Invoice Automate

Currently B&A does not show overdue recurring work orders in the overdue section. Would any one else like this option to be added to B&A? I know I would as it would eliminate having a separate spreadsheet to track them!

May we request to have an option for the PMs to export summary of notes added to the properties please? Thanks.

When an invoice is set with that owner as a payer, then select the “Set default payer as owner moving forward”. It will apply this function as the owner is the default payer for all invoices going forward. That means all creditors at a property address. Would like to have as a setting in Invoice Automate, is for her to add a single creditor that will apply to the above function. For example in this property, the owner is getting Watercare, Veolio, and Smoke Alarm invoices. She would like to have a setting in Invoice Automate that she can choose it as Watercare so that it will be owner as the payer not for all invoices but just for Watercare invoices.

Improvement: If we can add a new setting in Invoice Automate, that only lead org of the agencies can access. They will have an option to choose via a drop-down of who the property managers will be, who will be restricted from accessing the organisation view in Invoice Automate. To ensure that users who are permitted to access all invoices in the organisation will be the only ones who can access it and not the other users.

May we request to add as well the PDF file of the invoice on the email that will receive by the PM once invoice has been sent for PM approval please. Thanks.

Requesting to have an option in Invoice Automate to put 2 different account codes (i.e. 1 invoice has water and council rates so it needs to be separated). Thanks.

Currently, the system remember the last property address that the user have added. Can we have an option for EFT type invoice for the system to not recognize the last property address added especially for bulk uploaded EFT invoices, please. Thanks.

We need the ability to create invoice instalments as you can now but then to be able to approve them all in on go as we like to have these all setup against the property so we can clearly see they have all been setup. The due date will still be as per the due date but they invoice would already have been approved rather than waiting for the system to generate months later

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.

In IA, the current implementation on sorting of the invoices' order is based on their due date. May we request to have an option as well wherein the invoices' order is based on created date? Thanks.