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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
•
Crediting a deposit/bond invoice
•
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
•
Transfer deposit/bond from an existing tenancy
•
Sales Trust Accounts - apportion payments between multiple vendors
•
Managing disputed deposits
Configuration options (deposits/bond)
•
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)
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)
AppMarket
MyAgency app
Third party integrations
Other Reapit products
Reapit Academy webinar/classroom course accompanying guides
Reapit announcements, updates & information
Blogs
Knowledge Base
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Deposits/Bond
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Configuration options (deposits/bond)
Summarize
Configuration options (deposits/bond)
Fiona Hardy
Owned by
Fiona Hardy
Last updated:
Aug 04, 2022
1 min read
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Fiona Hardy