Managing Companies
4 articles
Archiving and Restoring a CompanyHow to archive and restore a company in Re-Leased — archive companies with no linked records via Manage Companies, and restore archived companies from the Archived Companies tab.
Company Invoicing SettingsHow to configure company invoicing settings in Re-Leased — invoice templates, tax number display, accounting provider support, invoice generation timing, and due date options for manual invoices.
Setting Up a New CompanyHow to set up a new company in Re-Leased — configure general information, invoicing details, quotes and work order defaults, customisations, user security, and optional features using the Company Set…
Setting Up Tracking Categories for PropertiesHow to set up tracking categories for properties in Re-Leased — enable categories in the connected accounting integration settings and assign them to individual properties via the Property Details tab.