This article provides dedicated training content through interactive videos for mastering Re-Leased. Whether you’re currently undertaking onboarding, a new starter, or looking to refresh your knowledge, the below resources are an excellent foundation to begin.
All videos are interactive and short in length to keep you engaged along your learning journey!
Please ensure that you watch the video specific to your region where relevant.
Jump to a Section:
Settings - Review user and company settings.
Fundamentals - Your Re-Leased basics to get up and running, or to refresh your memory on certain topics.
Property Management - Dive into specific topics related to your day-to-day processes.
Accounting - Topics related to your day-to-day accounting.
Settings:
Remember to review your Settings to ensure a correct set-up is in place before you commence adding data to your account.
General Settings (Approx 20 mins)
Customizing and navigating settings relevant to your user and company.
APAC & North America - General Settings
Uk & Europe - General Settings
Invoices (Approx 25 mins)
Configure the appearance of Invoices and cover essential settings.
All Regions - Invoice Templates
Communication Templates (Approx 15 mins)
Apply branding and configure templates for correspondence.
All Regions - Communication Template Settings
Managing Users (Approx 20 mins)
How to set permission levels; invite, add and import new users; update user information; archiving users.
All Regions - Managing Users
Client/Trust Accounting Settings (Approx 40 mins)
Essential settings needed for a successful account set-up.
APAC: Settings for Trust Accounts
UK & Europe: Settings for Client Accounts (EMEA)
Fundamentals:
These are your essential training guides to getting started with Re-Leased. By the end of these videos, you’ll be able to navigate our platform and confidently enter data into your account. We recommend all new starters and those currently completing onboarding start here and watch these videos in the following order.
User Account Settings (Approx 15 mins)
Gain complete control of your account preferences.
All Regions - New User : Setting up your account
Navigation (Approx 20 mins)
Moving around and understanding Re-Leased
APAC & North America - Navigation
UK & Europe - Navigation (EMEA)
Property Data (Approx 30 mins)
How to set up a new property and understand the navigation.
APAC & North America - Property Data Entry
UK & Europe - Properties deep dive (EMEA)
Owners & Ledgers (Approx 15 mins)
Manage owner contact preferences and the set up of property ledgers, specifically for Client/Trust Accounting users.
All Regions - Trust Accounting: Owners and Ledgers
Owner Groups (Approx 10 mins)
Manage owner groups for syndicated ownership and split payments, specifically for Client/Trust Accounting users.
All Regions - Trust Accounting: Owner Groups
Tenancy Data (Approx 40 mins)
Adding a Commercial Tenancy and reviewing the navigation.
APAC & North America - Tenancy Data Entry
UK & Europe - Tenancies Deep Dive (EMEA) & Tenancy Creation (EMEA)
Property Management:
Now that you’ve mastered the essential set-up and training, you’re ready to dive into specific training content relevant to your day-to-day property management processes.
Inspection Hub and Rules (Approx 15 mins)
Setting up and issuing communication about inspections.
All Regions - Inspections
Arrears Hub and Rules (Approx 10 mins)
Setting up and issuing communication about arrears.
All Regions - Managing Arrears
Maintenance Tasks (Approx 10 mins)
Create and manage maintenance tasks and requests, while harnessing Credia AI to streamline the process.
All Regions - Maintenance
Accounting:
Now that you’ve mastered the essential set-up and training, you’re ready to dive into specific content relevant to your day-to-day financial processes.
Receipts and Banking (Approx 10 mins)
Processing payments, issuing receipts and preparing trust accounting bank deposits. This content is relevant for trust accounts and accounts not connected to an accounting package.
All Regions - Receipts and Banking
Entering Expenses (Approx 15 mins)
How to enter expense invoices.
All Regions - Expenses
Expense Refunds (Approx 5 mins)
How to utilise expense credit notes to process refunds.
All Regions - Expense Credit Notes
On-charging Expenses (Approx 7 mins)
How to utilise direct on-charge rules to invoice tenants for recovery of expenses.
All Regions - On-charging Expenses
Utility Meters (Approx 5 mins)
How to use utility meters to invoice tenants for metered supply.
All Regions - Utility Meters