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Bank Reconciliation Procedure and Checklist If you have already attempted to reconcile your Bank Reconciliation please continue with the following steps to try to help you reconcile. Have ready your most recent Bank Statement or Bank Account T...
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How to do an Email Merge in Rest Professional Overview In Rest Professional, you can merge to an email from a template saved in the Rest Word folder in the same way you would a normal merge letter, or you can create a new document to email throu...
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How to Generate Income & Expenditure Reports in Rest Professional - Australia Overview The Income & Expenditure reports list the accumulated income and expenses for owners for any financial year. The Income and Expenditure Summaries can be run ...
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How to Install Rest Professional onto a New Computer Overview These instructions will take you through the process to install Rest Professional onto a new computer. You do not need the CD to install Rest. Steps The setup file is located in the...
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The Pre Migration Wizard
The Pre Migration Wizard should be used to ensure a smooth and successful migration of data from Rest Professional into Property Tree. Using the Pre Migration Wizard will ensure your data is prepared prior to migration....
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Changing the ownership of a lot often involves multiple steps, any of which can get lost along the way – unless you’re using the Change of Ownership Wizard of course! ...
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Dealing with levy arrears is often time consuming and laborious – especially when owners pay incomplete amounts or forget to pay interest owed. The ‘Charge unpaid interest’ checkbox can be used to completely automate follow up for owners th...
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Spellcheck work orders, quotes, agendas and minutes creating through the meeting wizard, and any correspondence sent to owners. It’s a great way to ensure your correspondence stays professional and avoid any awkward errors. ...
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What do you do when you discover documents that have been allocated to the wrong plan, or that need to be filed in a different way? No, these don’t need to be edited individually! With just a few clicks you can update you electronic filing ...