Invoice Automate

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.

Request for there to be a setting in the general settings which can be turned on by default the setting ' allocate held funds '

Can we have the notes under the ownership sync through so they are visible on any invoices for that owner?

Can we have the system read the date of issue on the invoice and have a merge field to capture to capture this for the invoice description?