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How to Create a Sales Disbursement in REST Professional
The sales module allows you to create Sales Disbursements in REST to pay out from the trust account to Creditors, Agents, Solicitors, Buyers and Vendors.
This document will as...
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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 ...
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How to Reverse a Sales Receipt in Rest Professional You may be required to reverse a sales receipt created in Rest for various reasons. This document will assist you to: Reverse a Sales Receipt (Current Period) Reverse a Sales Receipt (Pre...
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How to Change a Cheque Number in Rest Professional Overview You may hand write your cheques and the numbers written on the physical cheque and the numbers utilised in Rest Professional differ, or the cheque printed on did not follow the same seque...
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How to Setup the Logo in Rest Professional Overview Rest Professional has the facility to incorporate your company logo on Owners Statements, Work Orders, Quote Requests and Tenant Invoices. You will require a suitable logo with the corr...
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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...
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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...
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Preparing your Data for Migration Rockend has had over 35 years’ experience with data migrations. We strive to make this process as seamless as possible. As with all data migrations, a successful outcome in Property Tree will depend upon th...
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How to Reverse a Bond Disbursement in REST Professional Overview You may be required to reverse a bond disbursement cheque. The bond cheque may have been sent back to you by the bond board or the cheque may be missing and requires cancelling...
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How to Reverse a Sundry Receipt in REST Professional
Overview
A Sundry Receipt is for the purpose of receipting monies you receive that are not tenant rent, bond, invoices etc.
You may be required to reverse a sundry receipt due to so...