Client / Trust Accounting
10 articles
- Managing a Sales Trust (AUS Only)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,…
- How do owner statements work in Re-Leased, and how can I manage them effectively?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…
- What are the best practices for managing a trust account with no further transactions?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…
- Guide to Setting Up Fee Rules, Issuing Manual Fees, and Disbursing FeesVideo guide to setting up fee rules, issuing manual fees, and disbursing fees in Re-Leased Client/Trust Accounting.
- How do I manage and modify property fee rules in Re-Leased?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.
- Retaining Outgoings Funds on an Owner LedgerHow 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.
- How do I restore archived ledgers and their associated tenancies, properties, or owners in Re-Leased?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…