Searching within Rentec Direct (Legacy)

This help article contains instructions for the Legacy Version of Rentec Direct. More information about the latest version of Rentec Direct can be found here: The Remodel | Rentec Direct’s Newest Software Update

It's easy to find what you are looking for in your Rentec Direct property management software with search and filter features on your most used pages. 

Property, Tenant, and Account Filters

Within the program, there are filters designed to help you locate something (for instance a specific tenant or property) to quickly narrow down the list and find what you are looking for with just a couple of keystrokes. 

In your Rentec Direct account: 

  1. Click on the Properties, Tenants, or Accounts tab.
  2. Begin typing in the Filter box. 

    As you type, any items containing those letters, numbers, or symbols will start to display. The more letters, numbers, or symbols you type, the more drilled down the results.

Locate property, tenant, or account quickly with the filter tool

Ledger Search

In addition to locating an account, property, or tenant quickly, you are also able to search for specific information within a property, tenant, or account ledger by using the search box at the top of every ledger.

In your Rentec Direct account:

  1. Click on the PropertiesTenantsor Accounts tab.
  2. Enter the ledger for that Property, Tenant, or Account.
  3. Begin typing in the Search box above the ledger. 

You can search for a dollar amount, check number, description, date, etc. and the system will bring up only those items that fit your search request. 

Note: You can customize your search by setting the ledger to display a specific time period such as this month, this year, last year, all-dates, or customize the date range. The example below is searching 'This Year' and finding all $75.00 transactions posted in that time period. 

Ledger search tool in Rentec Direct

Global Search

There are times when you may not know which tab or which ledger to search. Here are a few scenarios where the Global Search bar may be useful: 

  • You are looking for a transaction of a certain dollar amount but don't know where it was posted. 
  • Trying to locate an item by check number. 
  • Finding missing transactions during bank reconciliations. 

The Global Search tool is located at the top of every page within the software. Starting your search in this tool will bring up a box that allows you to filter by type. If you are within that tool, you are able to conduct as many searches as you wish. 

Each transaction result has an edit icon available for you to click if you wish to open that specific entry to review, delete, or edit. 

Global search tool in Rentec Direct

Using Your Computer Search Function

There's also a way to quickly search for anything on a specific page of the software using your computer search tool. 

On a PC, simultaneously press the CTRL and F keys on your keyboard.  Macintosh (Apple) users would use COMMAND and F

In all popular browsers, this will bring up a search bar at either the top or the lower portion of the screen.  Enter your search terms and hit Enter. This will search the page and highlight all the items that match your search term.

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