You can now view the total expenditure for each property directly from the new “Expenditure” tab in Invoice Automate. This enhancement provides a clear breakdown of costs by category and allows filtering by date, property, and owner, making financial tracking easier than ever.
Previously, property managers couldn’t easily see the full scope of expenditures per property in one place. This made it difficult to forecast budgets or identify high-cost areas. With the new Expenditure tab, managers gain a consolidated view of all completed invoice data across key categories like water, strata, EFT, and others, providing a strong foundation for informed decisions.
Key Functionalities:
New "Expenditure" tab in Insights
View total and category-wise spend per property
Filter by:
Property address
Owner name
Time period (Last 1, 2, or 3 months, Calendar Year, or Custom Range)
Export data to CSV or Excel
Zero values displayed where no data exists
Step-by-Step Guide:
Access the Expenditure Tab:
Log into Invoice Automate and go to Insights > Expenditure
Review Spend Breakdown:
View each property’s total spend, with breakdowns for:
Water
Strata
EFT
Others
Total = Water + Strata + EFT + Others
Filter Your View:
Use filters to refine by:
Property name
Owner name
Time period (Last Month, 2/3 Months, Calendar Year, or custom date up to 10 years)
Export Reports:
Click the export option to download data in CSV or Excel format
Use the data offline or share it with stakeholders
FAQs & Troubleshooting:
Q: Why are some amounts showing as “0”?
A: This means no completed invoices exist for that property and category in the selected period.
Q: Can I include future invoices?
A: No. Only completed invoices are included in expenditure reporting.
Q: Can owners access this report?
A: Not yet. This feature is currently intended for property managers only.
Q: What if my export doesn’t match the UI?
A: Ensure the time period and filters match before exporting. A follow-up fix for certain export issues is in progress.