- Created by Fiona Wilson, last modified on Nov 13, 2023
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Quick links
Featured guides
Getting started / quick guide - for sales, lettings & property managementHot topics - recent 'How Do I?' queries to Reapit Support
Reapit Academy webinar/classroom course accompanying guidesEmail
General - by category
Or click here for full index
Alerts
- Add a contact alert
- Add a tenancy alert
- Add a property alert
- Add an applicant alert
- Alerts shown in grids on Organiser & Power Reports
- Tenancy alerts on tenancy arrears & reports grids
- Add alert changes to Activity Feed - configuration option
Checklists
- Checklists overview
- Set 'required by' date on checklist items to identify overdue items - configuration option
- Count of incomplete checks shown in grids
- Attached checklist documents available in letters screen
Companies/Suppliers
- Add a supplier/company record
- Opt out of marketing option for companies/suppliers
- Working with relocation agents
- Supplier approval & supplier accreditation options
- 'Core' and 'on hold' suppliers - configuration option
- Supplier checklist - configuration option
- Configuration options (companies/suppliers)
Compliance (ID, GDPR etc.)
- GDPR & Reapit
- Enter & report on ID
- MRZ passport code validation when entering ID
- Marketing consent settings (GDPR)
- Changes to ID checks detailed in ID check screen
- UK Tenant Fees Act / Tenant Fee Ban - background & how Reapit can help
- Configuration options (compliance)
- No data needed when carrying out manual override ID check
- ID check override option - configuration option
- Two types of Primary ID can be entered on an ID Check - configuration option
- Changes to ID check status logged in contact Activity Feed/journal - configuration option
- Log changes to ID check detail in the contact Activity Feed/journal - configuration option
- Access ID check details when edit tenant name security in place - configuration option
- Ignore secondary ID expiry date - configuration option
- New ID check is pre-populated with previous details - configuration option
- Validation check when manually changing ID status - configuration option
- Right to Rent (RTR) ID check - configuration option
Contact
- Add contacts, contact management, activity feed & journal
- Use contact record to add journal entries for individual roles
- Storing contact categories, mailings & employment information and subscribing a contact to a list
- Restricted access on contact record
- Identify & manage duplicate contacts
- Checking for duplicate contacts or companies
- Communication preferences - configuration option
Diary
- Add diary appointments to Outlook calendar - configuration option
- Change diary settings - including add/remove offices/negotiators
- View all contact details in diary appointment
- Unaccompanied appointment flag shown on diary screen
- Mark an appointment as a virtual appointment
- Share Outlook calendar & set permissions
- Configuration options (diary)
- Send emails in bulk to all landlords or tenants
- Attaching a file to an open Outlook email message
- Email design - best practice
- G-mail integration common issues
- Match email received in error
- Configuration options (email)
Housekeeping
- Archive applicants in bulk via Power Report - configuration option
- Archiving & unarchiving a property
- Archiving properties / applicants in bulk (housekeeping)
- Bulk removal of appointment follow up entries (housekeeping)
- Bulk removal of internet registration enquiries (housekeeping)
Journal & journal entries (contact notes)
- Vendor/landlord marketing report
- Hide or display missing Activity Feed entries (also known as journal entries or contact notes)
- New user interface - journal screen
Letters
- Create & save a letter
- Email letter as a PDF attachment
- Extra columns in letters & documents screens
- Prevent documents & letters being overwritten - configuration option
- Generate read only/non-editable letters - configuration option
Organiser
- Changing the Organiser layout, plus adding new panels & categories
- Adding and removing categories on the Organiser
- Deleting a layout on the Power Organiser
- Hints & tips for using the Organiser
- Incorrect results on the Organiser
- Organiser efficiency enhancement - configuration option
- Further enhancements to Organiser efficiency - configuration options
Password, change user details & screen settings
- Reapit login FAQs (Reapit Connect login)
- Reapit Multi Factor Authentication (MFA) app
- Change personal details (edit my details)
- Change screen background contrast & header colour (Accessibility Settings)
- Change screen scaling / resolution
- Reset Reapit IQ password (UK only)
Support
- Hot topics - recent 'How Do I?' queries to Reapit Support
- Use of analytics to track user activity
- Adding & editing HTML email templates
- Self-service configuration options
- Configuration access (self-service) availability by version
- Add a new user, remove a user and transfer data between users
- Areas - how to add & manage
- Offices - how to add & manage
- Source of enquiry/advertising, applicant status & viewing feedback options - how to add & edit
- Checks & agreements - how to set-up & maintain
- Contact categories - how to add & edit
- Mailings & events - how to add & edit
- Referrals - how to add & edit
- Marketing expenses - how to add & edit
- Information (support)
- Installations and software
