Articles
Owner's Consent for the Electronic Services of Notices and Documents
Owner's Consent for the Electronic Services of Notices and Documents in Rest Professional Overview Rest Professional Version 18.5 introduces a new option on the Owner Detail screen to indicate an Owners preference on the electronic service...
Rent Renegotiation due to Financial Hardship in Rest Professional
Rent Renegotiation due to Financial Hardship in Rest Professional Rest Professional Version 18.5.03 introduces a new option on the Tenant Details > Renegotiation Tab to allow identification of tenants whose rents have been renegotiated due to ...
Adding a Postal Address to Tenant Details
Adding a Postal Address to Tenant Details
Overview
In REST Professional, you can add a postal address for the tenants if their postal address differs from the property address.
If an address is entered into this area, this address wil...
Adding an Active/Inactive Status in REST Professional
Adding an Active/Inactive Status in REST Professional
Overview
In REST Owners Properties and Tenants can be marked as Casual Letting or Prospects by creating an inactive status in REST.
This marks the Masterfile as inactive...
Adding and Linking a Property Area Code
Adding and Linking a Property Area Code in REST Professional
Overview
Properties may be assigned to a Property Area Code to allow reports to be run for a particular area. You may use region names such as ‘Inner West’, s...
Changing a Holiday Booking Amount in REST Professional
Changing a Holiday Booking Amount in REST Professional
Overview
You may have a scenario where one of your Holiday Booking tenants lengthen or decrease their stay from the original dates booked.
In most cases, the tenant may have paid ...
Understanding Web Upload Logs & XML Files
Understanding Web Upload Logs and XML Files
Overview
REST Professional Web Advertising allows you to pass the rental or sales property advertising details, photographs, floor plans and virtual tour links to any participating Interne...
Change of Ownership to a Non Managed Owner
Change of Ownership to a Non Managed Owner
Overview
If a property you manage has been sold and you will not be retaining the management, you may be required to send the funds to the new owner or managing agent.
This document will cove...
Creating a Holiday Booking Master File
Creating a Holiday Booking Master File
Learn how to create a holiday booking owner, property and guest master file in this short 3 minute video.
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Creating a New Sale File
Creating a New Sale File
Learn how to create a new sale file in REST Professional.
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Creating a Property Master File
Creating a Property Master File
Learn how to create a new property master file in REST Professional.
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Creating an Internal Account
Creating an Internal Account
Learn how to create a new internal owner and property master file in REST Professional.
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Creating an Owner Master File
Creating an Owner Master File
Learn how to create an owner master file in REST Professional in this short 3 minute video.
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Creating Creditor Categories
Creating Creditor Categories
Learn how to create a category to group creditors to, and how to assign this category to a creditor master file in this sort video.
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Enhanced Property Maintenance Management
Enhanced Property Maintenance Management Enhanced Property Maintenance Management boasts a redesigned Maintenance screen that allows you to easily search for jobs in the new Job List, attach images and documents, and simplified disbursement and com...
Finalising a Work Order in Property Maintenance
Finalising a Work Order in Property Maintenance
Learn how to complete a property maintenance job and create a creditor disbursement from the property maintenance screen in this 2 minute video.
...
GST Inclusive Rent for Commercial Tenants
GST Inclusive Rent for Commercial Tenants REST Professional version 10.5 introduced the ability to enter commercial tenants’ rent amounts as GST inclusive. Previously commercial rent could only be entered as GST exclusive and REST would calc...
How to Add a Contact to an Existing Tenant Details
How to Add a Contact to an Existing Tenant Details
Overview
You may wish to add a contact to an existing Tenant Details if there is several tenant contacts under the one lease name. You may also require to setup tenant contacts for a comme...
How to Add a New Creditor Card in REST Professional
How to Add a New Creditor Card in REST Professional
Overview
This document will take you through the steps to create a new Creditor Masterfile.
From the Creditor Details you check on all creditor detail...
How to Add a New Creditor Category in REST Professional
How to Add a New Creditor Category in REST Professional
Overview
This function allows you to add a new creditor category to the existing list of creditors and that specific category can later be searched within REST.
Steps
...
How to Add a New Owner Card in REST Professional
How to Add a New Owner Card in REST Professional Overview This document will take you through the steps to create a new Owner Masterfile. From the owner card you can enquire on owners details and balances including owner payout balances, access t...
How to Add a New Property Card in REST Professional
How to Add a New Property Card in Rest Professional Overview This document will take you through the steps to create a new Property Master File From the Property Card you can enquire on property details, access the property's owner and tenant...
