Introducing the ability to create custom reminder rules within the Invoice Automate system. You can now define and manage reminders to notify property managers about pending actions, such as invoices awaiting approval or invoices nearing their due date. This new feature streamlines communication, ensuring that tasks are addressed promptly through automated email reminders tailored to the needs of your organisation. The intuitive interface allows for easy rule creation based on creditor types, properties, and other criteria, keeping your team on track with minimal manual oversight.

Invoice Automate system now empowers users to create and manage custom reminder rules for invoices. These rules can trigger alerts based on conditions such as pending approvals, vacant property statuses, or invoices approaching due dates. Users have the flexibility to update or modify these rules dynamically. Reminder-triggered invoices will be clearly visible in the “Need your immediate attention” section and respective invoice baskets, ensuring timely actions. A comprehensive audit trail is available through the ‘View History’ section, providing full transparency for all triggered rule actions.

Elevate your invoice management with new automation and control features in Invoice Automate. You can now create, edit, and prioritise custom rules for efficient invoice approvals based on specific criteria like invoice amount and creditor. Set rules to automatically approve invoices or route them for property manager review, minimising manual intervention. With the added ability to toggle rules on or off your team gains real-time flexibility to keep workflows smooth and aligned with organisational needs. Explore the "Rules & Automations" settings to define and optimise your custom rules.

Invoice Automate now offers complete control over reminder and automation rules for an optimised invoicing workflow. With new features to edit, delete, and toggle reminder rules, you can ensure that only the most relevant notifications are active. Enhanced triggers dynamically manage reminders based on key factors such as pending approvals, property status, and due dates, keeping your team alerted to critical actions. The updated dashboard highlights overdue and pending invoices in real time, while the 'View History' section provides full visibility of actions. This release also introduces new icons and restrictions for automated workflows, ensuring a streamlined, secure process from start to finish.