Phone / telephony integration for inbound & outbound calls
Tasks & messages
- Using tasks & messages
- Access other screens when creating a task
- Configuration options (tasks & messages)
Tips & searching
- Golden Rules - recommended minimum requirements for your database
- Tips & shortcuts
- Search Knowledge Base from main menu
- Magnifying glass icon to trigger address lookup using postcode software
- Quick tips
- Setting a call reminder
- Exporting grid contents to Excel
- Copy address to clipboard - short property address
- Copy tenant & landlord names via right-click
- Shortcut to send email to all relevant contacts
- Preview option available from property reports & all property lists
- Google maps shortcut to view property location
- Searching your database
- Configuration options (tips & searching)
Templates
- Using Letter Template Editor to create, edit and distribute letter templates
- Using merge codes with Letter Template Editor
- Letter Template Editor preview template option
- Useful merge codes
- Sales progression / TA form templates & how to upload (UK only)
- SMS templates
Workflow & task plans
- Task plan & workflow overview (including how to initiate/subscribe to a task plan)
- Workflow options for Agency Edition & Enterprise customers
- Workflow library
- Task plan library
- Workflow updates
Agentbox integration (APAC only)
Agentbox integration (APAC only)
Sales & Lettings/Rentals - by category
Or click here for full index
Applicant
- Add an applicant
- Using applicant status & running reports
- Archive (& unarchive) applicant or contact
- Mortgage expiry date on sales applicant
- Logging applicant Financial Services Permission - configuration options
Developments, new homes, land
- Developments & new homes
- Convert property to a development sub-plot
- Development reports - custom reports
- Developments & new homes - site status on property screen
- Add developer as a relationship on a property record
- Prevent site master being changed/demoted to site record - configuration option
- Lettings developments
Internet Registrations (portal leads)
- Using Internet Registrations (portal leads) & inbuilt reports
- Activity feed, journal & last call functionality in Internet Registrations (portal leads) screen
- Assign & manage internet registrations (portal leads)
- Remove internet registrations (portal leads) in bulk - configuration option
- Access to internet registration configuration
- Additional contact types checked on internet registrations (portal leads) when searching for duplicate records - configuration option
- Missing portal/website leads (Internet Registrations) - checklist
- Internet Registrations set-up guidelines
Invoicing (sales - UK)
- Sales invoicing (UK only)
- Sales invoice reporting (UK only)
- Sales invoice report available in Sage compatible format (UK only)
- Configuration options (invoicing)
Keys
- Store property key details & enter viewing/access arrangements
- Troubleshooting keys
- Report on keys that are out with companies
- Set key return date - configuration option
Lettings specific
- Property Management Organiser panel
- Pre-tenancy & end of tenancy
- Certificates & appliances
- Arrears (property management)
- Property inspections (property management)
- Tenancy alterations & renewals (property management)
- Works orders (property management)
- Landlord
- Tenancy
- Configuration options (lettings specific)
- APAC specific (property management)
Market appraisals
- Add a property & book a market appraisal
- Manage market appraisal opportunities
- Log details of other agent appraisals (sales properties)
- Log lost market appraisals
- Record valuation figures & fees
- Configuration options (market appraisals)
Marketing a property
- Store required property information for Material Information Parts A, B & C
- Prepare a property for marketing
- Generate property descriptions via AI technology
- Importing room detail from clipboard
- Option to set council tax band as 'not yet available' (UK only)
- Logging an advert
- Property location / Google Maps
- Marketing expenses
- Variable commission / tiered fees
- Configuration options (marketing a property)
Matching
- Matching (property to applicants & applicant to properties)
- Guidance on how to ensure successful matching
- Solving match issues
- Collating matches
- Adding comments to match results
- Matching using keywords (e.g. for investment properties)
- Excluding an applicant from matching
- Changing a property's match price range
- Using hand match
- When matching exclude properties with a sale proceeding or an arranging tenancy - configuration option
Offers, sales progression, exchange & completion
- Offers
- Memorandum of Sale (MOS)
- Sales progression
- Chain
- Exchange & completion
- Configuration options (offers/sales progress)
Pictures, maps, floorplans & EPCs
- Pictures screen
- Delete multiple images/pictures on a property record
- Track when property pictures have been added/updated
- Store QR code image types on a property
- Report on properties with QR codes uploaded
- Gallery view for property pictures
- Dragging & dropping a picture - enhancement
- Hi-res picture path error
- EPCs
Property
- Specific property marketing requirements
- Processes (property)
- Storing/displaying specific data on a property record
- Pre-instruction checklist
- Configuration options (property)
- Dubai specific (property options)
Property portals (Rightmove, company website etc.)
