Account Setup
11 articles
Customising Invoice TemplatesHow to customise invoice templates in Re-Leased — select a base template, configure logo, header, bank details, payment advice, merge fields, and font size. Settings apply at the company level…
Set Up Sequential Numbering for Invoices and Credit Notes (Open Beta)How to set up sequential numbering for invoices and credit notes in Re-Leased (Open Beta) — enable the feature, configure prefixes, starting numbers and padding, share sequences, and understand locking…
Setting Payment Priorities for ContactsHow to set payment priorities for contacts in Re-Leased — assign priority levels to Creditor/Supplier contacts to control the order in which they are paid during disbursement processing.
Managing Chart of AccountsHow to manage the Chart of Accounts in Re-Leased — create, import, edit, archive, and restore accounts for Client/Trust Accounting or standalone without an accounting platform connection.
Managing Tax TypesHow to manage Tax Types in Re-Leased — set up and edit tax rates for financial transactions in Client/Trust Accounting or standalone mode. For connected accounting customers, Tax Types are…
Setting Measurement UnitsHow to set measurement units in Re-Leased — configure the company default (square metre, square foot, hectare, or acre), adjust units per area, customise display units for area totals, and…
Setting Up Custom Rent Payment FrequenciesHow to set up custom rent payment frequencies in Re-Leased — create non-standard payment schedules such as rent-free periods or English quarter dates, and apply them to a lease/tenancy's payment…
Setting Up Non-Resident Landlord Tax Functionality (UK Only)How to set up Non-Resident Landlord (NRL) tax functionality in Re-Leased (UK only) — enable withholding tax in Client Account settings, configure non-taxable accounts, add HMRC as a contact and…
Managing TypesHow to manage Types in Re-Leased Settings — create, import, edit, archive, and restore Lease/Tenancy, Area, Maintenance, Insurance, Property, and other type categories used across the platform.
Managing Cheque BooksHow to manage cheque books in Re-Leased Client/Trust Accounting — add new cheque books, edit cheque ranges, cancel individual cheques or entire books, and archive completed books.
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…