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  • Rest Professional
    • Ascend Celebrating Rest Professional Resources
    • EOFY Resources
    • Providing Rent Relief, Rescheduling Inspections and Communicating During COVID-19
    • Using Rest Professional
      • How to Email or Print a Receipt
      • How to Edit the Email Receipt Template
      • Getting Started
        •  Completing a Backup
        •  Creating a New User in REST Professional
        • Enhanced Backup Wizard
        • Gmail Setup in Outlook for use with REST Professional
        • How the REST Professional Calculator Works
        • How to Add Chart of Account Codes in REST Professional
        • How to Backup in Rest Professional
        • How to Disable User Account Control (UAC) Settings
        • How to Install and Apply a REST User Licence File
        • How to Setup and Process Tenant Download Files in REST Professional
        • How to Setup and Use REST Mobile
        • How to Setup Users in Rest Professional
        •  Introduction to Holiday Bookings
        • PriceFinder Widget
        • Sensitive Change Alert Setup and Use in REST Professional
        • Setting Regional and Language Options to be Compatible with REST Professional
        • Setting up On The Move integration
        • Setting Regional and Language date settings for calendar interpretation to work with Rest Professional
        • Setting up Branches in REST Professional
        • Setting up Direct Connect Integration
        • Understanding the Menu and Toolbar Options in REST Professional
        •  Using Smart Search
        •  Where to Find Your Client ID
      • Files
        • Owner's Consent for the Electronic Services of Notices and Documents
        • Rent Renegotiation due to Financial Hardship in Rest Professional
        • Adding a Postal Address to Tenant Details
        • Adding an Active/Inactive Status in REST Professional
        • Adding and Linking a Property Area Code
        • Changing a Holiday Booking Amount in REST Professional
        • Understanding Web Upload Logs & XML Files
        • Change of Ownership to a Non Managed Owner
        •  Creating a Holiday Booking Master File
        •  Creating a New Sale File
        •  Creating a Property Master File
        •  Creating an Internal Account
        •  Creating an Owner Master File
        •  Creating Creditor Categories
        • Enhanced Property Maintenance Management
        •  Finalising a Work Order in Property Maintenance
        • GST Inclusive Rent for Commercial Tenants
        • How to Add a Contact to an Existing Tenant Details
        • How to Add a New Creditor Card in REST Professional
        • How to Add a New Creditor Category in REST Professional
        • How to Add a New Owner Card in REST Professional
        • How to Add a New Property Card in REST Professional
        • How to Add a New Tenant Card in Rest Professional
        • How to Add a Sale Card in REST Professional
        • How to Allocate a Property Manager to a Property
        • How to Amend Rent Credits in Rest Professional
        • How to Apply a Credit to a Commercial Tenant Invoice
        • How to Archive Tenant, Property and Owner cards in Rest Professional
        • How to Attach a Strata Plan to a Property in REST Professional
        • How to Change a Tenant Anniversary Date in REST Professional
        • How to Change an Owner Statement Group
        • How to Change Creditor Status to Inactive in REST Professional
        • How to Change Owner Statement Style 13 to another Statement Style
        • How to Consolidate Properties onto One Owner Card
        • How to Create a New Holiday Booking in REST Professional
        • How to Create an Internal Owner Account in Rest Professional
        • How to Email Owner Statements in REST Professional
        • How to Enter a Rent Increase in Rest Professional
        • How to Process a Change of Ownership in Rest Professional
        • How to Process a Rent Free Period for Statement Style 12 or 13 in Rest Professional
        • How to Rectify Incorrectly Attached Tenant or Property Cards in REST Professional
        • How to Remove a Rent Column from Tenant Details in REST Professional
        • How to Resolve Detached Tenant on Property Card
        • How to Separate Multiple Properties from One Owner Card
        • How to Setup a Commercial Tenancy in Rest Professional
        • How to Setup a Common Property in REST Professional
        • How to Setup and Use the Sales Advertising Grid in REST Professional
        • How to Setup Buildings in REST Professional
        • How to Setup Casual Lettings in REST Professional
        • How to Setup Existing Tenant Management Take over
        • How to Setup Strata in REST Professional
        • How to Setup Web Advertising for Domain in Rest Professional
        • How to Set Up Web Advertising in REST Professional
        • How to search for an Archived Master File in REST Professional
        • How to Setup a Management Fee Free Period
        • How to Setup and Use Insurance Policies in REST Professional
        • How to Setup Tenant Brought Forward Balances in REST Professional
        • How to Setup Variable Outgoings Cards in REST Professional
        • How to Use the Inspection Update Wizard in REST Professional
        • Inactive Creditors
        • Inactive Users
        • Insufficient Funds to Process Change of Ownership
        • iPayrent – Tenant Codes in REST Professional
        • Key Tracking for Sales
        • Locked Master Files in REST Professional
        •  Property Area Codes
        • Property Water Efficiency Setup and Use in REST Professional
        • Rent Increase Not Entered - Tenant with Inclusive Dates
        • Rent Increase Reversal - Tenant with Inclusive Dates
        • Creating a Property Master File
        • Residential Tenant with Exclusive Dates – Rent Increase not Entered
        • Residential Tenant with Exclusive Dates - Rent Increase Reversal
        • Restore Process – Reports to Print for Rekey
        • Salespeople as Users
        • Setting up Split Owners in Rest Professional
        • Spell Check Web Advertising Description
        •  Understanding the Tenant Status Screen
        • Using REST Professional to Record Pool Compliance Certificates
      • Transactions
        • How to Manually Adjust a Tenant Ledger
        • Agency Fee Configuration and Charges Setup and Use in REST Professional
        •  Applying a Tenant Holding Deposit to Rent
        • Barcode Creditor Disbursements in REST Professional
        • Barcode Scanning for Creditor Disbursements
        • Bulk BPAY Setup and Use
        • Bulk Bpay Payment File Exceeding 200 Records for Commbiz & Bankwest
        • Bulk Bpay Payments for Macquarie Bank – REST Professional
        • How to Process a Refund Due to a Cancellation of a Holiday Booking (Current Period)
        •  Cancelling a Creditor Cheque
        •  Cancelling a Creditor Disbursement
        •  Cancelling Outstanding Disbursements
        • Creating a Creditor Disbursement – Create as an Outstanding Disbursement
        • Creating a Creditor Disbursement – Immediate Disbursement Created
        • Creditor Barcode Template Changes for fileSMART Creditor Disbursements in REST Professional
        • Creditor Payment Methods – Auto Deposit (EFT)
        • Creditor Payments Process in Rest Professional
        • Property Regular Payments Report
        • Dishonoured Rent (Cheque) in REST Professional
        • Dishonoured Rent (Direct Debits) in REST Professional
        •  Editing an Outstanding Disbursement
        • How to Reverse Rent and Invoice Receipts from a Previous Period
        • How to Reverse Rent Receipts from a Previous Period
        •  Entering a Creditor Disbursement
        •  Entering and Processing Recurring Disbursements
        • How to Reverse Invoice Receipts from a Previous Period
        •  Entering and Processing Recurring Tenant Invoices
        • Functions of the Cheque Printing Step in REST Professional
        •  Getting Started with Tenant Invoice Credit
        • Holding Deposits in REST Professional
        • How to Allocate Overpaid Rent or Tenant Invoice Credit to New Property
        •  How to Allocate Tenant Invoice Credit
        • How to Apply a Holiday Deposit to Rent and Sundries
        • How to Create a Creditor Disbursement from Property Maintenance
        • How to Create a Sales Disbursement in REST Professional
        • How to Create a Water Rebate in REST Professional
        • How to Create and Delete a Tenant Invoice
        • How to Disburse Sales Funds to a Rental Property in REST Professional
        • How to Disburse Unknown Funds from an Internal Account
        • How to do a Sales Journal in REST Professional
        • How to Edit an Outstanding Disbursement in REST Professional
        • How to Manually Reverse a Cheque in REST Professional
        • How to Manually Reverse an EFT Payment from a Bulk ABA file
        • How to Payout and Reverse Split Owner Payments in Rest Professional
        • How to Pay a Disbursement already created in REST Professional
        • How to Pay Strata Levies from Owner Rental Funds in REST Professional
        • How to Process a Bond Direct Debited from your Trust Account
        • How to Process a Bond Disbursement
        • How to Process a Holiday Booking Sundry Disbursement in REST Professional
        • How to process a Rent Free Period in REST Professional
        • How to Process Centrelink Payments in REST Professional
        • How to Receipt a Sales Deposit in REST Professional
