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Knowledge base · Support
This page covers using RentalSys: setup, everyday operations and common user questions. For professional articles, visit the blog.
First steps after registering
The five-step onboarding: name, bank account, tax details, utility settlement and profile photo.
Using the Overview dashboard
Income, payment requests, rented properties, issues and the completion checklist on one screen.
Add your first property
The New property wizard: details, owner, tenant, costs, review.
The property page and editing
Tabs, core details, owners and photos in one place.
Create a rental agreement
Period, rent, deposit, utilities, common costs and billing defaults.
Invite a tenant
What the tenant receives and how to check the invitation was sent.
Generate payment requests from a lease
Payment rules, first charges and deposit automatically.
The payment request list, filters and PDF
Search, sending and payment status, overdue items, PDF preview.
Edit a payment request and the deposit
Change payer, recipient, bank account, dates and items.
Confirm a payment
Record when and how much the tenant paid.
Add a meter and reading periods
Serial number, starting reading, unit price and recurring reading windows.
Record a meter reading with a photo
Ad-hoc reading with photo; consumption and cost calculated automatically.
Utility items and automatic settlement
Recurring utilities, reading-based costs and adding them to requests.
Record a cost or a quote
One-off and recurring costs, linked to issues, saved as templates.
Add a cost to a payment request
Append to an existing request or create a new one from a cost.
Manage an issue from report to repair
Reporting, visibility, assignment, statuses and notifications.
Documents and categories
Categories with visibility, uploading, downloading and deleting files.
Create calendar events
Events per property with visibility, recurrence and reminders.
The outgoing email log
Every automatic email, searchable: to whom, when, and whether it was opened.
Use the tax assistant
Compare the 10% flat-rate cost method with itemised costs.
Organization settings
Company details, branding and request prefix, contacts and bank accounts.
Users and team members
Owner and tenant list, linking team members to the organization.
Didn't find your answer?
Write to us and we'll help with setup or the workflow.