Program Default Settings | Preferences

Setting up defaults in your Rentec Direct property management software will be the key to staying on top of tasks. Establishing default preferences regarding how and when information is presented is a simple one-time process and, most likely, your biggest time saver. 

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How to Establish Your Program Defaults

Establish your default settings before adding any of the other categories and your preferences will automatically be applied. The following steps will walk you through accessing and customizing your Program Defaults.

In your Rentec Direct account: 

1. Click on Settings
2. Under Program, click on Program Defaults
3. Indicate your preference that will affect these seven different aspects of your Rentec Direct account:
   1. Summary Page Display Options
   2. General Preferences
   3. Portal Settings for Tenants and Owners
4. Click on Edit Advanced Settings
   1. Reporting Preferences (Formatting preferences of financial reports) 
   2. Payment Options
   3. Advanced General Preferences

How Program Defaults Influence Activity

The default settings will establish important parameters. Here are a few samples of how the default options affect day-to-day activities and some of the options:

1. Summary Display Options will affect how information will be displayed on your Summary page
   1. Default property filter
      1. Allows you to select which property/properties are used to calculate the occupancy rate and Net Income displayed on the Summary page
   2. How many days in advance you want to be alerted of a lease expiration
   3. How many days in advance you want to be alerted that insurance is expiring
2. General Preferences affect day-to-day uses in your Rentec Direct account. The following are a few of the options:   
   1. How you would like your Properties sorted
   2. If you would like the Live Expert Help link displayed allowing you to access frequently asked questions and chat with our success team.
   3. Email and notification preferences 
      1. Automatically email work orders to maintenance managers
      2. Automatically notify owners of disbursements
      3. When to send automatic reminders 
   4. Report formatting
   5. If you would like to use lead tracking
3. Portal Settings
   1. Permissions for Tenant portal options such as
      1. Submitting work orders
      2. Purchasing renters insurance
      3. Activating credit reporting
      4. How many days in advance you would like their balance due messaging
   2. Permissions for Owner portal options for PM clients
      1. Viewing work orders
      2. Viewing reports
      3. Show tenants' names

Under Advanced Settings

1. Reporting Preferences
   1. Information to be displayed on accounting reports ( Memo, category, check #)
   2. Information to be displayed on Tenant reports
   3. Vendor report preferences
   4. Which email address you would like to show on emailed reports
2. Payment Options
   1. If you'd like overdue messages on Invoices and Statements
   2. Receipt format
   3. If Owner disbursements are to be made to each subunit or the primary unit
   4. How often rent is charged (this can be changed on an individual basis)
   5. When a tenant ach transaction is returned, if you want to change the amount to $0
3. Advanced General Preferences
   1. If you prefer "this is a copy" on messages copied to Owners
   2. How many results to display on a Property or Tenant list
   3. If you would like to save your search subject, so if you leave the screen, you don't have to search for the information again
   4. If you prefer the Tenant's social image photo to show up in their profile
   5. Show the Setup Help on the Summary page. This is most helpful for new clients.
   6. Suppress login security messages by email. This will notify you when new logins are identified to your account.
   7. If you prefer the property name to be displayed in the ledgers
   8. Each renter has an account number that you can choose to display in breadcrumbs when editing tenant. 
   9. Enter a custom message to show tenants on the tenant portal
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