        • How to Receipt and Allocate Tenant Invoice Credit
        • How to Receipt and Refund Vacated Tenants Rent REST Professional
        • How to Receipt in REST Professional
        • How to Receipt Insurance Claim Monies in REST Professional
        • How to Receipt a Bond Claim in Rest Professional
        • How to Receipt Owner Funds in REST Professional
        • How to Receipt Unknown Funds in REST Professional
        • How to Rectify a Creditor Payment Paid from Incorrect Property
        • How to Rectify Incorrectly Charged Postage and Sundries in REST Professional
        • How to Reflect a Sales Bank Cheque in REST Professional
        • How to Refund a Holiday Deposit in REST Professional
        • How to Refund a Sales Deposit in REST Professional
        • How to Refund Overpaid GST to Commercial Tenant in REST Professional
        • How to Refund Overpaid Outgoings to Commercial Tenant in REST Professional
        • How to Reimburse a Tenant for Repairs or an Expense
        • How to Reimburse your Agency for Expenses in REST Professional
        • How to Reverse a Bond Disbursement in REST Professional
        • How to Reverse a BPAY Payment in REST Professional
        • How to Reverse a Centrelink Receipt in REST Professional
        • How to Reverse a Creditor Disbursement in Rest Professional
        • How to Reverse a Direct Debit File in REST Professional
        • How to Reverse a Rent Receipt in REST Professional
        • How to Reverse a Sales Disbursement in REST Professional
        • How to Reverse a Sales Receipt in Rest Professional
        • How to Reverse a Sundry Receipt in REST Professional
        • How to Reverse an ABA File in REST Professional
        • How to Reverse an Outstanding Disbursement in REST Professional
        • How to Reverse Cheques in Rest Professional
        • How to Reverse Tenant Invoice Credit Receipts
        • How to Reverse a Tenant Refund in REST Professional
        • How to Setup and Use Recurring Transactions in REST Professional
        • How to Setup Linked Disbursements in REST Professional
        • How to Setup Split Invoicing in REST Professional
        • How to Sundry Receipt in REST Professional
        • How to Transfer a Holiday Booking from One Property to Another
        • iPayRent – Disabling “Allow Inexact Amount” for Tenant Download
        • How to Create & Reverse Journal Entries in REST Professional
        • Letting Fees in REST Professional
        •  Processing a Bond Disbursement
        •  Processing a New Tenancy Receipt
        •  Processing a One-Off Creditor Payment
        •  Processing a One-Off Owner Payment by Automatic EFT (Non-Clearing Database)
        •  Processing a Sales Advertising Receipt
        •  Processing a Sales Deposit Receipt
        •  Processing a Sales Disbursement – Balance of Deposit to Vendor
        •  Processing a Sales Disbursement – Balance of Deposit to Vendor Solicitor
        •  Processing a Sales Disbursement from Sales Advertising
        •  Processing a Sales Disbursement from Sales Commission
        •  Processing Creditor Remittance and Payment
        •  Processing Outstanding Disbursements
        •  Processing Payments to a Creditor by BPAY
        •  Processing Payments to a Creditor by Cheque
        •  Processing Payments to a Creditor by EFT
        •  Processing Tenant Download
        •  Receipting a Tenant Holding Deposit
        •  Receipting and Applying Tenant Invoice Credit
        •  Reimbursing a Tenant for Repairs – Applying to Rent
        •  Reprinting a Receipt
        • REST Professional Holiday Bookings Sundries / Sundry Payments Setup
        • Returned or Rejected Creditor Payments in REST Professional
        • Returned or Rejected Owner Payments in REST Professional
        • Reverse a Bond Receipt from Previous Period
        •  Reversing a Rent Receipt
        •  Reversing a Sales Receipt
        •  Reversing an ABA File
        • Reversing Overcharged Management Fees in Rest Professional
        • Sales Advertising Funds Management
        • How to Setup Tenant Invoice Credit Feature
        • Tenant Invoicing with Creditor Disbursements
        • Tenant Refund – Apply Part to Invoices and Balance to Tenant
        • Tenant Refund – Full Amount
        • Tenant Refund – Pay to Multiple Tenants
        • Tenant Refund – Non vacating tenant
        • Tenant Refund – Apply all Overpaid Rent to Invoices
        • Transferring Sale Deposit to Investment Account
        • Uncleared Banking Sheet in REST Professional
        • How to Process a Refund of a Holiday Booking - Deposit & Sundries Paid (Previous Period)
        • How to Process a Refund of a Holiday Booking - Rent Only (Previous Period)
        • How to Process a Refund of a Holiday Booking - Rent & Sundries Paid (Previous Period)
      • Reports
        • Clearing Statements and Payments Procedure
        •  Creating Global Comments on Owner Statements
        •  Creating a Tenant Invoice/Statement
        •  Creating a Tenant Invoice/Statement Global Comment
        • Emailing an Owner Statement (Clearing Statements)
        •  Exporting REST Professional Information to Microsoft Excel
        • Export Data in REST Professional Version 14
        • File Changes Report in REST Professional
        • How to Create a Rent Invoice in REST Professional
        • How to Create an Owner Invoice in REST Professional
        • How to Generate a Sales Statement in REST Professional
        • How to Generate a Tenant Lease Dates Report
        • How to Generate a Vendor Invoice in REST Professional
        • How to Generate an Account Sale in REST Professional
        • How to Generate Property Authority Date Report in REST Professional
        • How to Generate the Advertising Summary by Sale In Rest Professional
        • How to Generate the Bond Reports in REST Professional
        • How to Generate the Business Summary Report in REST Professional
        • How to Generate the Consolidated Management Report Graph
        • Property Status Report in Rest Professional
        • How to Generate the Creditor Insurance Due Report
        • How to Generate the Management Report in REST Professional
        • How to Generate the Management Revenue Report in REST Professional
        • How to Generate the Owner Detail Report in REST Professional
        • How to Generate the Owners/Tenants by Property Report in REST Professional
        • How to Generate the Property Advertised Report in REST Professional
        • How to Generate the Property Detail Report in REST Professional
        • How to Generate the Sales Advertising Ledger in REST Professional
        • How to Generate the Sales Ledger in REST Professional
        • How to Process a One Off Creditor Payment in Rest Professional
        • How to Process a One Off Owner Payment – Clearing Statements
        • How to Process a One off Owner Payment in Rest Professional
        • How to Reconcile Holiday Booking Internal Accounts with Reports in REST Professional
        • How to Reproduce Owner Statements in REST Professional
        • How to Reprint a Clearing Statement in REST Professional
        • How to Setup and Use Property Reminders in Rest Professional
        • How to Setup and Use Statement Style 13 in REST Professional
        • How to use the Property Vacancy Grid in REST Professional
        • How to Use the Property Vacancy Report in REST Professional
        • How to Use the Vacancy Counter Report in REST Professional
        • Managements Gained and Lost Tracking and Reporting
        • New and Lost Management Reports
        • Owner Statement Sample Style 3
        • Owner Statement Sample Style 11
        • Owner Withhold Funds Bulk Entry
        •  Reprinting and Emailing Owner Statements (Non-Clearing Database)
        • REST Professional Management Reports Calculations
        • The Management Fees Collected Report in REST Professional
        •  Understanding a Tenant Ledger
        •  Understanding a Quick Tenant Ledger
        • Understanding Commercial Reports in REST Professional
        • Understanding Holiday Booking Reports in REST Professional
        • Understanding Internal Account Transfer Balances in REST Professional
        • Understanding the Agency GST Report
        • Understanding the Residential Tenant Ledger in REST Professional
        • Understanding the Quick Tenant Ledger
      • Bank Reconciliation
        • Bank Reconciliation Procedure Checklist
        • Cheque Presented at Bank Differs to Amount in REST Professional
        • Enhanced Bank Reconciliation Adjustments
        • How to Change a Cheque Number in Rest Professional
        •  How to Clear the Banking Sheet
        • How to do a Management Fee Breakdown Report in REST Professional
        • How to Reprint a Previous Months Bank Reconciliation
      • Month and Year End
        •  Rest Professional & File Smart End of Financial Year Processing for Australia
        • EOFY - Frequently Asked Questions (FAQs) for Rest Professional - Australia
        •  After-End-of-Financial-Year-Troubleshooting-for-Rest-Professional-Webinar
        •  End-of-Financial-Year-for-Rest-Professional-Rest-only-Webinar---Australia
        •  End of Financial Year for Rest Professional with File Smart Users Webinar - Australia
        • How to Charge Income and Expenditure Fees in REST Professional - Australia
        • How to Generate Income and Expenditure Reports in Rest Professional - Australia
        • EOFY - End of Financial Year Procedure if End of Month Run before 1 July in Rest Professional - Australia
