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Reapit CRM (desktop)
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Getting started / quick guide - for sales, lettings & property management
Beta Release Notes
Release Notes index
General
Sales & Lettings/Rentals
Accounts
•
Identify internal client accounts assistant as a relationship on lettings property - configuration option
Client/Trust Accounts daily processes overview
Agent remittance
Arrears
Bank details
BACS/ABA Run
Bank Reconciliation
Corrections
Credit notes
Deposits/Bond
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Crediting a deposit/bond invoice
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Separate deposit account - raising tenant deposit
•
Deposit/bond release
•
Increase tenant deposit/bond
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Deposit notes can be added on a tenancy
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Identify deposits held for more than 90 days
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Pay supplier from deposit/bond
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Transfer deposit/bond from an existing tenancy
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Sales Trust Accounts - apportion payments between multiple vendors
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Managing disputed deposits
Configuration options (deposits/bond)
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Tenant deposit refunds no longer blocked when landlord payments blocked - configuration option (enabled by default)
•
Link post-tenancy checks to deposit/bond release - configuration option
•
Transfer disputed funds to deposit scheme via tenant refund screen - configuration option
•
Prevent edit access to deposit protection details - configuration option
•
Reverse/delete transfer to deposit scheme - configuration setting
Holding deposit (deposits/bond)
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Holding deposit - configuration option
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Override how long a holding deposit can be held for at tenancy level & view overdue holding deposits on Organiser
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Holding deposit expiry date
•
Holding deposit functionality update
Initiate deposit/bond release (deposits/bond)
UK specific (deposits/bond)
APAC specific (deposits/bond)
Direct Debit
End of Financial Year (EOFY)
Fees (accounts)
Invoices
Landlord float
Landlord payments
Landlords
Landlord statements
Landlord tax
Ledgers/transactions
Opening balances
Receipts
Refunds
Reimbursements
Renewals/Rent and fee charges
Rent Guarantee
Rent Insurance
Reporting (accounts)
Split commission
Suppliers
Tenants
•
Trust Accounts frequently asked questions (APAC only)
Block Management
Reapit Go
PayProp
Reapit Bookings / Inspect Real Estate (IRE)
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MyAgency app
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Knowledge Base
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Configuration options (deposits/bond)
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Holding deposit (deposits/bond)
Summarize
Holding deposit (deposits/bond)
Fiona Hardy
Owned by
Fiona Hardy
Last updated:
Mar 17, 2023
1 min read
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Fiona Hardy