How to Add a New Tenant Card in Rest Professional
How to Add a New Tenant Card in Rest Professional Overview This document will take you through the steps to create a new Tenant Master File. From the Tenant card you can Add, modify, archive or delete tenants, record the contact details for all t...
How to Add a Sale Card in REST Professional
How to Add a Sale Card in REST Professional REST Professional allows you to add sale records to your database, keeping all the relevant information relating to that sale in the one card from newly listed through to completion. This document w...
How to Allocate a Property Manager to a Property
How to Allocate a Property Manager to a Property
Overview
You may wish to change or allocate a New Property Manager to a property as a one off rather then as a global change for bulk properties.
This document will cover how to m...
How to Amend Rent Credits in Rest Professional
How to Amend Rent Credits in Rest Professional Overview You may be required to apply a tenant credit, remove a tenant credit or apply a credit amount to advance the tenant paid to date in Rest Professional. Note: Amounts in the Tenant Re...
How to Apply a Credit to a Commercial Tenant Invoice
How to Apply a Credit to a Commercial Tenant Invoice
Overview
If you are using the Advanced Commercial Module and have a commercial tenant invoice that has been created and requires deleting or adjusting a credit will need to be applied to...
How to Archive Tenant, Property and Owner cards in Rest Professional
How to Archive in Rest Professional Overview A step by step guide to archiving Tenant, Property & Owner Details in Rest. If you are archiving all three master files (i.e. the tenant property and owner cards) it is important that you ensu...
How to Attach a Strata Plan to a Property in REST Professional
How to Attach a Strata Plan to a Property in REST Professional Overview If you manage properties which form part of a strata plan, you can setup a strata plan which will enable you to record the strata plan contact details for properties and ...
How to Change a Tenant Anniversary Date in REST Professional
How to Change a Tenant Anniversary Date in REST Professional
Overview
You may be required to change your tenant’s rent cycle for various different reasons.
You will be required to change the tenants anniversary date in RES...
How to Change an Owner Statement Group
How to Change an Owner Statement Group
Overview
This field is used to place your owners into groups. Most reports and statements may be printed for all owners or for a selected group.
You may have a group of owners that require mid mo...
How to Change Creditor Status to Inactive in REST Professional
How to Change Creditor Status to Inactive in REST Professional
Overview
You can now set a Creditor to Inactive either as a one off or by doing a bulk status update through Global Changes. The Creditor Bulk Status Update allows you to...
How to Change Owner Statement Style 13 to another Statement Style
How to Change Owner Statement Style 13 to another Statement Style
Overview
You may have an Owner that is on Statement Style 13 and this requires to be changed to another statement style.
You must be mindful that statement style 13 has...
How to Consolidate Properties onto One Owner Card
How to Consolidate Properties onto One Owner Card
Overview
You may have an Owner who has multiple properties that are currently set up against on separate owner cards (i.e. SMITH1, SMITH2 etc.)
The owner may request that the propertie...
How to Create a New Holiday Booking in REST Professional
How to Create a New Holiday Booking in REST Professional
Overview
Holiday Booking Maintenance allows users to Add, change, archive or delete Holiday Bookings. Each booking attaches the Sundry Payments table saved against the Property which...
How to Create an Internal Owner Account in Rest Professional
How to Create an Internal Owner Account in Rest Professional Overview Internal accounts are used in Rest to separate the various income streams of your property management portfolio. For instance you can have an internal account which allows you ...
How to Email Owner Statements in REST Professional
How to Email Owner Statements in Rest Professional
You can setup Rest to email your owner statements rather than printing and mailing them. This can not only save your agency money on postage, but also save time printing the statements and putt...
How to Enter a Rent Increase in Rest Professional
How to Enter a Rent Increase in Rest Professional REST allows you to enter a rent increases recorded against Tenant Details that will take effect on a future date. If the rent increase does not fall on the anniversary date of the rent (i.e. the...
How to Process a Change of Ownership in Rest Professional
How to Process a Change of Ownership in Rest Professional Overview The change of ownership wizard is used to transfer a property from one owner to another when the property has been sold and you are retaining the management. This document w...
How to Process a Rent Free Period for Statement Style 12 or 13 in Rest Professional
How to Process a Rent Free Period for Statement Style 12 or 13 Overview The owner may offer a tenant a rent free period as an incentive for leasing premises, commonly found in commercial leasing. If the Owner is on statement style 12 or 13, yo...