        • WA End of Year Audit Procedure in Rest Professional
        •  Processing End of Month in Rest Professional On Demand Webinar
        • How to Audit Tenant Invoice Credit
        • Configure the Mid-Month Wizard to Not Charge Postage
        •  Owner Payments & Statements (Non-Clearing) in Rest Professional - Video
        •  Configuring the End of Month Wizard
        •  Configuring the Mid-Month Wizard
        • EOFY - Rest Professional End of Financial Year Procedure for Australia
        • End of Month Wizard - Bulk Printing Reports
        • File Updates Error - One or More Creditors have not Been Paid Out
        •  Owner Payment End of Month Wizard Non-Clearing - Video
        • How to Charge Income and Expenditure Fees - New Zealand
        • How to Configure the Wizard to Add or Remove Steps
        • How to Generate Income and Expenditure Reports - New Zealand
        • How to Audit Tenant Holding Deposits
        • How to Generate Income and Expenditure Reports for Inactive Owners
        • How to Payout Internal Owners in Rest Professional
        • How to Setup Owners to be Paid Out at Mid Month
        • How to Use the End of Month Wizard (Clearing Statements)
        • How to Use the End of Month Wizard in Rest Professional
        • End of Financial Year Frequently Asked Questions (FAQs) - New Zealand
        •  Income & Expenditure (End of Financial Year/EOFY) Fees - Creating an Internal Account and Account Code
        •  Income & Expenditure (End of Financial Year/EOFY) Fees - Checking fees, Change Individual Fees, Update Fees via Global Changes
        •  Income & Expenditure (End of Financial Year/EOFY) Fees - Charging and Cancelling Fees
        • Principals End of Month Checklist
        • REST Professional End of Financial Year Procedure for New Zealand
        • REST Professional New Zealand End of Financial Year Procedure (if ran End of Month before 1st April)
        • Sale End of Month Wizard Setup and Use
        • Sales End of Month Wizard - Bulk Printing Reports
        • Setup and Update Income and Expenditure Fees - New Zealand
        • Setup and Update Income and Expenditure Fees in REST Professional - Australia
        • Statement Printing – Couldn’t Find the Image File
        • Rest Professional Pre Mid-Month & End of Month Checklist
      • Diary
        • How to Add an Action/ Conversation Diary in REST Professional
        • How to print Action/Conversation Diary Notes in REST Professional
        • How to Setup and Use Pop up Reminders
        • How to Setup and Use the Commercial Diary in REST Professional
        • Outlook Synchronisation Not Working – Initializing
        • Portfolio Check Enhancements
        • User Security Level Definitions in Rest Professional
      • Client Communications
        • Bulk Email - Export Email Addresses to an Excel Spread Sheet
        • Bulk Emails Losing Formatting in REST Professional
        • Create a Date in Mail Merge Documents
        •  Create a Mail Merge Template
        • Creating an SMS Merge Template in REST Professional
        • Error 5981 when Merging REST to a Word Document
        • How to Change Microsoft Outlook Security Settings in REST Professional
        • How to Create and Edit a Mail Merge Template in REST Professional
        • How to do a Mail Merge in REST Professional
        • How to do an Email Merge in Rest Professional
        • How to do an SMS merge in REST Professional
        • How to Export Data in Rest Professional
        • How to Setup SMS Messaging through Commerce Australia
        • List of Merge Fields in REST Professional
        • Managing ADL Forms in REST Professional and fileSMART
        • Merging – Error Accessing Internet REST Professional
        • Owner or Tenant Label Printing in Rest Professional
        • Ray White G5 Mail (Gmail) without Outlook and Rest
        • REI Forms Integration with Rest Professional
        • REST Professional Owner & Tenant Portal Brochure Template
        • REST Professional Owner & Tenant Portal Brochure Template Instructions
        • RockendSMS Enhanced Integration in Rest Professional
        • Rockend SMS
        • Runtime Error 75 when Merging in REST Professional
        •  Sending a Bulk Email Merge
        •  Sending an Individual Email from a Master File
        •  Sending an Individual SMS from a Master File
        •  Updating Mail Merge Fields in Inspection Letter Templates
      • REST Communicator Service
        • realbenchmark Overview
        • Automated KPI Report Definitions
        •  Configuring Owner and Tenant Portals in REST Professional
        •  Discover realbenchmark On Demand Webinar
        •  Do More with REST Communicator
        • Inspection Manager Integration
        • KPI Reports with Rest Communicator
        • Owner and Tenant Portals with REST Communicator
        • RockendSMS - Add a New User to my RockendSMS Account
        • Owner Portals Showing Date in US Format
        • realbenchmark Setup Guide
        • REST Communicator - How to Restart the Services
        • How to Setup Rest Mobile with Rest Communicator
        • Setting Up Enhanced Integration REST Professional and fileSMART
        • Using Enhanced Integration REST Professional and fileSMART
        • Web Advertising to REIWA with REST Communicator
        • Runtime Error 52 in Rest Professional
      • System Settings
        • Activating Unique Alphas
        • Adding a Global Comment to an Owner Statement
        • Adding a Global Comment to a Tenant Statement/Invoice
        • Bank Platforms Compatible with BPAY in Rest Professional
        • Changing Banks, Entity (ie ABN, Company Name) or Trading Name in Rest Professional
        • Changing from Exclusive to Inclusive Paid to Dates
        • Cheque Stationery Sample for REST Professional
        •  Clearing Statements vs Non-Clearing Statements
        •  Configuring Tenant Invoicing with Creditor Disbursements
        •  Configuring Web Advertising Settings
        • Displaying the Agent ABN on Statements and Invoices in REST Professional
        • Duplicate Creditor Disbursement Warning
        • Elders Group – Set up Statement Fee Procedure
        • How to Activate Clearing Statements in REST Professional
        •  How to Change a Property Manager Through Global Changes
        • How to Change the Postage & Sundries Description in REST Professional
        • How to Change Owner Statement and Creditor Email Text
        • How to Create New Manager types in REST Professional
        • How to do a Global Change to Owner Statement Styles in REST Professional
        • How to do a Global Change of Property Manager
        • How to Setup Web Advertising from Rest to www.realestate.com.au
        • How to Enforce Unique Tenant Codes in REST Professional
        • How to Globally Change Inspections in REST Professional
        • How to Globally Change Postage & Sundries in REST Professional
        • How to Purge and Compress Property Maintenance Records
        • How to Reduce Time Audit Backups Take in Rest Professional
        • How to Setup an ABA File Path in REST Professional
        • How to Setup and Charge Owner Bank Charges in REST Professional
        • How to Setup and use ADL Forms in REST Professional
        • How to Setup and Use Automatic Bond Reconciliation in REST Professional
        • How to Setup and Use Tenant Direct Debits
        • How to Setup and Use the Inspection Planner in Rest Professional
        • How to Setup and Use the Portfolio Checker
        • How to Setup Credit Card Surcharges in REST Professional
        • How to Setup DEFT Remittance Slips in Rest Professional
        • How to Setup REST Professional to Pay Rent Past Vacate Date
        • How to Setup REST Professional Web Advertising for rent.com.au
        • How to Setup SMTP in Rest Professional
        • How to Setup Sub-Meter Invoicing in REST Professional
        • How to Setup to Email Tenant Statement Invoices in REST Professional
        • How to Setup to not Print Emailed Owner Statements
        • How to Setup Window Cards in REST Professional
        • How to Update an Incorrect GST Amount in REST Professional
        • Import Tenant Applications from 1Form
        • iPayRent - How to Process a Tenant Download File
        • iPayRent – Tenant Download Set Up
        • Interest on Arrears for Advanced Commercial
        • Outlook Synchronisation Setup and Use
        • Receipt Formats in REST Professional
        • Setup and use of Business Alerts in REST Professional
        • Set up Water Usage in Company Details
        • South Australia Water Usage Metering
        • Tenant Download with ANZ Fileactive
        • Updating an incorrect BOMA Code (Chart of Account) in Rest Professional
        • Water Usage Calculations in Rest Professional
        • Westpac ABA Files – Westpac Live Platform
        • How to Setup Window Cards in REST
        • REST Professional Owner & Tenant Portal Branding Setup
        • How to Setup the Logo in Rest
        • How to update your Company email address in REST Professional
        • REST Professional Cannot Detect Email to Save to Document Management
        • Guidance for Removing Invalid Redirected Printers in Rest
    • Common Questions
      • How can I do a Mail Merge in REST Professional?
      • How do I enter a Rent Increase in REST Professional?
      • How do I process a Journal in REST Professional?
      • How do I process a One off Owner payment?
      • How do I reverse a Cheque in REST Professional?
      • How do I Separate Properties and Owners?
