Invoice Automate

May we request under the Tenancy Invoice section in Invoice Automate to show as well the tenant's start date beside the tenant's name please? Sample: Cam Tenant (Start Date: 10/11/2025)

Hi there, as an example, "INV-1234". This is the reference number in an invoice and uploaded to Invoice Automate. Currently, after it has been uploaded, Invoice Automate takes the numbers, which are 1234 in this example. But it doesn't get the "INV-" May I ask if we can add to the workflow that for reference number it should capture the letters as well? Thank you.

May we request for the tenant's lease start date to appear above the tenancy invoice section so users will n o longer need to scroll up each time to confirm whether a pro-rata charge applies. Thanks.

Hi there, There is an improvement request that would like to be checked for possible improvement to the software. This is when an invoice was added to Bricks + Agent - once it is approved the invoice will sync to Property Tree. The same invoice was added to Invoice Automate. They would like for these 2 software to talk to each other. To flag the same invoice as a duplicate on Invoice Automate. Which is like flagging it that the invoice was approved in Bricks + Agent and the invoice synced to Property Tree. This way, they will identify that the invoice added in Invoice Automate is already paid via Bricks + Agent as it was approved there and synced to Property Tree. Thank you.

May we request to have an option for the PMs to customise the emails being sent out to the owners once 'notify owner that the bill is received' is ticked. Thanks.

May we request to have an option wherein users under User Management can be assigned as well to the invoice in IA as there are some users that are not related to the property but need to process the invoice.

Hi there, May I suggest an enhancement It would be very helpful to have a process where EFT invoices capture the correct property address and other details on the first upload. This improvement would make it possible to perform bulk or batch uploads, and once all details are captured correctly, the invoices could then be bulk reviewed and approved. Thank you

May I ask if we could please consider this for a potential improvement/enhancement? For example, in an instalment-type invoice there may be 1st, 2nd, 3rd, and 4th instalment dates and amounts. On today’s date (11/09/2025), the system reads the 1st instalment with an amount of $300. However, the same invoice also shows an overdue amount of $200. This enhancement will prevent overdue balances from being overlooked and not paid. As the overdue amount is not paid, interest may accrue. To address this, we would like to request that for all council/instalment-type invoices, a setting be created that can be enabled to add the overdue amount to the current instalment amount Another option is to have a workflow: Flag the case in the invoices with the issues tab so it can be reviewed/entered manually.

May we request to have an option wherein the preset tenancy due date will be applied from the date the PM clicked to process a tenancy invoice please? Thanks.

The Posted Date in Advanced Search can be set up to a default month so that the PM no need to having to change the date to further back as some jobs are long standing.