Searching within Rentec Direct

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. 

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

Property, Tenant, Banking, and Owner 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 PropertiesTenants, Banking, or Owners
  2. Click the dropdown next to the filter to select the subject of the search
  3. Start entering more specific details of what you're searching for. As you type in the filter, 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.

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 PropertiesTenants, Banking, or Owners
  2. Click the Balance to enter the ledger. 
  3. Begin typing in the Filter 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. 

NoteYou 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. 

Ledger date selection options

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 can 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. 

Example | Transaction Search

In this example, we are looking for a -50.00 discrepancy on a tenant ledger. It appears someone inadvertently entered the date of the late fee as 03/05/2108 instead of 2018. Once the transaction is found, the edit icon on the right allows you to edit as needed.  

Example | Word Search

In this example, we are looking for a payment made for photography. If you can't remember which property or bank ledger, the global search is a quick way to search the software. 

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 either at the top or 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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