      • REST Professional V15.5 – Adjust Tenant Reports Menu
      • How to Set up Document Management in Rest Professional
    • Product Updates
      • Rest Professional Upgrade Instructions Version 20
      • Rest Professional Version 19 Release Notes
      • Rest Professional Version 18.5.03 Release Notes
      • Rest Professional Version 18 General Release Notes
      • Rest Professional Version 17.5.05 Release Notes
      • Rest Professional Version 17.5.04 Release Notes
      • Rest Professional Version 17.5.03 Release Notes
      • Rest Professional version 17.0.04 Release Notes
      • REST Professional Version 17.0.03 Release Notes
      • REST Professional Version 16.5.04 Release Notes
      • REST Professional Version 16.5.03 Release Notes
      •  REST Professional Version 16.0.04 Release Notes
      • Rest Professional Version 20 General Release Notes
      • REST Professional Version 16 Release Notes
      • REST Professional - Upgrade databases from an earlier version
      •  Asbestos Information and Inspection Report in REST Professional
      • Additional Owner Contacts Setup and Use in Rest Professional
      • DEFT Creditors Setup and Use guide for Rest v15.0.06
      •  REST Professional Version 15.0 and fileSMART Version 7.5 Features
      • Tenant Payment Summary in REST Professional
      • REST Professional Version 15.0 Release Notes
      •  Show Payee Details on Payment Reports in REST Professional
      • History Recovery with REST Professional Version 15 Upgrade
      • Tenant Invoicing Notes in REST Professional Version 15.5
      • Tenant Invoice - Disburse to Creditor Setup and Use Guide in REST Professional
      • Tenant GST Exempt setting in REST Professional Version 15.5 and fileSMART Version 7.6.1
      • fileSMART Tenant Invoices Setup and Use Guide
      • REST Messenger Upgrade Instructions
      • Previous Releases
        •  How to Upgrade Rest Professional - Video
      • Installation Guides
        • Rest Professional System Requirements
        • How to Install REST Professional onto a New Computer
        • Could Not Read Configuration when Opening REST Professional
        • How to Connect and Disconnect REST Professional Databases
        • How to install REST Messenger - YesBookIt and MyDesktop
        • How to Relocate a Rest Professional Database
        • How to Setup Printers in REST Professional
        • How to Uninstall and Reinstall the REST Professional Program
        • Rest Communicator Installation Guide
        • Automatic User Logout in REST Professional
        • You are licenced for Concurrent Users Message
        • Choosing to host a REST Database on a NAS Storage Device
        • How to Restore a Rest Professional Database from backups
        • Supporting Microsoft Office Integration with Rest Professional
        • How To Run the System Requirements Tool for Rest Professional
        • How to Install a New / Additional Rest Professional Database
        • Accessing Desktop Applications from your Office PC when Working Remotely
      • Property Tree Migrations
        • Pre Migration Resources
          • Configuring your Rest Professional System Options in Preparation for Property Tree
          • Preparing for your financial migration
          • Purging Maintenance Requests Prior to Migrating to Property Tree
          • Rest Professional to Property Tree - What Migrates & What Doesnt
          • Preparing your Data for Migration
        • Pre Migration Wizard
          • Getting Started with the Pre Migration Wizard
          • Completing Validation Checks and Account Mapping
          • Account Mapping Video
          • Backing up to cloud via the Pre Migration Wizard
      • Rest Professional User Voice
      • How to Use myMRI Portal
      • How to Add direct Deposit Details to Tenant Invoices & Statements
    • File Smart
      • Using fileSMART
        • Getting Started
          •  Creating, Editing and Archiving Users
          • fileSMART Administrator
          • fileSMART Backups
          •  fileSMART Toolbar Overview
          •  Getting to Know the fileSMART Archive Screen
          • How to Add a New User in fileSMART
          •  How to Edit Labels
          • fileSMART on a Microsoft Surface Pro
          • Sample Correspondence to Owners Introducing fileSMART
          • Update fileSMART from the Trust Program
          • Using Enhanced Integration REST Professional and fileSMART
          • Standard Document Types for STRATA Master
          • Standard Document Types for Property Management
          • How to change a user's password for fileSMART
        • Archiving and Searching
          •  Adding a New Document Type in fileSMART
          •  Creating and Deleting a Stamp
          • A Guide to Uploading Photos
          • Archiving a Document for an Inactive Property
          • fileSMART Share End User Guide
          • fileSMART Share User Guide
          • How to Send an Archived Document Back to the Pending Queue
          •  How to Archive emails to fileSMART
          • How to Bulk Edit Documents in fileSMART Archive
          • How to Create a New Document Type in fileSMART Archive
          • How to Edit an Archived Document
          • How to Locate Documents for Inactive Properties
          •  How to Merge Documents in fileSMART
          •  How to Split Documents in fileSMART Archive
          • Importing into fileSMART Archive
          • Microsoft Outlook Plugin
          • Split Owners
          •  fileSMART Annotations
          • How to Archive
          • How to Search
          • How to Bulk Edit Documents in fileSMART Archive
          • Why can't I find my documents after changing an alpha code?
        • Workflow
          • REST Professional Barcode Template for Watercare NZ Notices
          •  File Smart Workflow Overview
          •  fileSMART Workflow Assist Tutorial
          • fileSMART for Property Management Workflow Setup and Use Guide
          • fileSMART for Property Management – Owner and Tenant Water Usage Invoicing OCR Configuration
          • fileSMART for Property Management Owner and Tenant Water Invoicing Workflow
          • fileSMART for Property Management Workflow Assist Setup and Use Guide
          • Rest Barcode Invoice Processing Workflow in fileSMART
          • fileSMART for STRATA Master Workflow Setup and Use Guide
          • fileSMART for STRATA Master Workflow Assist Setup and Use
          • fileSMART for STRATA Master Workflow QR Code Setup and Use Guide
          • Workflow Processing and Maintenance Manager
          • How to Show or Hide Notifications from fileSMART Archive Workflow
          • fileSMART Workflow Assist stop processing emails for clients with Microsoft Office 365
        • PrintMail
          • Clear Duplicate Statements from fileSMART Printmail
          • Error when Trying to save a PrintMail Generated PDF from within Adobe Reader
          • Documents Sent to Pending Queue by fileSMART Printmail Autoarchive
          • File Smart Print Mail End of Financial Year Process
          • Setting up additional contacts in Rest Professional and File Smart Print Mail
          •  fileSMART PrintMail Tutorial
          • How to Create a New Job in fileSMART PrintMail
          • How to Edit a Job in fileSMART Printmail
          • fileSMART PrintMail Collation and Document Redaction Setup and Use Guide
          • How to Reprint a Document from a Completed Collation
          • How to Edit Contact Information in File Smart Print Mail
          • How to Attach a PDF to a Collation in fileSMART Print
          • How to Send a Newsletter Through fileSMART PrintMail
          • How to complete or remove an incomplete collation in fileSMART PrintMail
          • EOFY Checks for Console and PrintMail
      • Common Questions
        • How do I upgrade to the latest Version of File Smart?
        • How do I use the Workflow feature in fileSMART?
        • How to prevent emails from fileSMART PrintMail being blocked as spam
        • How to Clear a User Licence
        • How do I provide fileSMART Access to a Strata Searcher?
        • Items to be Excluded From AVG Firewall and AV
        • PDFs in fileSMART Archive Open in a Separate Window
        • How to Disable a User in fileSMART Archive
        • How do I install fileSMART PrintMail
        • How do I add a user in fileSMART Archive?
        • How do I Bulk Edit Documents in fileSMART Archive?
        • How to Attach a PDF to a Collation
        • Why is the text jumbled when I print a PDF to the fileSMART Archive Printer?
        • Setting up Scanning to fileSMART
        • How to do End of Month with fileSMART PrintMail
        • Why can't I open fileSMART Archive after I log in?
        • How do I set up Scanning to fileSMART Archive?
        • Issue Printing to File Smart - Unable to Open File
      • Product Updates
        • File Smart Version 9.0.7.0 Release Notes
        • File Smart Version 9 Release Notes
        • fileSMART Upgrade Guide
        • File Smart Version 8.5 Release Notes
        • File Smart Version 7.11 Release Notes
        • Previous Releases
          • File Smart Version 7.9 Release Notes
          •  fileSMART Version 7.0 Features for Console
          • fileSMART Version 7.10.1 Release Notes
          • fileSMART Version 7.7.2 General Release Notes
          • fileSMART Version 7.5 Release Notes
          • What's New in fileSMART Version 7.5
          •  fileSMART Version 7.0 Features for STRATA Master
          • fileSMART Version 7.0. Release Notes
          •  fileSMART Version 6.6 Enhancements for STRATA Master
