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Adding a Global Comment to a Tenant Statement/Invoice
Overview
You may be required to add a global comment to appear on the bottom of your tenant statement/invoice.
This might include information such as the payment details (i.e.bsb a...
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Where to Find Your Client ID
Find out how your Client ID helps you, and where you can find your Client ID in this short 1 minute video.
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How to Use the End of Month Wizard (Clearing Statements)
Overview
REST Professional incorporates an End of Month (EOM) Wizard which allows users to process month-end disbursements to creditors and owners and perform other trust accounting ...
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How to Payout Internal Owners in Rest Professional Overview Internal Accounts are set up in REST to process receipts such as bonds, tenancy Fees, letting fees & advertising. They also collect management fees, GST charges as well as postage and sun...
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Setting Up Enhanced Integration REST Professional and fileSMART
REST Professional and fileSMART now deliver enhanced integration functionality to reduce time and improve productivity when searching for and filing documents. Features include:
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Processing a Bond Disbursement Learn how to process a disbursement from REST Professional to your bond authority using the Bond Disbursement Wizard in this short video. Note: These instructions do not include enhancements made to this featur...
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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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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’, suburbs or even po...
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How to Setup and Use the Portfolio Check Overview Portfolio Checker displays a list of diary items and tasks that are due for individual property managers. The portfolio checks for tasks associated with the properties belonging to those property m...
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Export Data in REST Professional Version 14
Overview
REST Professional Version 14.0 offers an enhancement to the existing Print Letter / Export Data functionality in REST Professional by enabling users to export sel...