This article is intended as a checklist for clients who are new and getting their accounts set up.  This is not a list of all settings, just those which are crucial to you being able to get your account started.

You may have touched briefly on some of these items in your initial training session.  It is expected that you will complete the following steps of set up on your own, and reach out to your implementation consultant if you run into any issues.

Click Settings on the green menu bar to access all of the items in this list.

NOTE:  Trust Accounting is also known as Client Accounting if your location is UK.  Where you see reference to either, it means the same thing.  For our customers in the UK, some of the other buttons have different labels with your local terminology.  A major example of this is the use of the pounds sign VS dollar sign.  Other terminology adjustments for the UK are: Outgoings = Service Charges, Bonds = Deposits, Security Deposits = Bank Guarantees.  All relevant buttons and links are in the same location and colour on the page as depicted in any images you see throughout the knowledge base.

The settings menu is divided into a few different sections, for ease of use the list below is divided into the same sections.

Maintain User Roles
Applicable if you want to add other users with a controlled level of access.
Click here to see related articles.
Manage Companies > select your company
General Information section (these details will appear on invoices and report headers)
  • Check company name and address
  • Add logo
Invoicing section
  • add Tax Number (ABN for Australia, GST for NZ, VAT for UK)
  • select which tax number to show on the invoices
  • add terms and payment advice
  • set default preferences for invoice generation and emailing
Quotes and Work Orders section
  • add a disclaimer, this is where you record the rules for being a contractor, and it will be shown on all of your work orders
Defaults and Customisations section
  • review and set default preferences for arrears and calendar to be allocated to new users
Invite or add users with the appropriate level of access as per User Roles

  • Set up Header and Footer (see video here)
  • Review and customise Master Templates (see video here)
  • Add templates for 'Owner Statements' and 'Remittance Advice'
Owner Statement OptionsReview and adjust as required (see article)

Chart of AccountsReview options for revenue and expenses, adjust, archive or add as required
(see article)
Disbursement ProfilesThese are your settings for disbursements, or payment runs, add more options if required
(see article)
FeesFee rules should be set up prior to conversion balances being entered and absolutely must be done before receipting funds if they are based on a % of money collected.  Your consultant will do these with you, please review the chart of accounts and have information about your fees available for your next appointment.
If you want to try setting them up yourself please refer to this article for guidance.
Invoice TemplatesRe-Leased comes with a system invoice template, you should review this, and if required add your own templates.
(see article)

Landlord PortalSet up your URL and banner
(see article)
Calendar IntegrationEnable your users to connect with google calendar, outlook calendar or office 365 calendar
(see video and article)
Integrated AppsEnable Macquarie Bank, Core Logic, Inspection Express or Fix-Flo integrations and add credentials for those accounts.
Re-Leased AppsEnable Tenant App and Landlord App if subscribed.

Maintenance and Inspection TypesReview and link maintenance types to the applicable expense account from your chart of accounts.
Note TypesEnable any note types to be visible when creating and editing invoices.
(see video)
Rent TypesReview and link rent types to the revenue codes from your chart of accounts.