re-Leased?

There are specific conditions under which remittance advice may not be generated or may appear incomplete. This article explains these scenarios and provides guidance on resolving common issues.

Why are remittance advices not generated or incomplete in Re-Leased?

Disbursements

Video guide to setting up fee rules, issuing manual fees, and disbursing fees in Re-Leased Client/Trust Accounting.

Guide to Setting Up Fee Rules, Issuing Manual Fees, and Disbursing Fees

This guide provides step-by-step instructions for common scenarios, including adding manual fees, changing recurring dates, and setting different fees for specific owner groups.

How do I manage and modify property fee rules in Re-Leased?

Fees & Commissions

How to retain Outgoings funds in a separate owner ledger within Re-Leased's Client/Trust Account rather than disbursing them to the property owner. APAC and EMEA only.

Retaining Outgoings Funds on an Owner Ledger

Restoring archived ledgers and their associated entities (tenancies, properties, or owners) in Re-Leased requires addressing the dependency between the ledger and the entity. Below is a step-by-step guide to resolve…

How do I restore archived ledgers and their associated tenancies, properties, or owners in Re-Leased?

Ledgers

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