Invoice Automate

Hi there, May I ask if we can have an improvement wherein the creditor notes in Property Tree will be reflected as a note against the creditor in Invoice Automate? Currently, the notes in IA are just for the notes added in IA directly, and it is on a per-property basis. It would be great if we could pull the note that was added in the creditor notes in Property Tree to show in IA. Thank you.

May we request for the PMs to have an option to check in Invoice Automate which invoice is being set up for the reminder? Thanks.

Requesting for IA to have a feature wherein there's a stamp for IA invoices as well.

Currently, users cannot access the IA via Safari. May we request for the users to access as well the IA on Safari please? Thanks.

May we request to have an option wherein the system will auto generate tenancy invoices if there are more than one tenant in the property? Currently there is only one tenancy invoice being generated by the system and PMs would have to manually click twice the 'create tenancy invoice' to generate more than one invoice. Thanks.

May we have an option for the PMs to process a tenancy invoice without entering the creditor invoice please? Thanks.

Hi there, May I ask if we can please have a setting where if an invoice is uploaded in Invoice Automate. There will be an option to toggle the option of different payment methods (BPAY or direct debit.) So that once it is synced with a trust accounting software no changes needed to be done once the invoice synced from Invoice Automate. Thank you.

Hi there, May I ask if we can please add an improvement under Invoice Automate. Wherein if there is a 1 PDF with multiple invoices. That by uploading that 1 PDF file it reads all of those invoices. (Residential properties) With the water rates, most properties are on a list. A manual process is being done in this scenario to use a splitting tool to make them separated and add to Invoice Automate. If there is an option to add that 1 PDF file with multiple invoices and once uploaded it will be separated and reading the amounts and dates will be a great help.

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.

At the moment recurring work orders do not show in the overdue tab like normal work orders do. To have this in place would it remove having to keep a separate spreadsheet to keep track. Thank you.