Navigation Tips

You can quickly access information in your Rentec Direct software using the user-friendly navigation tools provided on each screen.

New to Rentec Direct? Schedule some time with your Account Setup Assistant for personalized tips on getting started quickly.

Welcome to Navigation and Search tips for Rentec Direct software. This article includes:

• Navigation and Search Tips | Video
• Accessing Menus
• Navigating the Menu
• Accessing Financial Ledgers and Transactions
• Built in Navigation Tip Tools

Navigation and Search Tips | Video

Navigation and Search Tips | Rentec Direct Training Series from Rentec Direct on Vimeo.

Accessing Menus

The primary menu in your Rentec Direct software is on the left side as illustrated below. It can be seen from any screen and allows quick access to any menu option.

• To hide the menu and expand your view, click on the three bars next to the Global Search Tool. Click on the three bars again to reveal the main menu.

Navigating the Menu

While viewing the main menu, click on your selection to display a sub menu below the main subject. To help familiarize you with navigating menu options, these steps illustrate accessing the menu and sub menu options available for managing Tenants.

In your Rentec Direct account:

1. Click on Tenants - to reveal the following list of tenants and tenant-related options
   1. Tenant List
   2. Leads List
   3. Mailing Wizard
   4. Signature Requests
   5. Tenant Archives
2. Click on the tenant-related option you would like to access, ie, if you would like to edit a tenant, click on Tenant List
3. Use the Filter and Filter dropdown menu to narrow down the list you're viewing to a specific subject or person
4. Easily manage changes to a specific tenant (property, bank, or owner) through their dedicated menu, accessible via one of the following three options:
   1. Right-click next to the subject or
   2. Click on the three dots on the same row
   3. Click on the three dots on the subjects card (to the right)

Accessing Financial Ledgers and Transactions

It's easy to navigate to financial ledgers from most pages and reports in Rentec Direct software, allowing you to view and make necessary changes quickly. Use your page back (or alt +<) to return to the previous screen.

Hovering your mouse over data will display which clickable access options are available, including accessing ledgers. Here are a few examples:

• Global Search Tool at the top of each screen allows you to search your entire account. This is particularly helpful if you know the exact dollar amount. (This can also be used in searches for names, addresses etc.).
  • Enter the transaction amount and indicate which pages you want to include for the search.
• Lists - While viewing any list (Properties, Tenants, Banking, and Owners (PM accounts only)
  • Click on the Balance
  • Select View Ledger from the menu using one of these three options
    • Right-click next to the subject
    • Click on the three dots on the far right of the row
    • Click on the three dots on the Card
  • Hover over a name to view a clickable link to their ledger
• Reports
  • Most values in the reports are clickable links that lead to specific transactions or ledgers. You can hover over the data for additional options or click directly on a transaction to view more details.
  • Check out more Reports and Reporting Features in Rentec Direct - Pro Tips

Built in Navigation Tips

Rentec Direct development team is always working on new ways to help make landlord and property managers job easier and quicker. As your checking out the various Navigation Tips, you may come across other helpful updates that may not have been mentioned in the Rentec Direct blog or System Updates displayed on your Summary page.