Invoice Automate

Requesting to have an option for the users to edit the details for instalment invoices as the details of first instalment that has been approved are the details that will populate for the corresponding invoices, and there are instances that users miss some details if volume of invoices are being processed.

Can we please create an improvement where the Lead Organisation Admin can set an approval limit for each user? For example, if a user has an approval limit of $9,000, they can approve invoices up to and including $9,000. If an invoice exceeds their limit, the system should prevent them from approving it and display a message advising them to contact the Lead PM/User for approval. The approval limit should remain assigned to the user for as long as they are employed within the agency.

Can we please create an improvement to restrict users from accessing invoices through the Organisation View and other dashboards belonging to other Property Managers, and only show the dashboard and invoices relevant to the currently logged-in user? Additionally, can we add an approval filter for invoices sent for approval, along with an option to select a specific user as the approver? This would allow invoices to be sent to a user who is responsible for approval rather than being limited to the assigned PM, making it easier to track invoices that are pending approval and avoid losing visibility of them.

May we request to have an option in Insights to generate a report of invoices that have been entered via email to easily determine which invoices sent via email did not load in Invoice Automate. Thanks.

It would be great if we could put notes against invoices in Invoice Automate when we are waiting to hear back regarding further information before we process it. We have a dedicated accounts team where they both cross over in this task and it can be difficult to keep track on who has already looked at an invoice but is just waiting on info before processing.

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)

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.