Click on any icon in the green menu bar to navigate to the different areas within Re-Leased.
1. Click Dashboard on the Icon Menu to view your own calendar, or use the tabs to switch to the global calendar, which shows the events for all users, and can be filtered by user.
2. Items due today, or which are overdue are listed to the right of the calendar.
3. The calendar key determines what events and tasks show on your calendar.
The coloured tiles link to the Arrears, Maintenance and Inspection Hubs. Use the orange My Reminders button to view your own and add new reminders to the calendar.
All items can be attended to from the dashboard. Hover your mouse over the item on the calendar to view basic details, or click into the item to view details, edit or action the notification.
To find out more about the Calendar see here: What Information can I see in the Calendar?
The My Analytics tab is used to display your favourite reports. Use the Add chart drop down list to get started.
Selecting Properties from the menu will open the property page.
The page can be filtered by Properties list, Map, and Archived properties. On this page you can add a New Property or to add properties in bulk you can select the Import Properties option.
The property list can be filtered:
1. By Company
2. By Property Manage
3. By Property Type
4. By Name or Street (alphabetically)
5. By using the Search Bar
Selecting Tenancies from the menu will open the Tenancy page.
The page can be filtered by Current, Future, Expired, Cancelled and Archived Properties. On this page you can add a New Tenancy or to add tenancies in bulk you can select the Import Tenancy option.
The tenancy list can be filtered:
1. By Company
2. By Property Manager
3. By Name/ Street
4. By using the Search Bar
Income and Expenses
Searching Income & Expenses from the menu will open the Income & Expense page.
The page can be filtered by Income, Expenses, Repeating Income, Repeating Expenses and Receipts. These can then be filtered by status:
5. Awaiting Approval
8. Credit Notes
9. Exact match by entering invoice number in Search Bar
There is the option to Process Payments, Process Bulk Expenses and add New Invoices.
Searching Contacts from the menu will open the Contacts page.
If you are connected to Xero, this list is the same as in your Xero account. Changes made in Re-Leased will update to Xero straight away, changes made in Xero will sync into Re-Leased once per day, or whenever you instigate a sync from the Settings > Manage Add Ons menu.
The page can be filtered by All Contacts, Current Tenants, Companies, Creditors, Owners, Preferred Suppliers, Bond Authorities and Archived contacts.These can subsequently be filtered by:
2. Property, Tenancy, Maintenance, Insurance, Invoices, Owner, Bond Authority, Company, Creditor, Preferred Supplier
You can also send text messages and emails from this page. As with Properties and Tenancies, you can add a New Contact or Import Contacts to bulk upload contacts.
The Documents page gives you access to all documents. Documents can be uploaded via a Property, Tenancy or from Documents Tab - 'New Document'.
Documents can be viewed and filtered by: All Documents, Property Documents, Tenancy Documents, Company Documents or Archived Documents.
Selecting Reports from the Menu will open the Report List. Xero and Stand Alone Users will see only General Reports, and Trust Accounting/ Client Accounting Users will see both General Reports and Trust Accounting Reports.
Reports can be filtered by Company, by selecting the drop down. Individual Reports will enable you to filter each report accordingly.
The General Reports are grouped by: Property, Tenant, Financial, Budget, Performance and Other.
Trust Accounting Report are grouped by: Transactions, banking, Financial, Disbursement, Performance, Reconciliation and Ledgers.
Reports enable a comprehensive analysis of information within your account, they can be viewed on the screen or downloaded. The Reports function will not make any changes to information within your account.
Options used throughout Re-Leased are managed through Settings. The Settings area can be filtered by Company by selecting the drop down menu (see arrow)
Users have great flexibility to customise Re-Leased to suit their portfolio by adding, editing and archiving the options available.
Xero users can manage their integration from the Settings menu and enter the 'Manage Add-Ons and Integrations' field to sync data. The Landlord portal and Tenant App integrations can be managed through here also.
Click on the '?' to access the Help Centre.