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Last Updated: 28/11/2024
in File Smart Installation Guides File Smart System Requirements Full System Requirements Documentation Server Requirements File Smart allows multiple users to run the software concurrently on different computers all accessing the same da...
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How to Add a New Tenant Card in Rest Professional Overview This document will take you through the steps to create a new Tenant Master File. From the Tenant card you can Add, modify, archive or delete tenants, record the contact details for all t...
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How to Process a One Off Creditor Payment in Rest Professional Overview This process allows you to payout a creditor immediately by EFT, Cheque or BPAY for either a single disbursement or multiple disbursements. You must ensure that the disbursem...
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How to Manually Adjust a Tenant Ledger This document relates to Rest Professional Databases on Inclusive dates only. How do I know if my system is on inclusive or exclusive dates? Open a tenant Master File: Files > Tenant, insert Alpha Index o...
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How to Use the End of Month Wizard in Rest Professional The Rest End of Month (EOM) Wizard allows users to process month end disbursements to creditors and owners and performing other trust accounting functions, whilst ensuring data integrity ...
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Income & Expenditure (End of Financial Year/EOFY) Fees - Checking fees, Change Individual Fees, Update Fees via Global Changes
Learn how to check which owners will be charged an Income & Expenditure Fee, and learn how to change fees individuall...
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Holding Deposits in REST Professional Holding Deposits can be receipted into REST against a prospective tenant who has paid a deposit or holding fee on a property. The funds receipted as holding deposit are held into an internal owner account c...
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How to Setup Users in Rest Professional Overview In Rest Professional you have the ability to add, search, modify or make a user inactive, define level of security, change passwords, modify portfolio options and setup outlook synchronisation etc. ...
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How to Setup SMTP in Rest Professional Overview Rest Professional is designed to use Microsoft Outlook by default. The primary limitation with Outlook is that the 'From' email address will be the email address of the operator who is sending the em...
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Setting up Split Owners in Rest Professional What are Split Owners You may have 2 or more owners that own a property and they require a percentage of total funds each month ie 2 owners get 50/50. Setting up Split Owners The owner detail cards f...