Articles
Activating Unique Alphas
Activating Unique Alphas
What it does
When the Enforce Unique Alphas option is activated, REST Professional prevents you from using the same alpha code twice within a particular record type. Activating unique alphas will allow you to use f...
Adding a Global Comment to an Owner Statement
Adding a Global Comment to an Owner Statement In REST Professional you have the ability to add a global comment onto an Owner Statement. This will print and preview with the comment on the bottom of the statement whether printed or emailed to the ...
Adding a Global Comment to a Tenant Statement/Invoice
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...
Bank Platforms Compatible with BPAY in Rest Professional
Bank Platforms Compatible with BPAY in Rest Professional Overview In Rest Professional you now have the ability to pay your creditors in bulk using the payment method BPAY. Rest creates a BPAY file not unlike the ABA file (for EFT Payments) which...
Changing Banks, Entity (ie ABN, Company Name) or Trading Name in Rest Professional
Changing Banks, Entity (ie ABN, Company Name) or Trading Name Do I need to contact MRI Software if my company is changing its Trading Name? Yes. Please email the details to your Account Manager Sales.Rockend@mrisoftware.com
to arrange for a n...
Changing from Exclusive to Inclusive Paid to Dates
Changing from Exclusive to Inclusive Paid to Dates
Overview
You may wish to change your system from using exclusive dates (ie/ 01/10 – 01/11) to inclusive dates (ie/ 01/10 – 31/10) which is the most common system setup for your rent paid t...
Cheque Stationery Sample for REST Professional
Cheque Stationery Sample for REST Professional
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Clearing Statements vs Non-Clearing Statements
Clearing Statements vs Non-Clearing Statements
Learn about the differences between clearing and non-clearing statements.
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Configuring Tenant Invoicing with Creditor Disbursements
Configuring Tenant Invoicing with Creditor Disbursements
Learn how to create a tenant invoice at the same time as creating a creditor disbursement in REST Professional.
...
Configuring Web Advertising Settings
Configuring Web Advertising Settings
Learn how to configure web advertising settings in REST Professional, to upload property advertisements to multiple portals.
...
Displaying the Agent ABN on Statements and Invoices in REST Professional
Displaying the Agent ABN on Statements and Invoices in REST Professional
Setup of Agent ABN on statement/invoices in REST
Go to your system options (ie/ Other > Utilities > System Options > Statements Tab). Tick the option for “Print A...
Duplicate Creditor Disbursement Warning
Duplicate Creditor Disbursement Warning
REST Professional version 11.5 introduced the ability to configure a warning when duplicate creditor invoices are entered from Creditor Disbursements entry screens including Property Maintenance Disburse...
Elders Group – Set up Statement Fee Procedure
Elders Group – Set up Statement Fee Procedure
This workaround is designed for offices on clearing statements who want to run owner statements regularly BUT only want charge one statement fee per month, regardless of how many statements have bee...
How to Activate Clearing Statements in REST Professional
How to Activate Clearing Statements in REST Professional Overview Clearing statements will show only transactions since the last statement was cleared, unlike the non-clearing statements which will show all transactions in the current period reg...
How to Change a Property Manager Through Global Changes
How to Change a Property Manager Through Global Changes
Learn how to change a property manager linked to a property via global changes, and how to make a property manager inactive in this short video.
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How to Change the Postage & Sundries Description in REST Professional
How to Change the Postage & Sundries Description in REST Professional
Overview
This document can be used if you wish to change the name of Postage & Sundries in REST and will assist you to change the name on the Owner’s Monthly Statement &...
How to Change Owner Statement and Creditor Email Text
How to Change Owner Statement and Creditor Email Text
Overview
When emailing owner statements (in bulk) and creditor correspondence (remittances, quote and work order requests) the emails are sent automatically through REST. The outgoing e...
How to Create New Manager types in REST Professional
How to Create New Manager types in REST Professional
Overview
This document covers setting up Manager Types in REST. REST allows up to five types of Managers to be associated with a property. The Property Manager and the Inspecting Agent a...
How to do a Global Change to Owner Statement Styles in REST Professional
How to do a Global Change to Owner Statement Styles in REST Professional
Overview
You would like to change all of the Owner Statement Styles in REST to a different Statement Style in REST. This can be done manually against the Owner Card ...
How to do a Global Change of Property Manager
How to do a Global Change of Property Manager
Overview
In REST, you have the ability to do a global change to change a portfolio from one manager type to another.
This document will cover changing a Property Manager th...
How to Enforce Unique Tenant Codes in REST Professional
How to Enforce Unique Tenant Codes in REST Professional
Overview
You can setup your system to enforce unique tenant code numbers in REST Professional. This option will require tenant code numbers to be unique between active and inactive t...
