Summary
Learn how to activate MRI Invoice Automate in Property Tree.
This article covers:
About Invoice Automate in Property Tree
Invoice Automate is MRI’s AI‑powered workflow embedded in Property Tree that streamlines invoice processing from upload to approval and payment. While reducing manual entry and supporting bulk actions. It’s fully integrated with Property Tree and uses a simple three‑step workflow.
Note: Invoice Automate appears under Invoicing inside Property Tree and offers a guided setup wizard the first time you activate it.
Before you start (prerequisites)
Make sure core Property Tree data is configured to sync smoothly with Invoice Automate:
Set a Default Account code for each Creditor
In the Creditor Profile > Financials tab, ensure Default Account is selected and saved. This is required so invoices created by Invoice Automate post correctly in Property Tree
Optionally audit creditors without defaults
Use Business Insights - Creditors to identify any creditors that don’t have a default account set, and update them before activating
Activate from Accounting
Use this if your team is already in the Invoicing area of Property Tree.
This path exposes a Get Started Today button that takes you straight to activation.
In Property Tree:
Go to: Accounting > Under Invoicing > Select MRI Invoice Automate
Select Get Started Today to open the activation screen
Review the Setup steps and Terms & Conditions. Tick the checkbox to accept
Click Activate to proceed
Activate from Configuration
Use this if you’re configuring integrations centrally.
This path is helpful for administrators who manage features under Configuration.
In Property Tree:
Go to: Configuration > Under Company Tasks > Select Optional Features
Under Subscription Features > Select Activate (right of MRI Invoice Automate)
Read the Setup process and Terms & Conditions; tick to accept
Click Activate to proceed
Complete the Invoice Automate setup wizard
After activation, Property Tree opens the Invoice Automate wizard so you can finalise the configuration.
Watch the overview video, then click Next
Step 1 - Settings - Turn on the Invoice Automate settings you want to use
Select Next
Step 2 - Invoice descriptions - For each creditor type, Select the edit pencil and define default invoice descriptions (used when creating invoices)
Select Next
Step 3 - Plan - Choose the plan that suits your agency
Select Next
Step 4 - Payment - Enter payment information, accept the Terms & Conditions
Select Finish
Tip: You can access training and help content from within Invoice Automate (the blue help icon) at any time after activation.
After activation: what to expect
End‑to‑end in Property Tree - Invoice Automate is fully integrated with Property Tree; you’ll process invoices inside the platform using AI‑assisted features (bulk upload, duplicate comparison, quick approvals)
Duplicate detection scope - Duplicates are recognised when they were created within Invoice Automate. Invoices created directly in Property Tree (e.g., Create Creditor Invoice or Invoice Genius) won’t be detected by Invoice Automate’s duplicate processing. For best results, process all invoices via Invoice Automate
Deactivate MRI Invoice Automate
To deactivate MRI Invoice Automate:
In Property Tree:
Go to: Configuration > Under Company Tasks > Select Optional Features
Under Subscription Features > Select Deactivate (right of MRI Invoice Automate)
Note: Before deactivating Invoice Automate, ensure all invoices in Invoice Automate queues are completed; after deactivation, queued items are no longer accessible (processed invoices will still post to Property Tree).