          • fileSMART Version 6.5.3 Release Notes
        • File Smart Version 8 Release Notes
      • Installation Guides
        • fileSMART Outlook Add-in - Installation and User Guide
        • fileSMART Post Installation Instructions
        • fileSMART Workstation Installation Instructions
        • File Smart System Requirements
        • How to relocate a File Smart Server
        • fileSMART PrintMail Installation Guide
        • fileSMART Printers Installation Guide
        • File Smart PrintMail - Send emails using Microsoft Office365 (SMTP)
      • File Smart User Voice
      • Blank pages appearing in documents that are scanned to File Smart Archive
    • Strata Master
      • Using Strata Master
        • Accounting
          • Barcode Scanning for Creditor Invoices in STRATA Master and fileSMART
          • Create Multiple Miscellaneous Owner Invoices Quickly in Strata Master
          • Creating a Miscellaneous Owner Invoice
          • Creating Additional Entitlement Sets
          • Downloading a Bank File to Strata Master
          • Editing a description on a Creditor Invoice
          • General Guide to Fixing Transaction Errors in Strata Master
          • How to Record Dishonoured Amounts in STRATA Master
          • Levies Due Does Not Balance With Levy Positions Report in Strata Master
          • Levy Discounting User Guide
          • Transfer Funds From Admin To Capital Works / Sinking / Reserve Funds - Strata
          • Bank Reconciliation
            • Bank Reconciliation Does Not Balance
            • Cash and Cheque Deposits To the Strata Trust Account - Banking
            • How To Tick Off Transactions - Bank Reconciliation
            • Saving your Bank Reconciliations in Strata Master
            • Cheque Presented At Bank for a Different Amount Than in Strata Master
            • Cheque is Presented at Bank for a Different Amount in Strata Master
            • Steps to Bank Reconciliation in Strata Master
            • Locating Details of an Unpresented Deposit in Strata Master
          • Credit Lot
            • Cancel a Credit to a Lot
            • Credit a Lot With No Levy Due in Strata Master
            • How to Credit a Lot in Strata Master
          • Debt Recovery
            • Issuing Staged Debt Recovery Notices by Email with SMS option
            • Staged Debt Recovery Setup and Use Guide
            • Lot Owner With Overdue Invoice Doesn't Show in Debt Recovery in Strata Master
            • Cancelling Management Fees after Cancelled Debt Recovery Run in Strata Master
            • Cancelling Debt Recovery for an Individual Lot Owner
            • Cancelling a Debt Recovery Fee from a Lot Owner in Strata Master
            • Waiving a Debt Recovery Fee in Strata Master
          • Direct Debit
            • Resolving Levy Notice Error After DEFT Direct Debit Setup in Strata Master
            • Cancelling a DEFT Direct Debit Authorisation Made by a Lot Owner for Strata Master
          • End of Year Procedures
            • How to Change a Financial Year End
            • Strata Master End of Year Procedures (Australia excluding WA Users)
            • Strata Master End of Year Procedures (New Zealand)
            • Strata Master End of Year Procedures (WA)
            • Auto Reversing Journals in Strata Master
          • GST and Tax
            • Income Tax Calculation Worksheet Setup & Use
            • Set up a GST Creditor and Paying GST
            • Pay Income Tax in Strata Master
            • Pay GST Component Only of an Invoice in Strata Master
            • BAS Report - Reconciliation of GST Control in Strata Master
            • Receipt a GST Refund in Strata Master
            • Making a Plan GST Registered in Strata Master
            • GST On Opening Balances in Strata Master
            • Journals to correct GST on Receipts in Strata Master
            • Journals to Correct GST on Payments in Strata Master
            • GST Payment When One Fund is a Refund and One Fund is a Payment in Strata Master
            • Correct a BAS difference of equal amount in Admin and Capital Works in Strata Master
            • Understanding First BAS After Opening Balances in Strata Master
            • Deregistering a GST Registered Plan in Strata Master
          • Interest
            • Understand Negative Interest on an Owner Ledger in Strata Master
            • Charge Accrued Unpaid Interest in Strata Master
            • Find Which Plans Are Ticked to Charge Unpaid Interest on Paid Levies in Strata Master
          • Investment Accounts
            • Interest
              • Closing an Investment Account
              • How to Create an Investment Account
              • Reconciling an Investment Account
              • Transferring (Redeeming) Funds from an Investment Account to Strata Master Trust Account
              • Transferring Investment Funds from One Investment to Another Investment in Strata Master
              • Fees Charged for Closed Investment Account in Strata Master
            • Journals
              • How to Create or Enter a Journal - Strata Master
              • Move Transactions From Admin To Capital Works / Sinking in Strata Master
              • How to Reverse a Journal in Strata Master
            • Levies
              • Cancelling Levy By Owner
              • Post or Process a Levy for One Owner
              • Cancelling a Levy Discount Receipt on a Strata Master ledger
              • Post or Process a Quarterly Levy for a Plan in Strata Master
              • Post or Process a Once Off Levy for a Plan in Strata Master
              • The Advanced Levy Function adding instalments same levy year in Strata Master
              • Levy posted to Wrong Fund in Strata Master
              • Editing or Cancelling Penalty Interest on Levies in Strata Master
              • Post An Equal Amount Levy in Strata Master
              • Cancel a Posted Levy For All Lots of A Plan
              • Cancel Or Edit a Miscellaneous Owner Invoice in Strata Master
              • Rounding of Levy Figures in Calculate Levies in Strata Master
              • Add an Additional Levy to Show in Current Budget in Strata Master
            • Management Fee
              • Management Fee Previous Month Not Processed in Strata Master
              • Changing Standard Management Fee for 1 Plan in Strata Master
              • View Standard Management Fees Charged to Strata Plans in Strata Master
              • Edit or Delete a Quantity Management Fee in Strata Master
              • Batch Charging Management Fees in Strata Master
              • Charge a Fee When Issuing Levy Statements in Strata Master
            • Opening Balances
              • Entering Prepaid Unallocated Funds in Opening Balances in Strata Master
              • Entering Lot Arrears After Take On Opening Balances Completed in Strata Master
              • Entering Unallocated Funds After Take On Opening Balances Completed in Strata Master
              • Not all Information is Available for Opening Balances in Strata Master
              • Entering Lot Details Into the "Levies" Tab In Opening Balance Entry Screen In Strata Master
              • Entering Creditor Invoices In Opening Balances in Strata Master
              • Entering Accrued Interest in Opening Balances in Strata Master
              • Issuing a Levy Notice on a Phantom Levy in Strata Master
            • Payments / Creditors
              • How to Search/Cancel Payments in STRATA Master
              • Unpresent a Presented Payment in Strata Master
              •  STRATA Master - How to Process a One-off Payment
              • Payments by Quick Pay Strata Master
              • Error Message Re Cheque Number in Strata Master
              • Cancel a Cheque in Strata Master
              • How to Pay Invoices Already Entered in Creditor Invoicing in Strata Master
              • Use Quick Pay to Pay a Lot Owner or Creditor in Strata Master
              • Electronic Banking Bpay and EFT
                •  Bulk BPAY Setup & Use in Strata Master
                • How to Correct a Rejected BPAY File – Incorrect CRN
                • Direct Entry Payment Returned - General Trust
                • Direct Entry Payment Returned - Individual Accounts
                • Rejected BPAY File – Incorrect Biller Code – Macquarie Bank Customers
                • Duplicate CRN message in Creditors BPay in Strata Master
                • BPay ID Required Message in Strata Master
                • Cancel a Batch (Bank Rejects Upload) in Strata Master
                • Update a BPAY CRN (Reference) number in Strata Master
                • BPay in Strata Master Rejected by the Bank After Upload
              • Creditor
                • Steps to Reversing Creditor Payments Strata Master
                • Creditor Invoice is Not Paying in Strata Master
                • Re-Send a Remittance Advice to a Creditor
                • Add a Creditor in Strata Master
                • Enter a Credit Note From a Supplier/Creditor in Strata Master
                • Edit a Creditor Invoice in Strata Master
              • Invoicing
                • How to Part-pay an Invoice
                • Splitting one BPay invoice between two or more Strata Plans
                • When an Invoice has Been Paid from the Wrong Plan
                • Change a Biller Code on a Creditor Payment in Strata Master
                • How to Process Creditor Invoices in Strata Master
              • Schedule Invoice To Be Paid On A Particular Date In Strata Master
              • Correcting an Expense Account Used in a Creditor Payment in Strata Master.
