Accounts Section
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 I'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 I 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. I will give you an example scenario below: In this example I will invoice a ...
How to view previously generated payment Statements?
In this guide I'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 associated you need to navigate to the tenancy and then click on the pencil icon next to the agreement type and update the rent amount accordingly. Once you have done this, you need to move to the Rent & Fee Schedule from within ...
Suspence Accounts Guide
In this guide I will show you how to deal with the Suspence 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, I'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 Management Fees can be added ...
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 t for a landlord where the associated rent demand was ...
How to Perform a Reconcile
In this guide I'll show you how to reconcile your bank accounts with the transactions that have taken place in Rezi PM. When you need to see the dashboard for accounts, simply click on the word accounts on the left hand side navigational panel. Here ...
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 your fee deductions, any jobs that ...
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, I will cover an overview of the Accounts Dashboard. If accounts isn't switched on for you agency please contact our sales team to book a demo from this link. In this guide, I will cover an overview of the Accounts Dashboard. When you ...