Popular Articles

  1. How to Edit Contact Information in File Smart Print Mail

    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...
  2. Creating an SMS Merge Template in REST Professional

    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 ...
  3. How to Process a One Off Owner Payment – Clearing Statements

    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...
  4. Reminders Setup and Use Guide

    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...
  5.  Strata Master Top Tip #44 - Import/Export Portfolio Data

    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.   ...
  6. Creating a Creditor Disbursement – Create as an Outstanding Disbursement

    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...
  7. How to Setup and Use Property Reminders in Rest Professional

    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,...
  8. Transferring Sale Deposit to Investment Account

    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...
  9.  Inspection Tips for REST Professional On Demand E-Learning

    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,...
  10. Managements Gained and Lost Tracking and Reporting

    Managements Gained and Lost Tracking and Reporting REST Professional version 10.5 introduced enhancements to Property Details, Rest Management and KPI Reports that allows you to capture more information and track where new managements came from and...