              • Add a Creditor Type in Strata Master
            • Receipting
              • How to Process a Dishonoured Receipt in STRATA Master
              • How to Process an Allocation Receipt
              • Bank Download Failed
              • Reversing a Receipt Allocated to Old Bank Account After Bank Change
              • Receipt to Unallocated Funds
              • Cancel A Lot Owner Receipt
              • Unposted Levy Receipt in Strata Master
              • Funds Receipted to the Wrong Lot in Strata Master
              • How to Process a Receipt in Strata Master that is already on the Bank Statement
              • How to Process a Receipt for Cash or Cheque in Strata Master
              • Cancel an Allocation Receipt in Strata Master
              • Receipting Unidentified Funds to a Single Trust Account in Strata Master
              • Exception Report for Bank Download in Strata Master
              • Ticking 'Banked' on a Receipt in Strata Master
              • Creating a Receipting Message For a Lot in Strata Master
              • Generate a List of Receipts in Strata Master
              • Understanding Dating of Receipts In Strata Master
              • Reprint a Receipt in Strata Master
            • Single Trust
              • Allocating Unidentified Funds in a Single Trust in Strata Master
            • Status Reports
              • Invoicing for a Status Certificate in Strata Master
              • Reversing a Status Report Fee Receipt Strata Master
              • How To Issue a Status Certificate (Section Report) in Strata Master
            • Submetering
              • Submetering - changing the Lots listed on a meter
              • Set Up Submetering in Strata Master
              • Invoicing Submeters in Strata Master
              • Submeter Invoicing Did Not Complete
              • Error 91 in Submetering Process in Strata Master
              • Submetering Units Must be Positive in Strata Master
            • Unable to Edit a Transaction in Search/Edit Transactions in Strata Master
            • Reversing a Transfer Money Between Funds Transaction in Strata Master
            • Understanding Reports or Figures
              • Account Required is Not Found in Selection Given in Strata Master
              • Balance Sheet Does Not Balance
              • Balance Sheet Receivables does not Correspond with Levy Position Report in Strata Master
              • BMC Setup and Use in Strata Master
              • Methods of Recording for Special Purposes in Strata Master
              • Search for a Transaction
              • Understanding Double Entry Accounting
            • Compare Available Funds Figure And Bank Statement Cash in Strata Master
          • Management
            • Add a New User or Staff Member - Create Log in Details
            • Adding an Agent or Building Manager in Strata Master
            • Adding or Changing a Creditor Card Description in Strata Master
            • Auto-Archiving documents from Strata Master
            • Auto-Recovery Management Fee Setup and Use Guide
            • Bank Statement Filing
            • Cancel or Reprint Debt Recovery Notices
            • Change an Account Code
            • Change a Levy Description
            • Checklist - New Plan Not Managed
            • Conversion from the Internal Document Register
            • fileSMART Creditor Invoicing (FSCI) Screen
            • Frequently Asked Questions in fileSMART
            • Mail-merge fields available in STRATA Master
            • Providing fileSMART Access to a Strata Searcher
            • Strata Master Run Time Error 94 or 5
            • Using fileSMART Integration with STRATA Master
            • Ledgers
              • Understanding a Lot Owner Ledger in Strata Master Article 3
              • Understanding a Lot Owner Ledger
              • Understanding a Lot Owner Ledger in Strata Master Article 2
              • Understanding a Receipt not Showing Levy Allocation on Owner Ledger in Strata Master
            • Licence
              • Message that All Licences are in Use in Strata Master
              • Strata Master Licence Information
            • Lots
              • Merging Duplicate Owner Cards Strata
              • Unlink Owner Lots that are Linked in Strata Master
              • Find a Lot Linked to a Bounced Agent Email in Strata Master
              • Can I Delete a Lot in Strata Master
              • Change a Name on a Lot in Strata Master
              • Link Lots in Strata Master
              • Access A Full Owner Ledger for Earlier Periods in Strata Master
              • Existing Strata Plan Lot is Subdivided to 2 or more Lots in Strata Master
              • Debt Recovery Message When Changing Owner on a Lot in Strata Master
              • Change an Agent on a Lot in Strata Master
            • Management Fees
              • Changing Management Fee for All Plans in Strata Master
              • Overview of Management Fee Types in Strata Master
              • Annual or 6 Monthly Management Fees in Strata Master
              • Comparing Standard and Split Management Fees in Strata Master
              • Quantity Management Fees Not Processed in Strata Master
              • Accessing the Agency Creditor Card in Strata Master
              • Stop or Start Printing of Management Fee Invoices in Strata Master
              • Accessing the List of Status Reports Issued in Strata Master
            • Plan
              • Taking On a Previously Managed Plan
              • Import and Export Static Data - Importing New Plan
            • Reminders and Registers
              • Keeping a Key Register in Strata Master
              • Reminders Setup and Use Guide
              • Viewing Reminders for Other Users
              • Add a Diary Item in Strata Master
              • Add a Register Contract Item in Strata Master
            • Repairs and Maintenance
              •  How to Close Multiple Quote Requests in STRATA Master
              • Utility – Close Diary, Quotes and Work Orders
              • Work Order Comment for 1 Plan in Strata Master
              • Repairs and Maintenance Setup and Use Guide
            • Compliance
              • Changing Creditor Compliance in Strata Master
              • Compliance Register Setup and Use Guide
              • Change Manual Compliance on a Creditor to System Calculated in Strata Master
              • Search a Report of Transaction Changes Made in Strata Master
            • Association Type
              • Overview of Strata Plan Association Types in Strata Master
              • Edit Strata Plan Association Type Details in Strata Master
              • Delete an Association Type in Strata Master
            • Meetings
              • Meeting Wizard Setup and Use Guide
              • Unfinalise a Strata Meeting
            • Owner portal
              • Owner cannot locate a document on Strata Owner Portal
              • Owner Unable to Login to Strata Owner Portal
              • On Line Voting
                • Online Voting References
                • Online Voting References - New South Wales
                • Online Voting References - Queensland
                • Online Voting References - Victoria
          • Reporting
            • Building Managers in Strata Master
            • Change or Edit a Time Charge Record in Strata Master
            • Checks and Balances in Strata Master
            • Editing an Expense Account in Search/Edit Transactions in Strata Master
            • Interim Reporting Setup and Use
            • Levy Wizard Delivery Method Options Explained in Strata Master
            • Microsoft Outlook Pop Up Message When Emailing from Strata Master
            • Recording Loan Repayments in Strata Master
            • Reports to Print Prior to Restore and Rekey of Data in Strata Master
            • Rollover a Financial Year in Strata Master
            • Strata Community Association Members Disclosure Statement 1 July 2021
            • Strata Plan Has 2 or More Street Frontages and Addresses in Strata Master
            • Time Charging in Strata Master
            • VCAT Notices in Strata MasterUpdated
            • Adding
              • Add a Non-Lot-Owner as a Committee Member in Strata Master
              • Add an Account to Chart of Accounts in Strata Master
              • Adding a Dummy Plan to Test Owner Portals in Strata Master
              • Brief Steps to Add a New Plan or Owners Corporation
              • Add an Additional Debtor in Strata Master
              • Locating an Un-Managed Plan or Part Entered Plan in Strata Master
              • Add an Additional Address to a Strata Plan in Strata Master
              • Add an Associated Lot to a Lot in Strata Master
            • Budgets
              • Add a Budget for a Group in Strata Master
              • Adding a Budget in Strata Master
              • Budget is Not Showing in Report in Strata Master
              • Opening/Closing Balances on Budget screen in Strata Master
              • Fixing Expense Figure at Top of Budget Report in Strata Master
              • Edit a Budget in Strata Master
            • Debt Recovery
              • Lot Owner Not Showing on Debt Recovery List
              • Assigning a Lot to A Debt Collector in Strata Master
              • Assigning a Debt Collector to a Plan/Owners Corporation in Strata Master
              • Notifying Debt Collector of Payments in Strata Master
              • List of Excluded Lots and Payment Plans in Strata Master
              • Adding a Payment Plan to a Lot in Strata Master
              • Arrears Figures For A Past Date in Strata Master
              • Debt Recovery Template is Blank or Not Correct In Strata Master
              • Process Manual Notification of Debt Recovery to Debt Collector in Strata Master
              • Generating an Arrears Report in Strata Master
            • Deleting
              • Can a General Ledger Account Be Deleted in Strata Master
            • Emailing
              • Errors When Emailing in Strata Master
              • Configuring Agent Emails and Levy Notice Emails to Agent in Strata Master
              • Removing Semicolons Between Email Addresses in Strata Master
            • Group
              • Financial Reporting Transactions by Group
              • Closing a Group in Strata Master
              • What is a Group in Strata Master and How to Set One Up
              • Add An Existing Expense to a Group in Strata Master
              • Moving a Transaction Between Groups in Strata Master
            • Insurance
              • Recording Insurance Premiums in Strata Master
              • Recording Insurance Claim Details in Strata Master
              • Recording Insurance Claim Funds Received in Strata Master
            • Lots and Ledgers
              • Accessing a Previous Lot Owner Card
              • Generating a Lot Owner Ledger in Strata Master
            • Meetings
              • AGM Report Preparation Setup and Use Guide
              • Meeting Agenda or Minutes Will Not Preview
              • Some Agenda Motions Not Showing in Meeting Minutes in Strata Master
              • Attendees List Not Populating in the Meeting Minutes in Strata Master
              • What Does Full Page Mean in Agenda Configuration in Strata Master
              • Changing Agenda Motions in the Meeting Wizard in Strata Master
              • Quick List for Checking On-line Voting Set up in Strata Master
              • Editing the Meeting Agenda or Minutes Template in Strata Master
              • Change Order of Agenda Items in a Meeting in Strata Master
            • Printing
              • Interim Reports – Not All Plans Are Printing
              • How to Print a Schedule of Management Fees for an Individual Corporation
              • Printer or Print Preview Problems
              • Print a Miscellaneous Owner Invoice or Submeter Invoice
              • Bing Mailroom Printing Strata
              • Print or Re-Print a Levy Notice in Strata Master
              • Using a Non-Duplex Printer with VCAT Form in Strata Master
            • Strata Hub
              • Quick Introduction to Strata Hub Set up and Process in Strata Master
              • Strata Hub Changes in Strata Master version 15.0.5
            • Roll Back A Tax Year End in Strata Master
            • Issue Lot Owner Statement for One Lot Owner in Strata Master
            • SMS Not Working When Sending Levies or Debt Recovery Reminders from Strata Master
            • Bank Statement Filing Issues in Strata Master
            • Status Reports Issued in Strata Master
            • Understanding Calculations of the Mandatory Audit Report in Strata Master
            • About the Mandatory Audit Report in Strata Master
            • Edit a Quantity Management Fee Detail in Strata Master
            • Understanding Manager Name on Levy and Remittance Emails in Strata Master
            • Understanding Cause Of Blank Payee On Detailed Expenses Report in Strata Master
            • Corp Screen Plan Search Shows More Than One Plan With Same Number in Strata Master
            • Reports
            • Strata Communicator Service
              • Owner and Committee Portals with Strata Communicator
              • Setup Documents on the Portals for Strata Master
              • Strata Mobile with STRATA Communicator
              • Strata Master and MEETING Master Integration
              • How to Create your own Customised Portal Brochure
              • Strata Master Communicator - How To Restart the Services
              • Meeting Master Not Syncing to Strata Master
              • Checklist for Owner Portal Set Up
              • Issue Owner Portal Log in through Web Access Wizard
            • System Settings
              • Displaying Images Setup and Use
              • Cannot Backup in Strata Master
              • Change Sender Email Address for Levies
              • Creating a Backup in Strata Master
              • File Smart Configuration in Strata Master
              • How To Run a System Requirement Tool Test
              • Strata Master Additional Contacts
              • SMS Credentials Error in Strata Master
              • Errors
                • Error Loading Meeting Status in Strata Master
                • Strata Master Error Referring to UDL
                • Strata Master Error Messages
                • Strata Master Error 2147467259 - DataBase Access ErrorUpdated
                • Error pdftk.exe Has Stopped Working in Strata Master
                • Error 91 with Internal Error in Strata Master Meeting Register
                • Error 2147024882 When Upgrading Strata Master
                • Error 3591 With Banking Files in Strata Master
                • Error 457 and Lots Cannot Be Seen in Strata Master
                • Mail Merge Error 4605 in Strata Master
                • Error 429 in Strata Master
              • Logo/ Header
                • Logo is Not Showing on Reports and Meetings in Strata Master
                • Report Header is Overlapping the Logo in Strata Master
              • Printers
                • Duplex printing from the Levy Wizard in Strata Master
                • Guidance for Removing Invalid Redirected Printers in Strata Master
                • Resetting Strataprinters.ini File
                • Printer Test Strata Master
                • Printer Set Up and Changes in Strata Master
                • Cheque Printer Alignment Settings in Strata Master
              • To Add
                • Add a Comment to a Levy Notice in Strata Master
                • Adding Additional Information to a Levy Notice
                • How to Add an Additional Comment to All Quote Requests in Strata Master
                • How to Add an Additional Comment to All Work Order Requests
                • Bank Statement to Show Creditor Name from Strata Master
              • Templates
                • Levy Notice Template Format in Strata Master
                • Template Cannot Be Found in Strata Master
                • Template Folder Prior To and After an Upgrade in Strata Master
                • Edit a Status (Section) Certificate Template in Strata Master
              • Creditor Compliance by Agency in Strata Master
              • How Single Trusts and Individual Trusts Differ in Strata Master
              • What is Allocation Order of Receipts in Strata Master
              • Changing Allocation Order of Receipts in Strata Master
              • Changing Banks, Entity (ABN, Company Name) or Trading Name for Strata Master
            • Contacts
              • Edit an Agent Contact Card in Strata Master
              • Merge Duplicate Agent Contact Cards in Strata Master
            • MyMRI Client Portal
              • Logging a Case on MyMRI Client Portal
          • Common Questions
            • Accessing Unallocated Funds in STRATA Master
            • How do I upgrade to the latest Version of Strata Master?
