account settings

Access the webinar recording here: All About Your Account Settings

Rentec Direct recently hosted a value-packed webinar for clients to review the ins-and-outs of your software’s account settings. Hosted by your Director of Client Experience, Janell Kittleson, featuring additional information from this webinar will cover the basics on property owner types supported in your account and help you get organized to save time when managing their portfolios. Learn about all the account settings within your account, and dive into a deeper understanding of your account and subscription, account defaults and more.

This helpful webinar is perfect for our clients who want to stay on top of their game by learning all about settings within your Rentec Direct account. Gain vital insight into your options for managing bank accounts with owners and managers, professional website and branding and even recurring transactions. This informational webinar will give you the power to easily optimize your experience within the Rentec Direct software–making your daily tasks a breeze.

Access the webinar recording here: All About Your Account Settings

TOPICS COVERED:

  • Account settings within your account
  • Account & Subscription
    • Your Account: Billing history
    • Your Account: Invoice
  • Program Defaults:
    • Advanced program defaults
  • Your contact information:
  • Accounting Defaults
    • Managers & Users
      • Permissions
  • Recurring Transactions
    • Editing
  • Login & Password & Security
  • Application Defaults
    • File library
  • Manage Bank Accounts & Owners & Managers
    • Email Templates
  • Manage Vendors & Payees
    • EasyPay
    • Cash payments
  • Professional Website & Branding
  • Utilities:
      • Download property, tenant or owner list
      • Download utility billing data
      • Import tenant charges
      • 1099 e-file & print
      • Transaction history
      • API keys
      • Custom Terms
  • C.A.M Pools
  • Custom Fields
    • Forms

HELPFUL LINKS:

NEED HELP?

Webinar Questions:

Janell:  j@rentecdirect.com

Account Questions:

Client Support: Monday – Friday, 6am – 5pm, Pacific,

Phone: 800-881-5139 x2

Email: success@rentecdirect.com

UPCOMING WEBINARS:

For a schedule of upcoming webinars, click here.

ADDITIONAL RESOURCES FOR YOU: