I’m having trouble logging in to Rex PM
- Use a supported browser
Rex PM works best in Google Chrome. If you are using a different browser, switch to Chrome and try logging in again. - Try Incognito mode
If Chrome isn't working, open a new Incognito window (Ctrl+Shift+N on Windows, Cmd+Shift+N on Mac) and try logging in from there. This rules out any browser extensions or cached data that may be causing the issue. - Check your password
Rex PM uses the same login credentials as your Rex CRM account. Make sure you are using the same username and password you use to access the CRM. - Still not working?
If you have tried all of the above and are still unable to log in, please contact the Rex support team who will be happy to help.
How to Generate Agency/Management Fees
Setting up your agency fees in Rex PM before creating your letting agreements can save significant admin time, as your fee templates can be quickly applied rather than entered manually each time.
Step 1: Set up your fee templates
Before adding fees to a letting agreement, users should first create their fee templates in the system settings.
- Go to Settings from your dashboard
- Navigate to General > Fees and Service Packages
- Add a template with the agency fees your business offers
Step 2: Apply fees to a letting agreement
Once your templates are set up, they can be applied when creating or managing a letting agreement.
- Open the relevant letting agreement
- Navigate to the letting fee section
- Select your chosen fee template from the available options, or enter a custom fee if required
How to Process a Refund to a Tenant
Refunding a tenant in Rex PM is a different process to returning monies to a landlord and should not be confused with the landlord payment process.
There are several ways a tenant refund can be processed in Rex PM, depending on the circumstances. Please refer to the relevant help articles below for step-by-step guidance:
- [Credit Note]
- [Reimbursement Invoice]
If you are unsure which method applies to your situation, please contact the Rex support team who will be happy to advise.
Why Does My Invoice Show "Discounted By"?
If you notice a "Discounted By" amount on a generated invoice, this is not an error.
This occurs when a previous overpayment has been receipted and is being applied as a credit against your current invoice.
The discount reflects that credit being offset, reducing the amount due accordingly.