            • How do I install STRATA Master onto my computer?
            • How is Daily Levy Interest Calculated in STRATA Master
            • How to Close a Building – General Trust Account Configuration in STRATA Master
            • How to Close a Building – Individual Bank Account Configuration in STRATA Master
            • How to Refund a Levy Payment to an Owner in STRATA Master
            • How to Refund Levy When the Lot is not Prepaid in STRATA Master
            • Installation instructions for SQL 2014 Express
            • Accounting for Prepaid Expenses and Accruals
            • Unable to login to STRATA Master - License User Limit Exceeded
            • SQL Express in place Upgrade for Strata Master
          • Product Updates
            • Strata Master Version 15.5.5 Release Notes
            • Strata Master Version 15.5.4 Release Notes
            • Strata Master Version 15.5.3 Release Notes
            • Strata Master Version 15.5.2 Release Notes
            • Strata Master Version 15.0.6 Release Notes
            • Strata Master Version 15.0.5 Release Notes
            • Strata Master Version 15 Release Notes
            • Strata Master Version 14.5 Release Notes
            • Strata Master Version 14 Release Notes
            • Direct Debit with Strata Master
            • MRI Strata Connect How to Guide
            • StrataVote How To Guide
            • Levy Interest Rate Guide
            •  Upgrading STRATA Master
            • Strata Master Version 12.5 Release Notes
            • Online Invoice Approvals Guide
            • Levy Interest Rate Update - WA Clients
            • Strata Master Version 12.0 Release Notes
            • Enhanced SMS Guide
            • Previous Releases
              • STRATA Master Version 10.0 Release Notes
              • STRATA Master Version 10.5 Release Notes
              • Strata Master Version 11.5 Release Notes
              •  STRATA Master version 9.5 Upgrade Training
              • Strata Master Version 11.0 Release Notes
              •  Strata Master Portals Upgrade
              • STRATA Master Version 9.1 Release Notes
              •  STRATA Master Version 9.1 Upgrade NSW Legislation Features
              •  STRATA Master Version 9.1 Upgrade Training Features
              • STRATA Master Version 9.0. Release Notes
              •  STRATA Master Version 9.0 Features On Demand Webinar
              • STRATA Master Version 8.5.3 Release Notes
              •  STRATA Master Version 8.5 Features
              • STRATA Master Version 8.0.4 Release Notes
              •  STRATA Master Version 8.0 Features
              • STRATA Master Version 7.5.7 Release Notes
              •  STRATA Master Version 7.5 Features
              • STRATA Master Version 7.0.4 Release Notes
            • Error Code 1721 when upgrading or installing STRATA Master
            • Interest Rate Changes - WA Legislation Update 1 May 2020
            • Strata Master Version 12.0.3 Release Notes - WA Legislation Update
            • Strata Master Version 12.0.4 Release Notes
          • Installation Guides
            • How to Install a new STRATA Master Server
            • How to Install Strata Master onto a New computer
            • How to Relocate a Strata Master Database
            • Strata Communicator Installation Guide
            • About Strata Master Custom Headers (Logos)
            • STRATA Master Cloud Hosting
            • Strata Master System Requirements
            • Supporting Microsoft Office Integration with Strata Master
          • Strata Master Top Tips
            •  Tip #1 - Quickly Email All Owners in a Building
            •  Tips #2-5 - Mail-Merge Mastery
            •  Tip #6 - Group Tasks Using a Diary Record
            •  Tip #7 - Rebalance a Balance Sheet
            •  Tip #8-9 - Legislation Compliance Reminders
            •  Tip #10 - Bulk Closing Work Orders
            •  Tip #11 - Reminders
            •  Tip #12 - STRATA Mobile
            •  Tip #13 - By-Law Breaches
            •  Tip #14 - Quick Work Orders
            •  Tip #15 - User Diary
            •  Tip #16 - Assets
            •  Strata Master Top Tip #109 - Auto-hold all invoice payments
            •  Strata Master Top Tip #110 - Extended Owner Ledger
            •  Strata Master Top Tip #112 - Detailed and brief financial statements
            •  Strata Master Top Tip #113 - Correct Display Settings
            •  Strata Master Top Tip #114 - Unpaid invoice from last financial year
            •  Strata Master Top Tip #115 - Direct Debit Setup
            •  Strata Master Top Tip #116 - View Direct Debit Enabled Lots
            •  Strata Master Top Tip #117 - Email Remittance of Management Fees
            •  Strata Master Top Tip #118 - Unidentified Receipt
            •  Strata Master Top Tip #119 - Building Managers as a Contact
            •  Strata Master Top Tip #120 - Multiple Receipting
            •  Strata Master Top Tip #121 - Miscellaneous Invoice Reprinting
            •  Tip #17 - Tradies
            •  Strata Master Top Tip #111 - Multiple General Ledgers
            •  Tip #18 - R & M Preferences
            •  Tip #19 - Debt Recovery Exclusions
            •  Tip #20 - Change Manager
            •  Tip #21 - Portal Privacy
            •  Tip #22 - Quick Reports
            •  STRATA Master Top Tip #23 - Quantity Management Fees
            •  STRATA Master Top Tip #24 - Delegated Functions Report
            •  STRATA Master Top Tip #25 - fileSMART Multiple Invoice Dissections
            •  STRATA Master Top Tip #26 - Online Voting Setup
            •  STRATA Master Top Tip #27 - Using Online Voting
            •  STRATA Master Top Tip #28 - How to Vote Online
            •  STRATA Master Top Tip #29 - Audit Trail Report
            •  STRATA Master Top Tip #30 - Linked Insurance Claims
            •  STRATA Master Top Tip #31 - Diary Search
            •  STRATA Master Top Tip #32 - Communication Wizard Overhaul
            •  STRATA Master Top Tip #33 - FSCI Multiple Dissection Notes
            •  STRATA Master Top Tip #34 - Hide Email Addresses on the Strata Roll
            •  STRATA Master Top Tip #35 - Payment Details on Status Certificates
            •  Tip #36 - Identifying Valid Tenancies
            •  STRATA Master Top Tip #37 - Negative Reminders
            •  Tip #38 - Reject Receipts
            •  Tip #39 - Pop-up Message on Receipts
            •  Tip #40 - Update Preferred Tradesmen
            •  Tip #41 - Bank Details on Insurance Claims
            •  Tip #42 - User Voice
            •  Tip #43 - Bulk Approve Invoices
            •  Tip #44 - Import/Export
            •  Tip #45 - Finding Creditors
            •  Tip #46 - Multiple Addresses
            •  Tip #47 - Add Levy Messages
            •  Tip #48 - Add Company Nominee
            •  Tip #49 - Check Insurance Coverage
            •  Tip #50 - Additional Contacts
            •  Tip #51 - Show Repairs on Portals
            •  Tip #52 - Duplicate Invoice Checking
            •  Tip #53 - Simplify Owners' Reports
            •  Tip #54 - Secondary Creditor Types
            •  Tip #55 - Auto-clear debt recovery
            •  Tip #56 - Split Receipts
            •  Tip #57 - Owner Selector Options
            •  Tip #58 - Storing Confidential Documents
            •  Tip #59 - Miscellaneous Owner Invoices
            •  Tip #60 - Communication Wizard Update
            •  Tip #61 - Updated merge fields
            •  Tip #62 - Notice Delivery Method
            •  Tip #63 - Portal Reports
            •  Tip #64 - Financial Group Reports on Portals
            •  Tip #65 - Interim Report Order & Tenants in Quick Reports
            •  Tip #66 - Future Dates Warning
            •  Tip #67 - Using existing contacts
            •  Tip #68 - Perfect Dates
            •  Tip #69 - Payment Plans
            •  Tip #70 - Downloads
            •  Tip #71 - Levy Periods on Notices
            •  Tip #72 - On-charge Invoices with FSCI
            •  Tip #73 - Amalgamated Management Fees
            •  Tip #74 - Rockend University
            •  Tip #75 - Meeting Resolution Templates
            •  Tip #76 - Data Security
            •  Tip #77 - Additional Debtor Lots
            •  Tip #78 - Re-balance a Balance Sheet
            •  Tip #79 - Proxy Register
