PTL Feature Requests
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Invoice Automate
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Invoice Automate

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Invoice automate - B+A link to allocate invoice to a B+A work order
Can we have the ability to link trades invoices to the work orders that are created in Bricks + Agent?
2
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complete

Instalments/Recurring Invoices to be visible in the property
When a property is searched on the global search, all the instalment invoices related to the particular property should be listed under the recurring section of the property
1
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complete

Creditor invoices can be linked to work orders (core PT maintenance jobs)
Can we have the ability to link trades invoices to the work orders that are created in Property Tree?
2
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complete

Duplicate Invoice - Enhancement
Can we have an improvement where if we upload two invoices that are identical at the same time that they are mentioned as a duplicate?
2
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complete

Pass water meter readings to PT
PT now has a Custom Meters and ability to record consumption. And we have this data sent from invoices from invoice automate into this section.
2
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complete

IA inbox not processed - send back to client enhancement
When an invoice is forwarded to the invoice automate inbox and it can't be processed. Can we have this sent back to us so we can enter this in
1
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complete

PM send for approval reply and send back function
Can we have the ability for a pm to reply and send back an invoice with a note if it was sent to them using the send for PM approval function?
1
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complete

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