Accounts Section
Dezrez PM Accounts FAQ's
What charges do I set up to get a service charge each month? To ensure that you earn a service charge from the monthly rent allocation that you send to the landlord, you must set the fee up as a MANAGEMENT FEE. If you set up a fee on a tenancy as any ...
Matching Transactions in Money Due In - Auto Banking
In this guide I'll show you how to setup match transactions for 'Money Due In'. This is also called Auto Banking. Once setup, it'll look at your bank account and see what transactions that have come into your account. It will then match this up with ...
How to Raise a Credit Note
In this guide we will go through how to raise a Credit Note. The best way to do this is by the Money Due In section on the navigational panel on the left-hand side of the screen on PM. Once you have click this you can see a list of all the money that ...
How to add a Transaction
In this guide we'll show you how to add a simple transaction into the system. As with raising an invoice you can do this from most people or property screens. You can also do this by going into the Money due in section. In the below example we will ...
Raising Invoices in Rezi PM
In this guide we'll go through raising an invoice in Rezi PM. This can be done from many different places so, it depends on who you would like to invoice in your scenario. We will use an example, where we will invoice a landlord for some work that ...
How to view previously generated payment Statements?
In this guide we'll show you how to view previously generated statements. So any statements that have already been generated for landlords and contractors, we will go through in this guide. To see any statements previously generated please follow the ...
Transaction Types
The following gives a high level overview of the various transaction types. Inter Account Transfer This is used when a deposit is protected into an insurance based deposit scheme and the agencies bank account linked to the deposit scheme is the same ...
Change Rent Demands
To change the Rent Demand associated with a Tenancy you need to: Navigate to the tenancy, beginning with selecting the 'Tenancies' menu option on the right hand side panel - Then, select the Tenancy that you wish to amend - Next, click on the pencil ...
Suspense Accounts Guide
In this guide, I will show you how to deal with the Suspense Accounts and also how to deal with unexpected or unknown payments received. Firstly go into money due in on the navigational panel in Rezi PM. Once here you can see from your bank if there ...
Dormant Accounts Guide
In this guide we will go through the Dormant and Suspence accounts on the Accounting Dashboard. You can see all your dormant accounts from the Accounts Dashboard on the left-hand side of the navigational panel in Rezi PM. Once on there you will see a ...
How to manage arrears
Every time an invoice is created in Rezi PM, a due date is allocated to the invoice. Once an invoice due date has passed and the amount due is outstanding, then the invoice is classed as in arrears. This can be from Rent Demands, Contractor Invoices ...
Creating and Managing Holding Deposits
The aim of this article is to help explain the flow and handling of Holding deposits within Rezi and Rezi PM. How do I request a Holding Deposit? Holding deposits are added at the time a successful offer is accepted within Rezi. The value entered in ...
Add/Edit Management Rent Demand Fees
In this guide, we'll show you how to add and edit management fees from the Tenancy Page. You can add system fees in this guide that will allow you to use the same fee/s time and time again. Click here for the video guide In order to ensure generation ...
How do I mark a rent demand as unpaid?
This article will provide steps to mark a rent demand as unpaid, once it has been paid. It will also reverse the allocation or collection of funds from the tenant. Steps: 1. Navigate to the tenancy details page. 2. Click on account -> All ...
Correct a Rent Demand Invoice
How do I correct a Rent Demand Invoice, if I have already accepted receipted payment from the tenant? This guide is aimed at resolving the common scenario where you need to process payment for a landlord where the associated rent demand was ...
How to Perform a Reconcile
In this guide we'll show you how to reconcile your bank accounts with the transactions that have taken place in Rezi PM Accounts. On the left hand side navigational panel, please click on 'Accounts Dashboard'. Here it'll open up and show you ...
Money Due Out - Paying Landlord and Contractors
In this guide we will concentrate on the Money Due out section. This is a list of all the money that needs to be paid to certain people like landlords and contractors. It will show how much rent has been received minus your fee deductions, any jobs ...
Money Due in - Receiving Rent
In this guide we will go through how to receive rent from a tenant. See a video guide here The best way to do this is by the Money Due In section on the navigational panel on the left-hand side of the screen on PM. Once you have click this you can ...
How to add and manage a Deposit Scheme
In this guide I will show you how to add a Deposit account into your PM account. Firstly click on the Accounts Dashboard on the left hand navigational panel. Once on the dashboard please click on the 'Add' button next to Deposits on the right-hand ...
Accounts Dashboard
In this section, we will cover an overview of the Accounts Dashboard. If accounts isn't switched on for your agency please contact our sales team to book a demo from this link. In this guide, we will cover an overview of the Accounts Dashboard. When ...