How to Setup Web Advertising from Rest to www.realestate.com.au
How to Setup Web Advertising from Rest Professional to www.realestate.com.au Overview As you have previously been manually uploading to this site, www.realestate.com.au requires unique ID numbers to be set against each of the properties that have ...
How to Globally Change Inspections in REST Professional
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...
How to Globally Change Postage & Sundries in REST Professional
How to Globally Change Postage & Sundries in REST Professional Overview You would like to change all of the Postage and Sundries charges against the owners in Rest to a different amount. This can be done manually against each owner or as a global ...
How to Purge and Compress Property Maintenance Records
How to Purge and Compress Property Maintenance Records
Overview
You have the ability to Purge and Compress your Property Maintenance in REST. This either purges the already deleted items or it deletes old property maintenance up to a certa...
How to Reduce Time Audit Backups Take in Rest Professional
How to Reduce Time Audit Backups Take in Rest Professional Overview The Audit backup process at End of Month can be a lengthy process in some cases as Rest defaults to backing up your Data, History, Property images, Word Merge Documents and your M...
How to Setup an ABA File Path in REST Professional
How to Setup an ABA File Path in REST Professional
Overview
An ABA file contains EFT Payments that are uploaded from REST to your Banking Software. Within your banking software you can browse to the designated location and import the A...
How to Setup and Charge Owner Bank Charges in REST Professional
How to Setup and Charge Owner Bank Charges in REST Professional Overview This document will assist you to set up owner bank charges in Company Details as well as on the owner card. This document will also discuss how to enter the charge globally f...
How to Setup and use ADL Forms in REST Professional
How to Setup and use ADL Forms in REST Professional
Overview
ADL Forms is a Third Party Product partnered with Rockend to enable you to mail merge from REST Professional into the ADL Forms programme. It is easy to set up, however you mu...
How to Setup and Use Automatic Bond Reconciliation in REST Professional
How to Setup and Use Automatic Bond Reconciliation Overview The Automatic Bond Reconciliation makes it easier to manage the bonds held in your trust account. Rest Professional displays the bonds receipted on the screen and allows you to pay them ...
How to Setup and Use Tenant Direct Debits
How to Setup and Use Tenant Direct Debits Overview Tenant Direct Debit option raises direct debit transactions from the tenant’s bank accounts for rental and invoices that is due. The funds are debited from the tenant and credited to the Agent’s ...
How to Setup and Use the Inspection Planner in Rest Professional
How to Setup and Use the Inspection Planner in Rest Professional Overview Inspection Planner will help assist you with the inspection process from reviewing and scheduling to sending notices, inviting owners, updating tenant ledgers, updating pr...
How to Setup and Use the Portfolio Checker
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...
How to Setup Credit Card Surcharges in REST Professional
How to Setup Credit Card Surcharges in REST Professional
Overview
REST provides the ability to add a credit card surcharge field to the Tenant Rent Receipts screen. Once activated, REST will display a Credit Card Surcharge field to process...
How to Setup DEFT Remittance Slips in Rest Professional
How to Setup DEFT Remittance Slips Overview DEFT payments are available for use with Macquarie Bank clients. Rest Professional gives you the ability to print a tenant invoice with a DEFT remittance slip for commercial tenants. This document will...
How to Setup REST Professional to Pay Rent Past Vacate Date
How to Setup REST Professional to Pay Rent Past Vacate Date
Overview
You may have a tenant that is vacating, and funds need to be receipted past the vacating date, Upon entering the rent receipt screen you may be prompted with the followin...
How to Setup REST Professional Web Advertising for rent.com.au
How to Setup REST Professional Web Advertising for rent.com.au
Overview
This document will explain how to configure REST Professional web advertising as supplied by rent.com.au.
This document will cover:
How to Setup a...
How to Setup SMTP in Rest Professional
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...
How to Setup Sub-Meter Invoicing in REST Professional
How to Setup Sub-Meter Invoicing in REST Professional
Overview
Sub-meter invoicing creates and prints tenant invoices for sub-metered services such as electricity, gas and water based on the usage for each tenant in a building. Before usin...
How to Setup to Email Tenant Statement Invoices in REST Professional
How to Setup to Email Tenant Statement Invoices in Rest Professional This document will cover the following: Overview System Options Steps Tenant Details Setup Emailing Tenant Statement/Invoicing Overview You can set up your sy...
How to Setup to not Print Emailed Owner Statements
How to Setup to not Print Emailed Owner Statements
Overview
You have a system option in REST to not print owner statements that are setup to be emailed. If this option is selected, owners statements will only print for those owners without...
How to Setup Window Cards in REST Professional
How to Produce Window Cards in REST Professional
Overview
The Property Window Card function allows you to print window cards for your rental properties using the photos and advertising details stored in the property. This is accomplished b...
