These steps are carried out by the ResMan system administrator at the company that licenses the system — often an IT or systems lead, who may not use Revolution RE at all. Send them this page.
Revolution RE is an integration partner in ResMan. You request the integration through ResMan support, give us access to your GL accounts, and schedule a few reports.
Part 1 — Request the integration
- In the ResMan Knowledge Center, select Contact Customer Support.
- Create a case with the subject Integration Request and Vendor Partner [Revolution RE].
- Under Product affected, select Integration Changes Add/Remove so it reaches the right team.
- In the description, give the details of the integration and list the properties to include.
ResMan tells us when the integration is ready.
Part 2 — Give us access to your GL accounts
- Go to Admin → Integration Partners → GL Account Permissions.
- Select RevolutionRE from the drop-down.
- Under GL Account Ranges, select Add. Set start to
100000and end to799900. - Select Save.
Part 3 — Schedule a daily Twelve Month Profit and Loss
This gives us your full list of GL codes, including new ones as you add them, which keeps your account tree current all year.
Schedule the report
- In ResMan, go to Reporting and open Twelve Month Profit and Loss.
- Select all properties and tick By property to send one report per property.
- Hide GL account numbers of parent rows; left-align GL accounts; use separate columns for GL account and GL name.
- Set the format to XLSX, add it to a report batch, and schedule it daily to
[yourcompany].financials@inbox.revolutionre.com.
In a daily report batch to [yourcompany]@inbox.revolutionre.com, also schedule a Balance Sheet, Rent Roll and Box Score per property. We use the rent roll and box score to validate your data against what your managers use day to day.
Part 4 — Budgets
Send at least one Twelve Month Profit and Loss – Budget per property for the current fiscal year; some companies add one or two prior years. Use the same settings as Part 3, with Budget selected. If your budgets get revised during the year, schedule this daily too, so updates reach us.
The inbox addresses below use [yourcompany] as a placeholder. Your setup email from Revolution RE gives your exact addresses.
Email support@revolutionre.com to say the setup is complete. The team will confirm when data is flowing and flag anything that needs fixing.