            •  Tip #80 - Preview and Save Opening Balance Reports
            •  Tip #81 - Portals Tips
            •  Tip #82 - Bulk BPAY
            •  Strata Master Top Tip #83 - Search by Invoice Number
            •  Strata Master Top Tip #84 - Receipt Allocation Order
            •  Strata Master Top Tip #85 - Default BPAY Description
            •  Strata Master Top Tip #86 - Optimise BPAY Process
            •  Strata Master Top Tip #87 - Saving to File Smart
            •  Strata Master Top Tip #88 - Knowledgebase
            •  Strata Master Top Tip #89 - Hover and Hotkeys
            •  Strata Master Top Tip #90 - Restrict Access to Sensitive Information
            •  Strata Master Top Tip #91 - Bulk Edit Documents
            •  Strata Master Top Tip #92 - Quantity Based Fees Detail Report
            •  Strata Master Top Tip #93 - Automated Management Fees
            •  Strata Master Top Tip #94 - Quick Navigation with Chain Link
            •  Strata Master Top Tip #95 - Quick Updates with Rockend SMS
            •  Strata Master Top Tip #96 - Split Levy Correspondence
            •  Strata Master Top Tip #97 - Creating Payment Plans
            •  Strata Master Top Tip #98 - Access Portals from your Home Screen
            •  Strata Master Top Tip #99 - Duplicate Invoices
            •  Strata Master Top Tip #100 - Work Order Comments
            •  Strata Master Top Tip #101 - Spelling and Grammar Check
            •  Strata Master Top Tip #102 - Charge Unpaid Interest
            •  Strata Master Top Tip #103 - Change of Ownership Wizard
            •  Strata Master Top Tip #104 - Add a Credit Note for Creditors
            •  Strata Master Top Tip #105 - Charging your time as a management fee
            •  Strata Master Top Tip #106 - Track High Value Owners
            •  Strata Master Top Tip #107 - Easy Bulk Communications
            •  Strata Master Top Tip #108 - Auto notifications for unsuccessful quotes
            •  Strata Master Top Tip #122 - Owner Delivery Method Wizard
            •  Strata Master Top Tip #123 - Tax Report
            •  Strata Master Top Tip #124 - Attachment to Levy Notice Email
            •  Strata Master Top Tip #125 - Miscellaneous Invoice with multiple dissections
            •  Strata Master Top Tip #126 - Creditor Invoices (Multiple Dissections)
            •  Strata Master Top Tip #127 - Tradesmen Wizard
          • Strata Master User Voice
          • Supporting Strata Managers During Covid-19
          • Transfer Funds from Strata Master to Investment
          • Reverse or cancel Investment Interest Entered in Strata Master
          • Setting up Debt Recovery templates for different states
        • On Demand E-Learning
          • Rest Professional
            •  After End of Financial Year Troubleshoot Video
            •  Australian End of Financial Year - Overview - Video
            •  Australian End of Financial Year - Charging Fees Video
            •  Australian End of Financial Year - End of Month - Video
            •  Australian End of Financial Year -EOFY Statements in Rest - Video
            •  Australian End of Financial Year - EOFY Statements with File Smart Video
            •  End of Financial Year for Rest Professional - Rest only Webinar - Australia
            •  End of Financial Year for Rest Professional with File Smart Users Webinar - Australia
            •  Change of Ownership - Webinar
            •  Managing Bond Disbursement and Refund Webinar
            •  Rest Professional Tenant Invoice Credit & Refund Webinar
            •  Bank Reconciliation for Rest Professional - Video
            •  Disbursement Essentials On Demand E-Learning
            •  Discover realbenchmark On Demand E-Learning
            •  Inspection Tips for REST Professional On Demand E-Learning
            •  REST Professional Version 15.5 & fileSMART Version 7.6 On Demand E-Learning
            •  Mail Merge Fundamentals On Demand E-Learning
            •  Inspection Planner and Inspection Follow-Up
            •  Managing Maintenance On Demand E-Learning
            •  Organise your Day with Portfolio Check On Demand E-Learning
            •  Processing End of Month in REST Professional On Demand E-Learning
            •  Understand Tenant Credit Amounts On Demand E-Learning
            •  REST Professional & fileSMART Feature Round Up 2017
            •  REST Professional Version 15.0 & fileSMART Version 7.5 On Demand E-Learning
            •  REST Professional Version 14.5 and fileSMART Version 7.0 Features
            •  REST Professional Version 14 Features
            •  REST Professional Version 12.5 Features
            •  REST Professional Version 12 Features
            •  New Zealand End of Financial Year - Charging Fees Video
            •  New Zealand End of Financial Year - March End of Month - Video
            •  Australian End of Financial Year - EOFY Statements in Rest - Video
            •  New Zealand End of Financial Year - EOFY Statements with File Smart Video
            •  New Zealand End of Financial Year - Overview - Video
            •  Bank Reconciliation Tips for REST Professional On Demand E-Learning
          • Strata Master
            •  Bank Reconcilations On Demand E-Learning
            •  Financial Group Reporting On Demand E-Learning
            •  Cancellation Fundamentals On Demand E-Learning
            •  Owner/Committee Portal Setup - On Demand E-Learning
            •  Understand the GST Report On Demand E-Learning
            •  Utilising Quick Reports On Demand E-Learning
            •  Statement of Key Financial Information
            •  STRATA Master Meeting Wizard Configuration
            •  STRATA Master Managing Reminders for Diary Entries
            •  STRATA Master Version 9.1 Upgrade NSW Legislation On Demand E-Learning
            •  STRATA Master Version 9.1 Upgrade Training On Demand E-Learning
            •  STRATA Master Version 9.0 Features On Demand E-Learning
            •  STRATA Master Version 8.5 Features
            •  STRATA Master Version 8.0 Features
            •  STRATA Master Version 7.5 Features
            •  Investments Webinar
            •  Reminders Webinar
            •  Templates Webinar
            •  Budgets Webinar
            •  Registers Webinar
            •  Repairs and Maintenance Webinar
            •  Version 11.5 Release Webinar
          • fileSMART
            •  fileSMART PrintMail: Beyond your Owner Statement Run
            •  fileSMART Workflow for REST Professional On Demand E-Learning
            •  fileSMART Workflow Assist On Demand E-Learning
            •  REST Professional Version 14.5 and fileSMART Version 7.0 Features
            •  fileSMART Version 6.5 On Demand E-Learning
            •  fileSMART Version 6.0 Features
            •  What is fileSMART Workflow Assist?
        • Home
        • File Smart

        Using fileSMART

        Browse articles for setting up and using fileSMART features.

        Getting Started (14)

        •  Creating, Editing and Archiving Users
        • fileSMART Administrator
        • fileSMART Backups
        •  fileSMART Toolbar Overview
        •  Getting to Know the fileSMART Archive Screen
        • See More

        Archiving and Searching (22)

        •  Adding a New Document Type in fileSMART
        •  Creating and Deleting a Stamp
        • A Guide to Uploading Photos
        • Archiving a Document for an Inactive Property
        • fileSMART Share End User Guide
        • See More

        Workflow (14)

        • REST Professional Barcode Template for Watercare NZ Notices
        •  File Smart Workflow Overview
        •  fileSMART Workflow Assist Tutorial
        • fileSMART for Property Management Workflow Setup and Use Guide
        • fileSMART for Property Management – Owner and Tenant Water Usage Invoicing OCR Configuration
        • See More

        PrintMail (15)

        • Clear Duplicate Statements from fileSMART Printmail
        • Error when Trying to save a PrintMail Generated PDF from within Adobe Reader
        • Documents Sent to Pending Queue by fileSMART Printmail Autoarchive
        • File Smart Print Mail End of Financial Year Process
        • Setting up additional contacts in Rest Professional and File Smart Print Mail
        • See More

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