- Missing property on a portal or company website (UK only)
- Portal upload report
- Updating property information online (UK only)
- Update all portals in bulk via property marketing (UK only)
- Prompt to upload to property portals when changes made (UK only)
- Portal data feed error emails RTDF (UK only)
- Portal feed change requests & standard settings (UK only)
- Property classification for portal uploads (UK only)
- Common portal feed queries (UK only)
- Daft & MyHome - Irish portal overview
Referral options
Reporting
- Power Reports
- MI Analysis
- Sales Daily Report guides
- Lettings Daily Report guides
- Pipeline Report guides
- Generate a list of current stock sorted by area (square feet / metres)
- Running the User Access Report
- APAC specific (reporting)
Viewings
- Book a viewing & send email/SMS confirmation
- Book & identify second/repeat viewings (via duplicate viewing option)
- Track viewing & market appraisal 'no shows'
- Book viewing tours in the diary
- Open house viewings / open for inspection (OFI) functionality
- Add applicant or property from diary when booking viewing or MA
- Add offer from viewing appointment screen (sales property)
- Add tenancy/offer from viewing appointment screen (lettings property)
- Virtual tours
- Separate follow-up options for appointments - configuration option
Accounts - by category
Or click here for full index
Client/Trust Accounts daily processes overview
Agent remittance
Arrears
- Checking for tenant & landlord arrears
- Tenancies with rent arrears & unallocated funds flag (UK only)
- Exclude tenants from chase arrears
- Tenancy arrears detail shown in renewal grids in Organiser
- Filter tenant arrears by office or manager
- Set a tenant/landlord arrears follow up date
- View guarantor information on tenancy arrears screen
- Chase individual arrears items (rather than bulk)
- Filter arrears to show non-rent arrears
- View start/end dates for tenancy on arrears screen
- Country specific (arrears)
- Configuration options (arrears)
Bank details
- How to change your client account bank details (UK only)
- Tenant bank details
- Store documents against bank details
- IBANs & SWIFT code entry provision
- International payments - update
- Configuration options (bank details)
BACS/ABA Run
- BACS/ABA & Cheque Run
- Clear a zero payment from the ABA/BACS and Cheque Run
- Rejected BACS/ABA payment
- Unable to select payment to export in BACS/ABA & Cheque Run - A/C incomplete
- Configuration options (BACS/ABA run)
Bank Reconciliation
- Bank Reconciliation - daily process
- Automatically produce bank reconciliation report after posting - configuration option
- Reconcile a single bank statement line to multiple payment out lines
- Reconcile bank charges
- Reconcile bank interest
- Reconcile multiple bank statement transactions to one payment out transaction
- Reverse bank statement import
- Import negative multiple receipts
- Bankers draft included in branch receipts deposit form
- Using Client/Trust Accounts without bank statement import or regular reconciliation - configuration option
- Country specific (bank reconciliation)
Corrections
- Reverse landlord letting/leasing, admin or management fees
- Remove supplier recover payment from BACS/ABA & Cheques Run
- Return money receipted to a ledger back to unknown
- Transferring funds between accounts
- Unallocate a receipt
- Assign unallocated receipt to another party
- Return an unknown receipt to unposted
- Marking an unknown receipt as a reversal
- Marking a bank statement item as an unknown receipt
- Change transaction narrative
- UK specific (corrections)
- APAC specific (corrections)
Credit notes
- Landlord credit note / raise goodwill credit for landlord
- Apply a tenant rent credit
- Report on rent credit notes
- Credit supplier invoices and recovery payments
- Print, email & save credit notes
- Additional credit note type: Non Recoverable
- Option to control the 'rent paid to' date when applying a credit note (APAC only)
Deposits/Bond
- Crediting a deposit/bond invoice
- Separate deposit account - raising tenant deposit
- Deposit/bond release
- Increase tenant deposit/bond
- Identify deposits held for more than 90 days
- Pay supplier from deposit/bond
- Transfer deposit/bond from an existing tenancy
- Sales Trust Accounts - apportion payments between multiple vendors
- Managing disputed deposits
- Configuration options (deposits/bond)
- UK specific (deposits/bond)
- APAC specific (deposits/bond)
Direct Debit
- Using Direct Debit functionality
- Process Direct Debits
