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Glossary
Rest Professional
Providing Rent Relief, Rescheduling Inspections and Communicating During COVID-19
Using Rest Professional
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 up On The Move integration
Setting Regional and Language Options to be Compatible with REST Professional
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
Owners Consent for the Electronic Services of Notices and Documents
New
Rent Renegotiation due to Financial Hardship in Rest Professional
New
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
Set up and use of Strata Plans for Properties 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 Setup 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
Web Advertising Upload from REST Professional to Rentfind
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
Updated
Bulk Bpay Payment File Exceeding 200 Records for Commbiz & Bankwest
Bulk Bpay Payments for Macquarie Bank – REST Professional
Cancelling a Creditor Cheque
How to Process a Refund Due to a Cancellation of a Holiday Booking (Current Period)
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
Dishonoured Rent (Cheque) in REST Professional
Dishonoured Rent (Direct Debits) in REST Professional
Editing an Outstanding Disbursement
How to Process a Refund Due to a Cancellation of a Holiday Booking (Previous Period)
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
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
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
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
Updated
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
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 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 E-mail 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
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
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
Updated
Changing Banks, Company Name or Trading Name in REST Professional FAQ
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 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
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
Updated
Rest Professional Version 18.5.03 Release Notes
New
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 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 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
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 Archive emails to fileSMART
How to Send an Archived Document Back to the Pending Queue
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
fileSMART 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 Workflow Assist Setup and Use Guide
fileSMART for Property Management Owner and Tenant Water Invoicing Workflow
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
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
fileSMART PrintMail v.6 and v.7 End of Financial Year Process
How File Smart PrintMail users should set up the owner cards in Rest Professional
fileSMART PrintMail Tutorial
How to Create a New Job in fileSMART PrintMail
fileSMART PrintMail Collation and Document Redaction Setup and Use Guide
How to Edit a Job in fileSMART Printmail
How to Reprint a Document from a Completed Collation
fileSMART Upgrade Guide
How to Edit Contact Information in fileSMART PrintMail
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?
Product Updates
File Smart Version 7.11 Release Notes
Previous Releases
fileSMART Version 7.0 Features for Console
File Smart Version 7.9 Release Notes
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
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 fileSMART Server
fileSMART PrintMail Installation Guide
fileSMART Printers Installation Guide
File Smart User Voice
Strata Master
Using Strata Master
Accounting
Balance Sheet Does Not Balance
Barcode Scanning for Creditor Invoices in STRATA Master and fileSMART
Bulk BPAY Setup & Use in Strata Master
Closing an Investment Account
Creating Additional Entitlement Sets
Direct Entry Payment Returned - General Trust
Direct Entry Payment Returned - Individual Accounts
How to Correct a Rejected BPAY File – Incorrect CRN – Macquarie Bank
How to Change a Financial Year End
How to Create an Investment Account
How to Part-pay an Invoice
How to Process a Dishonoured Receipt in STRATA Master
How to Process an Allocation Receipt
How to Record Dishonoured Amounts in STRATA Master
How to Search/Cancel Payments in STRATA Master
How to Transfer Money from One Fund to Another
Income Tax Calculation Worksheet Setup & Use
Issuing Staged Debt Recovery Notices by Email with SMS option
Levy Discounting User Guide
Rejected BPAY File – Incorrect Biller Code – Macquarie Bank Customers
Reversing a Receipt Entry Allocated to Old Bank Account After Bank Changeover
Setup a GST Creditor and Paying GST
Staged Debt Recovery Setup and Use Guide
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)
STRATA Master - How to Process a One-off Payment
When an Invoice has Been Paid from the Wrong Plan
BMC Setup and Use in Strata Master
Management
Auto-Archiving documents from Strata Master
Auto-Recovery Management Fee Setup and Use Guide
Bank Statement Filing
Checklist - New Plan Not Managed
Compliance Register Setup and Use Guide
Conversion from the Internal Document Register
fileSMART Creditor Invoicing (FSCI) Screen
Frequently Asked Questions in fileSMART
How to Close Multiple Quote Requests in STRATA Master
Mail-merge fields available in STRATA Master
Meeting Wizard Setup and Use Guide
Providing fileSMART Access to a Strata Searcher
Reminders Setup and Use Guide
Repairs and Maintenance Setup and Use Guide
Using fileSMART Integration with STRATA Master
Utility – Close Diary, Quotes and Work Orders
Online Voting References
Online Voting References - New South Wales
Online Voting References - Queensland
Online Voting References - Victoria
Reporting
Interim Reports – Not All Plans Are Printing
How to Print a Schedule of Management Fees for an Individual Corporation
Financial Reporting by Group
Interim Reporting Setup and Use
AGM Report Preparation Setup and Use Guide
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
System Settings
Adding Additional Information to Levy a Notice
Displaying Images Setup and Use
Duplex printing from the Levy Wizard
How to Add an Additional Comment to All Quote Requests
How to Add an Additional Comment to All Work Order Requests
Creating a Backup in Strata Master
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
Product Updates
Strata Master Version 12.0 Release Notes
Enhanced SMS Guide
Upgrading STRATA Master
Previous Releases
STRATA Master Version 10.5 Release Notes
STRATA Master Version 10.0 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
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
STRATA Master Custom Headers
STRATA Master Cloud Hosting
Strata Master System Requirements
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
Tip #17 - Tradies
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 User Voice
Supporting Strata Managers During Covid-19
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
New Zealand 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
What is fileSMART Workflow Assist?
fileSMART Version 6.0 Features
Home
Strata Master
Using Strata Master
Browse articles for setting up and using Strata Master features.
Accounting
(29)
Balance Sheet Does Not Balance
Barcode Scanning for Creditor Invoices in STRATA Master and fileSMART
Bulk BPAY Setup & Use in Strata Master
Closing an Investment Account
Creating Additional Entitlement Sets
See More
Management
(20)
Auto-Archiving documents from Strata Master
Auto-Recovery Management Fee Setup and Use Guide
Bank Statement Filing
Checklist - New Plan Not Managed
Compliance Register Setup and Use Guide
See More
Reporting
(5)
Interim Reports – Not All Plans Are Printing
How to Print a Schedule of Management Fees for an Individual Corporation
Financial Reporting by Group
Interim Reporting Setup and Use
AGM Report Preparation Setup and Use Guide
Strata Communicator Service
(5)
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
System Settings
(6)
Adding Additional Information to Levy a Notice
Displaying Images Setup and Use
Duplex printing from the Levy Wizard
How to Add an Additional Comment to All Quote Requests
How to Add an Additional Comment to All Work Order Requests
See More
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