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Knowledge Base index
Reapit CRM (desktop)
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
Direct Debit
End of Financial Year (EOFY)
Fees (accounts)
Invoices
Landlord float
Landlord payments
Landlords
Landlord statements
Landlord tax
Ledgers/transactions
Opening balances
Receipts
Import a bank statement
Import receipts from bank statement updates & enhancements
Unallocated tenant receipts
Receipt 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
Receipt Direct Debits
Unknown receipts reversed
Receipt a supplier payment to pay a credited/refunded works order
Configuration options (receipts)
Link branch receipts to bank statement - configuration option
Allow access to receipts screen without permission to allocate - configuration option
Allow access to record landlord branch receipt only - configuration option
Receipts only matched to tenancy when tenant/payment reference is present - configuration option
Reverse associated transactions when reversing receipts - configuration option
Edit a receipt reference - configuration option
Allocate branch receipts to invoices - configuration option
Enhancements to unallocated tenant receipts screen, including adding notes to receipts - configuration option
APAC specific (receipts)
Refunds
Reimbursements
Renewals/Rent and fee charges
Rent Guarantee
Rent Insurance