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RPOffice -Residential Property Management Day 2-Melbourne

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Level 11/460 Bourke Street

Melbourne, Vic 3000


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Event description



Mouse skills. A working knowledge of Microsoft Windows together with general Real Estate knowledge is necessary. Trust accounting principals are ESSENTIAL.

A Property Management Introduction course must be attended before sitting this course What to bring to your training session:

Refund Policy:

A full refund will be provided if written notice is received 72 hours prior to workshop.

Please email to cancel your registration. If no written notice has been received or it is less than the specified time frame the cost of the training session will not be refunded.


The RP Office Property Management Trust Account training course is recommended for the main administrative operator(s) who is/are responsible for trust accounting procedures.


This course aims to enhance participants’ productivity by providing the necessary skills to use the RP Office. It is designed to give participants the techniques and trust accounting concepts associated with efficient and effective operation. This course does not include Sales Trust Accounting. Please note Sales Trust Accounting is a separate course.


To ensure participants receive a planned and formal introduction to RP Office Trust Accounting principals. Upon completing this training course, participants will be able to:

Advanced Charges and Invoices: Day 2 AM

  • Adding Rental Adjustment Charges
  • Adding Deduction Charges
  • Adding Rent Free Period
  • Adding Security Deposit

Receipts and Banking

Understand the Receipts screen

  • Add a Banking
  • Add Business Transaction Receipts using the following payment methods:
  • Cash
  • Cheque (including multiple cheques)
  • Cash and Cheque (including multiple cheques)
  • Direct Deposit (using Agent Numbers)
  • Deductions (Reimbursements)
  • Regenerate Charges
  • Add charges from the Receipts screen
  • Print Banking details (Banking Summary and Deposit Slip)
  • View Banking details, Receipt and Ledger entries after posting
  • Post a Banking

Introduction to the Accounts screen and associated functions

Understand the Accounts screen from the Business

  • Using the Account Summary tab from the Business Screen
  • Understand the different types of Accounts including:
  • Residential/Commercial/Body Corporate Management Accounts
  • Creditor Accounts
  • Management Accounts
  • Understand the Account Hierarchy and moving through it

Introduction to the Accounts screen and associated functions Day 2 PM

Understand the Accounts screen in the RP Office Directory or Work Centre

  • Understand the Account screen and its associated functions including:
  • Sub-accounts
  • Assigning run numbers (statement groups)
  • Setting up a Partnership
  • Setting up Direct Entry details
  • Viewing Creditor details
  • Viewing Debtor details
  • Viewing Ledger details
  • Entering a Dishonour
  • Entering in Replacement Charge for Dishonour
  • Printing an Individual Ledger
  • Viewing Archives
  • Printing Archives
  • Add a Creditor Account and understand the Creditor Account screen
  • Adding an Invoice with Attachment
  • Adding Instalment Invoice with Attachment
  • Adding Invoice and on Charging a Tenant
  • Understanding Recurring Invoice

Paying Accounts/Reconciliation/End of Month

Account Maintenance including:

  • Understand how to Prepare Accounts and Transfer Funds
  • Understand how to Close Accounts including:
  • Statement/Remittance settings
  • Previewing Accounts
  • Paying Accounts by Run Number
  • Paying Creditor Accounts
  • Paying Residential Management Accounts
  • Excluding Accounts
  • Paying Direct Entry Accounts
  • Printing Account Statements/Remittances
  • Drawing Management Fees

Bank Reconciliation:

  • On Screen Balance
  • The importance of Backing Up
  • Understand the importance of balancing to the bank statement
  • Understand the importance of using page numbers
  • Understand how to present a deposit
  • Understand how to present a cheque
  • Understand how to present direct entry
  • Understand what unassigned is
  • Understand what to do if you don’t balance to the bank statement

End of Month including:

  • Understand the tick box for End of month progress
  • Understanding the 3 Steps to Rollover
  • Printing and Archiving End of Month Reports
  • Performing End of Month Rollover
  • Printing and Archiving After End of Month Reports
  • Printing Past End of Month Reports

Financial Year Requirements:

Printing Financial Reports

You will need to bring a notepad and pen & highlighter to your workshop.

Date and Time


Level 11/460 Bourke Street

Melbourne, Vic 3000


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