How to Rectify Incorrectly Attached Tenant or Property Cards in REST Professional
How to Rectify Incorrectly Attached Tenant or Property Cards
Overview
In some circumstances a mistake has occurred that results in either a new property or a new tenant being attached to the wrong property or owner. This may be with or w...
How to Remove a Rent Column from Tenant Details in REST Professional
How to Remove a Rent Column from Tenant Details
Overview
REST Professional can hold and track up to three concurrent rental amounts paid by each tenant. These three different rental amounts can be used for standard re...
How to Resolve Detached Tenant on Property Card
How to Resolve Detached Tenant on Property Card
Overview
Property Master Files in Rest may sometimes appear as if there is no Tenant attached to the Card. You may find that a Property File is showing the Tenant tab as greyed out. The tenan...
How to Separate Multiple Properties from One Owner Card
How to Separate Multiple Properties from One Owner Card Overview You may have an Owner who has multiple properties that are currently set up against the one owner card. The owner may request that the properties be separated so that there i...
How to Setup a Commercial Tenancy in Rest Professional
How to Setup a Commercial Tenancy in Rest Professional Overview You have the ability to setup a commercial tenancy in Rest Professional. This will give you the option to charge GST on the rent and/or outgoings. This document will cover: Set...
How to Setup a Common Property in REST Professional
How to Setup a Common Property in REST Professional
Overview
In the event of managing multiple premises within the same complex that are owned by the same owner, there may be a need to setup a common property. A common...
How to Setup and Use the Sales Advertising Grid in REST Professional
How to Setup and Use the Sales Advertising Grid in REST Professional
Overview
You may enter the advertising and marketing expenses that are planned for a sale.
The expenses may be ticked as actioned when the item has been done. When...
How to Setup Buildings in REST Professional
How to Setup Buildings in REST Professional
Overview
You can use Buildings in rest if you are managing commercial properties that share outgoings. You can enquire on building details i.e. outgoings for the building. You are als...
How to Setup Casual Lettings in REST Professional
How to Setup Casual Lettings in Rest Professional Overview There may be times when an owner engages your office to find a tenant, and the property will not be managed by your agency. These are often referred to as let only or casual lettings. &nbs...
How to Setup Existing Tenant Management Take over
How to Setup Existing Tenant - Management Take over
Overview
You may have received a new management on a property that has been previously managed by another agency. You will need to ensure you get a print out from the previous agenc...
How to Setup Strata in REST Professional
How to Setup Strata in REST Professional
Overview
You are able to set up strata managements or body corporates in REST Professional however if you have several strata managements or more, we would recommend using strata specific t...
How to Setup Web Advertising for Domain in Rest Professional
How to Setup Web Advertising for Domain in Rest Professional Overview Domain can be configured to upload all property listings from Rest Professional, along with Advertising contacts to be listed with each property Ad. It is a requirement by Domai...
How to Setup Web Advertising in REST Professional
How to Setup Web Advertising in REST Professional Overview The REST Professional Web Advertising Module allows you to automatically upload the rental or sales property advertising details, photographs, floor plans and virtual tour links to any pa...
How to search for an Archived Master File in REST Professional
How to search for an Archived Master File in REST Professional
Overview
Owner, Property and Tenant Master Files may be archived after end of month/files update process or once there are no active transactions against the file.
Yo...
How to Setup a Management Fee Free Period
How to Setup a Management Fee Free Period
Overview
A management fee free period is a period of time where an owner will not be charged management fees on rent collected.
Setting this up in REST will ensure the owner will not be charged m...
How to Setup and Use Insurance Policies in REST Professional
How to Setup and Use Insurance Policies in REST Professional Overview You have the ability to add Insurance Policies into REST. If an Insurance Policy is added, it attaches to the allocated property and can be accessed through the insurance tab o...
How to Setup Tenant Brought Forward Balances in REST Professional
How to Setup Tenant Brought Forward Balances in REST Professional
Overview
If you wish to use statement style 9, 12 or 13 the tenants belonging to the owner must have an opening balance created and entered in REST. Arrears or credits...
How to Setup Variable Outgoings Cards in REST Professional
How to Setup Variable Outgoings Cards in REST Professional
The advance commercial module allows you to set your owners on a statement style that is designed to specifically withhold owner funds. If you do not have the advance commercial module,...
How to Use the Inspection Update Wizard in REST Professional
How to Use the Inspection Update Wizard in REST Professional
Overview
The Inspection Update Wizard calculates and updates the next inspection date of a property, based on the last inspection date and inspection frequency entered in the pro...
