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How Edit Contact Information in File Smart Print Mail The contacts list is automatically populated from the contact information available from your trust account. Enter a new contact in your trust account and they will appear in the contacts list...
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Creating an SMS Merge Template in REST Professional
Overview
REST Professional gives you the option to be able to create a bulk SMS merge to multiple owners or tenants, similar to a bulk mail merge.
The following instructions will ...
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How to Process a One Off Owner Payment – Clearing Statements Overview A one off owner payment may be required outside of the usual clearing statement and payment process. This document will cover: How to Process a one off Clearing Statement and...
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Reminders Setup and Use Guide
Introduction
You are able to configure alerts to remind you of important tasks to be completed. All preferences are user based, meaning that you will be alerted to the tasks that are important to you.
A...
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Exporting & Importing Static Portfolio Data When a plan is lost or gained, you can make the transition easier by processing an imported file containing the property's static data. ...
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Creating a Creditor Disbursement – Create as an Outstanding Disbursement in Rest Professional Overview There are two ways the system may be set up, the most common is to create the creditor disbursement as an outstanding disbursement. To check t...
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Introduction to Strata Hub Set up and Process in Strata Master This article will provide basics steps to set up and use Strata Hub. For more information, watch the webinar via this link for Strata Master Release Version 15 I December 2022 https:...
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How to Setup and Use Property Reminders Overview Property reminders are set up for tasks such as Fire Safety Inspections, Pest inspections, Swimming Pool inspections or any other property maintenance scheduled in for a reminder. From Version 18.5,...
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Transferring Sale Deposit to Investment Account Overview This document covers receipting and transferring of Sales Deposits: How to transfer a Sales Deposit to and from the investment account How to receipt interest on the Sales Deposit H...
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Inspection Tips for REST Professional On Demand E-Learning
Learn how to get the most out of REST Professional when managing inspections with this 20 minute on demand module. This module covers, setting up Area Codes, utilise Portfolio Check,...