Workflows
6 articles
Ending Management of a PropertyHow to end management of a property in Re-Leased — process final transactions, vacate tenants, issue final disbursements, generate close-out reports, and archive tenancies, ledgers, and property records in the…
Change of Owner WizardHow to use the Change of Owner Wizard in Re-Leased Client/Trust Accounting — check prerequisites, prepare the new owner ledger, run the wizard to transfer rent and invoices, and confirm…
Managing Direct On-Charge AllocationsHow to manage Direct On-Charge allocations in Re-Leased — create allocation rules to pass outgoing expenses to tenants by percentage, modify existing templates, and delete allocations that are no longer…
Managing Keys for a PropertyHow to manage property keys in Re-Leased — add keys to the Keys tab, check keys out to contacts or users with an expected return date, check keys back in,…
Managing Property Rating ValuationsHow to manage property rating valuations in Re-Leased — access the Current Rating Valuations tab on the Legal page, add new valuations with land and improvement values, and edit or…
Managing Utility Meter ReadingsHow to manage utility meter readings in Re-Leased — enter individual readings or use bulk entry, generate tenant invoices from readings, and track utility invoices in the Income and Expenses…