Company Settings
10 articles
- Displaying Property and Lease/Tenancy Notes on the Invoice ScreenHow to display property and lease/tenancy notes on the invoice screen in Re-Leased — enable Notes for Invoices in company settings, configure which note types appear, and view contextual notes…
- Display as Another Company: Use One Brand Across Documents (Beta)Use the Display as another company setting to have outgoing documents, emails and SMS show a different company's name, address and logo — useful when you've set up separate companies…
- Invoice ApprovalsRoute expense invoices through designated approvers in Re-Leased based on amount, property, or tenancy rules. Covers submission, approval, statuses, workflow setup, and permissions. Pro and Enterprise.
- Contact ApprovalsReview and approve new contacts before they become active in Re-Leased. Covers submitting, approving, statuses, multi-organisation contacts, workflow setup, and permissions.
- Getting Started with Approval WorkflowsApproval workflows in Re-Leased let you review invoices, work orders, contacts, and bank details before they take effect. Covers the Approvals Hub, statuses, workflows, teams, and permissions. Available on Pro…
- Work Order ApprovalsAdd spend control to maintenance work orders in Re-Leased. Covers submitting, approving, statuses, bulk approvals, workflow setup, and permissions.
- Bank Account ApprovalsReview changes to contact bank account details before they become active in Re-Leased. Reduces fraud risk in payments and disbursements. Covers adding, editing, approving, statuses, FAQs, and workflow setup.
- Purchase Order ApprovalsAuthorise committed spend and account coding before the work happens. Covers submitting, approving, rejecting, statuses, how purchase order and work order approvals differ, workflow setup, and permissions.