How to Update an Incorrect GST Amount in REST Professional
How to Update an Incorrect GST Amount in REST Professional
Overview
While reviewing your Income & Expenditure reports you may find a transaction that is reflecting the incorrect GST amount. If the transaction is a disbursement, a paid te...
Import Tenant Applications from 1Form
Import Tenant Applications from 1Form
Overview
1Form www.1form.com.au is an online tenancy application system that allows a tenant to complete an application electronically which is then sent to you via email. REST reads the emailed file...
iPayRent - How to Process a Tenant Download File
iPayRent - How to Process a Tenant Download File
Overview
iPayRent is a third party product that provides download files with tenants rents that have been paid and transferred into your trust account. These files can be processed in REST s...
iPayRent – Tenant Download Set Up
iPayRent – Tenant Download Set Up
Setting iPayRent Tenant Download in REST
Set up of the Tenant Download is in the Company Details. Go to Other > Utilities > Company Details. Click on the Charges & Taxes tab and then click on Bank down...
Interest on Arrears for Advanced Commercial
Interest on Arrears for Advanced Commercial What is Interest on Arrears The Advanced Commercial Module is required to activate this feature. REST helps calculate the interest owed on overdue rents and invoices for commercial clients and creates a ...
Outlook Synchronisation Setup and Use
Outlook Synchronisation Setup and Use Rest Professional MS Outlook Integration enables you to push action diary entries from the Rest Professional Diary to your Microsoft Outlook Calendar, and synchronise contact details from Rest Professional with...
Receipt Formats in REST Professional
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...
Setup and use of Business Alerts in REST Professional
Setup and use of Business Alerts in REST Professional Overview In Rest Professional you now have the ability to nominate a user to receive a Business Alert via email when a Bank Reconciliation and System Backup have not been performed for a set nu...
Set up Water Usage in Company Details
Set up Water Usage in Company Details Important Note: All charges in REST are based on annual charges. As a result you must enter the rates into REST as annually. If you have the quarterly rates, you need to enter into REST as the quarterly rates...
South Australia Water Usage Metering
South Australia Water Usage Metering Overview The water authority in South Australia is SA Water. They are the only water authority for the state. SA Water increases their rates every financial year. In general you would not change the charges...
Tenant Download with ANZ Fileactive
Quick Checks for Tenant Download with ANZ Fileactive
Overview
At present ANZ Fileactive Tenant download for Bpay Files are not fully compatible with REST. There is a work around which will allow the CSL file to be processed once the file n...
Updating an incorrect BOMA Code (Chart of Account) in Rest Professional
Updating an Incorrect BOMA Code (Chart of Account) in Rest Professional Overview While reviewing your Income & Expenditure reports you may find a transaction that has the wrong BOMA (Chart of Account) code. This can be easily rectified in Rest Pr...
Water Usage Calculations in Rest Professional
Water Usage Calculations in Rest Professional Important Note: All charges in REST are based on annual charges. As a result you must enter the rates into REST as annually. If you have the quarterly rates, you need to enter into REST as the quar...
Westpac ABA Files – Westpac Live Platform
Westpac ABA Files – Westpac Live Platform
Overview
Westpac Live is a new Westpac platform which now requires all ABA file names to be uploaded with a certain file extension which must be lowercase. You may have attempted to upload an ABA f...
How to Setup Window Cards in REST
How to Setup Window Cards in REST Professional
Overview
The Property Window Card function allows you to print window cards for your rental properties using the photos and advertising details stored in the property. This is accompli...
REST Professional Owner & Tenant Portal Branding Setup
REST Professional Owner & Tenant Portal Branding Setup
Branding
The branding section in the REST Communicator Configuration screen allows you to customise your portal webpage with your agency’s branding to provide a seamless transi...
How to Setup the Logo in Rest
How to Setup the Logo in Rest Professional Overview Rest Professional has the facility to incorporate your company logo on Owners Statements, Work Orders, Quote Requests and Tenant Invoices. You will require a suitable logo with the correct r...
How to update your Company email address in REST Professional
How to update your Company email address in REST Professional
Overview
The Company email address in REST is used to display on all company header information but it is also the email address that will be utilised if you choose to set up...
REST Professional Cannot Detect Email to Save to Document Management
Rest Professional Cannot detect sent Emails to save to Document Management Overview When sending an email from one of the Master Files within REST Professional, you have the option to save a copy of this email into the preferred document manag...
Guidance for Removing Invalid Redirected Printers in Rest
Guidance for Removing Invalid Redirected Printers in Rest Overview On some terminal server environments and computers accessed via remote desktop, copies of Redirected Printers may accumulate in the registry which can cause an error 5707 when tryi...