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User Security Level Definitions in Rest Professional Overview All Users are given a security level in Rest. This is setup through Files > Users selecting the user by clicking on Search-F7. The Security level settings for system and sales ...
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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...
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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 Res...
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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 yo...
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How to Reverse a Sales Receipt in Rest Professional You may be required to reverse a sales receipt created in Rest for various reasons. This document will assist you to: Reverse a Sales Receipt (Current Period) Reverse a Sales Receipt (Pre...
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KPI Reports with Rest Communicator Rest Professional now includes three automated Key Performance Indicator KPI reports. These reports provide the ability to benchmark and improve efficiency within your business. The reports bring together propert...
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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 corr...
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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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Transferring Sale Deposit to Investment Account Overview This document covers receipting and transferring of Sales Deposits: How to transfer a Sales Deposit to and from the investment account How to receipt interest on the Sales Deposit H...
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Managements Gained and Lost Tracking and Reporting REST Professional version 10.5 introduced enhancements to Property Details, Rest Management and KPI Reports that allows you to capture more information and track where new managements came from and...