Navigating the Main Menu

  • Updated

Users in the Asia-Pacific and Europe commonly use the terms "Arrears" and "Tenants," whereas in North America, "Delinquency" and "Leases" are preferred. For more information on regional terminology, please refer to our Glossary of Regional Terminology.


Welcome to your go-to guide for navigating the Re-Leased platform! This article offers a direct and comprehensive overview of the Re-Leased Main Menu, designed to elevate the efficiency of your property management tasks.


Check out our self-guided learning video for an interactive demo: Navigation (Approx 20 mins).

For our European users, check out: Navigation (EMEA)

Jump to a section:

1. Dashboard
2. Property Management
3. Accounting
4. Reporting
5. Triple Bar [≡]
6. 'My Account'

Copy of HelpCentre_Desktop Landscape_Video (68).gif


1. Dashboard 

The Dashboard is the central hub of the Re-Leased platform, offering a calendar view and quick access to key features. 

  • Click on Dashboard to view My Calendar, switch to the Global Calendar for a broader view, and filter events by user. 
  • Look to the right for items due Today or Overdue. 
  • Utilize the calendar key to display preferred events and tasks. 
  • Access the Arrears Hub, Maintenance Hub, and Inspection Hubs through the tiles, and manage reminders via the orange button. 
  • The My Analytics tab showcases your top reports. Begin by selecting from the Add chart dropdown. Check out Understanding and Utilizing Analytics Charts for more information. 

For deeper insights into Calendar functionality, check out our article on Navigating the Dashboard Calendar.

2. Property Management

The Property Management section is your centralized command for property and lease/tenancy details.

  • Properties
    In Properties, manage your entire property portfolio with ease:
      • Track properties via list, map, or archived views.
      • Create and monitor Maintenance tasks.
      • Administer Insurance policies with a few clicks.

  • Leases / Tenancies
    In the Leases/Tenancies section, effectively oversee all aspects of tenant relationships:
      • Employ tabbed navigation to organize tenancies and filters for precise searches.
      • Manage Rent Reviews and Inspections.
      • Impose Late Fees for unpaid rent and other expenses.

Our refined navigation makes these essential tasks accessible directly, saving time and effort.

3. Accounting

Fine-tune your Financial Management with direct access to comprehensive financial information via the Accounting section:

  • Monitor Arrears/Delinquencies and track Income & Expenses.
  • Analyze detailed transactions through Invoice Intelligence.
  • If applicable, manage your Client/Trust Account in one location.

4. Reporting

Explore our depth of reporting capabilities, now more accessible:

  • Navigate effortlessly between General or Client/Trust Accounting Reports.
  • Create tailored insights with the Report Builder.
  • Leverage Re-Leased Insights for strategic decision-making.

5. Triple Bar [≡]

The Triple Bar menu consolidates key management features previously dispersed across the application. Utilize the Triple Bar for swift navigation to:

  • Contacts,
  • Documents,
  • and Reminders, for streamlined administration workflows.


6. 'My Account'

With My Account, personalize your Re-Leased experience and stay secure:

  • Adjust account settings, change your password, and set notification preferences.
  • Review last login activity to maintain security vigilance.


By navigating the new interface, you'll not only save time but also gain quick access to the tools most important to your work.

 

Was this article helpful?