- Processing a dishonoured/bounced Direct Debit (or cheque)
- Direct Debit collection date - configuration options
- Do not cancel Direct Debit when changing bank details - configuration option
End of Financial Year (EOFY)
- Produce End of Financial Year (EOFY) statements
- Change title used for Income & Expenditure statement fee on landlord statement - configuration option
- Raising end of financial year statement fee invoices - configuration option
Fees (accounts)
- Setting a letting/leasing fee for 1st year only
- Landlord payment processing fee
- Prevent supplier/agent commission changes - configuration option
- Record non standard fees via invoicing notes
Invoices
- Add, edit & save tenancy fees on initial tenant invoice without posting it
- Delete related management fee invoices when deleting rent invoices
- Reminder prompt displayed when deleting a rent invoice
- Raise multiple invoices for marketing expenses
- Add a recurring charge to a tenancy
- Adjust rent invoice amount
- Adhoc landlord admin fees
- Amending 'invoiced up to' date
- Alterations - amendments to rent or fee amounts
- Filter pending supplier invoices via Power Organiser
- Raise rent & fee invoices
- Rent invoices are not raising
- Changing rent invoiced up to date prompts to update other fees
- Change rent payment frequency
- APAC specific (invoices)
- Configuration options (invoices)
Landlord float
- Returning a landlord float
- Transfer float to another landlord property
- Transferring float between landlord properties
- Float changes logged in the landlord journal/Activity Feed
- Use float to make a supplier payment (UK only)
Landlord payments
- Landlord payment run
- View landlord payment details
- Set-up multiple bank accounts for landlord payments (joint landlords)
- Landlord block payments
- Hold rental payments on account until period is fully paid
- Changes to landlord payment frequency added to journal
- Middle/end of month landlord payments (APAC only)
- Configuration options (landlord payments)
Landlords
- Change landlord client account
- Non-resident landlord (NRL) home country - configuration option
- Identify overseas landlords
- Change landlord (no transactions)
- Change landlord (with transactions)
Landlord statements
- Landlord statement options - summary
- Landlord statement run
- Select landlord statement template for individual landlords
- Produce separate statements per property (not by landlord)
- Regenerating a previous landlord statement
- Closing balance & rent arrears displayed on landlord/EOFY statements
- Landlord statement failed to send in landlord statement run
- Show VAT/GST amount on non-VAT/GST landlord statement
- Landlord Income & Expenditure statement shows related invoices for all payments made
- Configuration options (landlord statement)
Landlord tax
- Landlord tax FAQs
- Setting up landlord tax (UK only)
- Tax exception report - including tax calculation explanation (UK only)
- Running the Annual Tax Report (NRLY) (UK only)
- Custom tax year start date
- NRL6 certificates
Ledgers/transactions
- Identifying available funds or unpaid charges on ledgers
- Understanding the unallocated column
- Tenancy transactions screen - by invoice view
- Tenancy transactions screen - by receipt view
Opening balances
- Opening balances (UK only)
- Opening balances - entering outstanding supplier/creditor invoices (APAC only)
- Opening balances - entering an on account/part paid amount (APAC only)
Receipts
- Importing your bank statement
- Unallocated tenant receipts
- Link branch receipts to bank statement - configuration option
- Receipting a single receipt against multiple records
- Change receipt type (in receipts from statement)
- Option to auto allocate in bulk added to Unallocated Tenant Receipts screen
- Copy current bank reference to create statement reference
- Receipting Direct Debits
- Registered date, office & cleared columns added to link branch receipts screen
- Unknown receipts reversed
- Receipt a supplier payment to pay a credited/refunded works order
- Configuration options (receipts)
- APAC specific (receipts)
Refunds
- Letter & email options available in tenant refunds/repayments screen
- Previously paid rent credited in error - how to fix
- Credit card refunds
Reimbursements
- Invoice landlord for payment to tenant
- Adhoc reimbursements from tenant to landlord
- Reimbursement from tenant to landlord - setup collection by direct debit (APAC only)
Renewals/Rent and fee charges
- Renew an existing tenancy (UK only)
- Applying a future dated rent reduction
