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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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Frequently Asked Questions in fileSMART
What happens if the conversion program stops working part way through?
The conversion will track which documents have been archived from the document register, so if you need to re-run the process yo...
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Receipt Formats in REST Professional
Overview
There are different receipt formats and printer options available in REST Professional depending on the type of printer you use. We recommend that plain paper be used for receipt printing howe...
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Checklist - New Plan Not Managed Things to check if a plan is not showing as managed and it should be: Check that a bank account has been assigned. In the “Corp” screen, Bank Acct tab, under the field “Main Bank Account”. Ensure that a...
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How to Globally Change Inspections in REST Professional
Overview
You may wish to do a global change in REST Professional to change the existing inspection information recorded against the tenant and property i.e. inspection frequency, insp...
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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...
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Last Updated: 12/03/2019
in File Smart Common Questions
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How to Apply a Holiday Deposit to Rent and Sundries
Overview
If you have receipted a deposit for a holiday booking the funds will sit in an internal account called AAHOLDEP. These funds are not credited to the owners account until the dep...
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Managing ADL Forms in REST Professional and fileSMART
Overview
This guide describes how to use REST Professional with fileSMART Archive document management integration when ADL forms is being used to create merged PDF documents.
Step ...
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File Changes Report in REST Professional
Overview
The file changes report records a list of changes made to Owner details, Creditor Details, Vendors and Buyer Details and various other changes made in REST.
For each entry, the report sho...