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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
Direct Debit
End of Financial Year (EOFY)
Fees (accounts)
Invoices
Landlord float
Landlord payments
Landlords
Landlord statements
Landlord tax
Ledgers/transactions
Opening balances
Receipts
•
Importing your bank statement
•
Import receipts from bank statement updates & enhancements
•
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
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
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Receipts
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Receipts
Fiona Hardy
Owned by
Fiona Hardy
Last updated:
Mar 02, 2023
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