The Settings Tab

As you get started in the software, before adding bank accounts, properties, or tenants to the program, it's a good idea to review all default settings. 

The Settings tab is how you are going to personalize your experience in the program to set up and optimize the features for your business needs. 

The training video is located at the bottom of this article or can be found on the Rentec Direct YouTube channel here: Account Settings - Customize Your Software

First Things First for Getting Started

When getting started, the most critical Settings to review in detail are the Accounting & Program Defaults. They are the first two options when you visit the Settings tab. 

Tip: Throughout the program, you will find blue question mark (?) help icons. Hover your mouse over the icon provides more detail about that function, setting, or tool. 

Accounting Defaults

The Accounting Defaults page allows you to edit items such as how the system displays negative dollar amounts, your universal late fees, accounting categories, and much more.  
System Advice: Set your Accounting Default options first before adding properties, tenants, etc. as your choices here impact the flow of information when using the software.

Detailed Accounting Default information can be found here: Accounting Defaults


Program Defaults

The Program Defaults page allows you to customize general and advanced system options. The software becomes very personalized to meet your needs based on your preferences and objectives. 

Important Note: Remember to also review the Advanced Program settings by clicking the edit advanced settings link. 

Detailed instructions for Accounting and Program Defaults, as well as other Settings can be found in the Rentec Direct Knowledge Base category here: Settings

The Account Settings training video can be watched below or can be watched directly from the Rentec Direct YouTube channel here: Account Settings - Customize Your Software

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