EOM preparation

With EOM is just around the corner, refer to the below to help prepare for a hassle-free EOM. 
We have released a new finance tab a few weeks ago and it should help you. To access the new Finance tab go to Dashboard > Finance

Undisbursed - This will give you a list of reservations (or tenancies) that have been receipted in full but remain undisbursed. Click into the reservation, then finance, scroll to the bottom and manually disburse. 

EOM cheat sheet:
  • Clear receipts and payments - go to bank statement and click refresh to get the latest transactions from your bank. Check if you can clear them all against your receipts/payments.
  • Disburse reservations and rent/tenancies - Click here to see if you have any undisbursed reservations. (use new finance tab on the dashboard)
  • Check owner monthly charges - Monthly charges (Foxtel fee etc) will automatically be applied on the last day of the month. You can see these charges previewed on the transaction tab. Make sure they are all correct before finalising EOM. Help article here.
  • Owner balance in negative - To remain compliant, accounts must not have a negative balance. Click here to check your payout page. If some accounts are negative, go into the account and convert the transactions to pending.
  • Three-way balance - make sure you have the green balanced tag.


As always you book an appointment with us to finalise your EOM together. Book a time with us here.

Document and file storage

You can now upload and store documents in Resly. You will now see a 'Files' tab in a reservation (to store copies of the signed registration card, ID etc). In a tenancy profile (to store a copy of the bond lodgement, tenancy agreements etc) and in an owners profile (to store their form 6, warranty receipts etc). 

Just click 'Add file', select the file from your computer, rename it and save. 


Scheduled maintenance

Resly Connect expects a short period of service interruption between 5am and 5.30am AEST on Tuesday 1st September while we perform some scheduled maintenance. Access to Resly PMS and Resly Direct will not be impacted. 

Rate Yearly View

Access it via Reservations > Rate Plans > Click on Yearly View

From here you can select multiple dates, update rates based on seasons etc. Some people find this format easier than our bulk update tool.


Daily Banking Improvements

- We have removed the daily banking restriction. You can now bank multiple times a day. 

- You can change the date you want to record the action. Backdate it to tomorrow for an example. If you backdate it to a day where you have already completed daily banking, it will update your reports. 

- You can see the card type transaction breakdown (Amex, Visa etc)


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