Inactive Creditors
Inactive Creditors
REST Professional has introduced Active and Inactive status to Creditor details. All Creditors are set to Active in the version 11 upgrade.
Inactive Status
Creditors that are set to Inactive cannot have transac...
Inactive Users
Inactive Users
REST Professional version 11.5 introduced Active and Inactive status to User Details. All Users are set to Active in the version 11.5 upgrade.
Users can be set as inactive at any time, if the user is a Property Manager, Web ...
Insufficient Funds to Process Change of Ownership
Insufficient Funds to Process Change of Ownership
Overview
A managed property has been sold. When trying to process the change of ownership wizard (selecting Agent to Adjust) the message that generates is “the vend or has insufficien...
iPayrent – Tenant Codes in REST Professional
iPayrent – Tenant Codes in REST Professional
iPayRent Numbers in REST as Tenant Codes
When you have entered the tenants contact information, iPayRent will automatically generate a Tenant Number (#) as shown below. This will then...
Key Tracking for Sales
Key Tracking for Sales
REST Professional version 11 provided the ability to track your sale keys against each sale and report on them using the new Sales Key List.
The ability to add a key number against a sale is now available...
Locked Master Files in REST Professional
Locked Master Files in REST Professional
Overview
Master Files in REST can become locked as a security measure so no changes are made if someone else is in the same Master File at the same time.
Problem
A “Locked &ndas...
Property Area Codes
Property Area Codes
Learn how to create an area code in REST Professional, and how to group properties to an area code in this short 3 minute video.
...
Property Water Efficiency Setup and Use in REST Professional
Property Water Efficiency Setup and Use in REST Professional
Overview
Property Water Efficiency allows identification and reporting on properties that are water efficient and or due for inspection. The tenant Invoice Entry and Water ...
Rent Increase Not Entered - Tenant with Inclusive Dates
Rent Increase Not Entered - Tenant with Inclusive Dates
How do I know if my system is on inclusive or exclusive dates?
Bring up a tenant card Files>tenant insert alpha index of the tenant >rental tab
Inclusive dates: “...
Rent Increase Reversal - Tenant with Inclusive Dates
Rent Increase Reversal - Tenant with Inclusive Dates
How do I know if my system is on inclusive or exclusive dates?
Bring up a tenant card Files>tenant insert alpha index of the tenant >rental tab
Inclusive dates: “Pai...
Creating a Property Master File
Creating a Property Master File Learn how to create a new property master file in REST Professional. ...
Residential Tenant with Exclusive Dates – Rent Increase not Entered
Residential Tenant with Exclusive Dates – Rent Increase not Entered
How do I know if my system is on inclusive or exclusive dates?
Bring up a tenant card Files>tenant insert alpha index of the tenant >rental tab
Inclus...
Residential Tenant with Exclusive Dates - Rent Increase Reversal
Residential Tenant with Exclusive Dates - Rent Increase Reversal
How do I know if my system is on inclusive or exclusive dates?
Bring up a tenant card Files>tenant insert alpha index of the tenant >rental tab
Inclusive dates...
Restore Process – Reports to Print for Rekey
Restore Process – Reports to Print for Rekey
Overview
If a restore to a previous backup is required, it is important that you print off all relevant documentation to ensure that everything is entered back into the system exactly as i...
Salespeople as Users
Salespeople as Users
In REST Professional version 11.5 Salespeople are created as Users in User Details instead of separately using the Salesperson screen. Setting up Salespeople as users provides all the features of Users to Salespeople includ...
Setting up Split Owners in Rest Professional
Setting up Split Owners in Rest Professional What are Split Owners You may have 2 or more owners that own a property and they require a percentage of total funds each month ie 2 owners get 50/50. Setting up Split Owners The owner detail ca...
Spell Check Web Advertising Description
Spell Check Web Advertising Description
Web Advertising in REST Professional allows up to 3000 characters in the Advertising Description and a spell check can also be completed on the advertising Headline and Description.
A c...
Understanding the Tenant Status Screen
Understanding the Tenant Status Screen
Learn how to read the tenant status screen, and how to view this screen in a report by watching this short 2 minute video.
...
Using REST Professional to Record Pool Compliance Certificates
Using REST Professional to Record Pool Compliance Certificates
Due to a change in legislation, all properties in NSW with a swimming pool or spa pool must have a valid certificate of compliance or relevant occupation certificate before they can...