- Deferred rent payments (APAC only)
Rent Guarantee
- Rent Guarantee - transfer rental income to company/supplier record
- Rent Guarantee - transfer rent received before agreement start date - configuration option
Reporting (accounts)
- Accounts Reporting and Analysis options
- Tenancy income report - configuration option
- EOM report
- Client/Trust Account Reconciliation articles
- UK specific (accounts reporting)
- APAC specific (accounts reporting)
Split commission
- Paying an agent that has introduced a tenant to you (UK only)
- Invoicing an agent you have introduced a tenant to (UK only)
Suppliers
- Entering a supplier invoice
- Reviewing & posting supplier invoices
- Reprint a supplier remittance
- Refund/repay funds held against a supplier or company
- Supplier debt report
- How to tell if a supplier invoice has been paid
- Invoice grid updates (12.168)
- Configuration options (suppliers)
- UK specific (suppliers)
- APAC specific (suppliers)
Tenants
- Tenancy role types
- Creating a tenant statement
- Change of tenant (UK only)
- Rent due up until the tenant vacates/tenancy end date
- Tenant repayment / refund
- Tenancy payments report (print receipts report)
- Configuration options (tenant)
Trust Accounts frequently asked questions (APAC only)
Trust Accounts frequently asked questions (APAC only)
MyAgency app - by category
Or click here for full index
- Getting started with the MyAgency app
- Using the tenant view on the MyAgency app
- Access tenant view on the MyAgency app
- Tenant - submit request to renew tenancy via MyAgency
- Tenant - submit request to book a move out via MyAgency
- Tenant - view & report fault/issue via MyAgency app (add works order)
- Access tenant transactions via MyAgency
- Use the tenant to-do list on MyAgency
- Access appointment details via the MyAgency app (tenant)
- Use the MyAgency app to submit meter readings (tenant)
- Use MyAgency to upload documents & access previously uploaded documents (tenant)
- Access Pre-Tenancy & Post-Tenancy check progress via MyAgency (tenant)
- Using the applicant view on the MyAgency app
- Using the owner (vendor/landlord) view on the MyAgency app
- Access owner (vendor/landlord) view on the MyAgency app
- Vendor/landlord - submit request to update price on MyAgency app
- Vendor/landlord - sales/lettings campaign data on the MyAgency app
- Landlord-specific options on the owner view of the MyAgency app
- Landlord - review, accept or reject tenancy offers on the MyAgency app
- Landlord - view & report fault/issue via My Agency app (add works order)
- Access landlord transactions via MyAgency
- Use the landlord to-do list on MyAgency
- Access appointment details via the MyAgency app (landlord)
- Use the MyAgency app to submit meter readings (landlord)
- Use MyAgency to upload documents & access previously uploaded documents (landlord)
- Access Pre-Tenancy & Post-Tenancy check progress via MyAgency (landlord)
- Vendor-specific options on the owner view of the MyAgency app
- Using MyAgency to search for properties to rent or buy
- Viewing agent contact details in the MyAgency app
- MyAgency Release Notes
Block Management - by category
Or click here for full index
- Adding an estate
- Adding financial information for block management
- Works orders for block management
- Adding further information to the estate record
- Staying in contact (via letters/emails) using block management
- Organiser & reporting options for block management
- Accounts daily processes for block management
- Prepare service charge invoices (block management)
- Processing Direct Debits (block management)
- Import receipts from bank statement (block management)
- Bank reconciliation (block management)
- Account reconciliation (block management)
- Unallocated service charge receipts (block management)
- Authorise & post supplier invoices (block management)
- Supplier/agent payment run (block management)
- BACS/ABA and cheque run (block management)
- Preparing leaseholder statements (block management)
- Period start date (not invoice raised date) used when raising invoice - configuration option (block management)
- Financial management for block management
Financial management for block management
Other Reapit products plus integrations - by category
Or click here for full index
Reapit products
- AgencyCloud Online
- AppMarket
- AWS customer hub
- Reapit Mobile
Third party integrations
Other Reapit products
AgencyCloud OnlineThird party integrations
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