✨ Enhance Your Financial Flexibility: New Edit and Delete Features for Creditor Reminders!
Exciting news for our valued customers! We're thrilled to introduce a new feature that's all about giving you more control and flexibility: the ability to edit and delete creditor reminders for invoices.
Now, when you set up a reminder for an invoice, not only will the system immediately display the created reminder for your review, but it will also ensure that the reminder is sent out to the Property Manager on the designated date. And for that extra layer of convenience, you have the freedom to tweak or completely remove any reminders you've set up.
Stay on top of your finances with ease and adapt to any changes with just a few clicks. We're here to make managing your reminders simpler and more efficient than ever!
✨ Navigate Invoice Challenges with Ease: Introducing Our Enhanced Filter Feature!
We're thrilled to introduce a brilliant new feature to help streamline your invoice management: our enhanced filter option in the invoice issues section!
Now, you can effortlessly sort through invoice issues with our "Filter issues by:" dropdown. Options include:
All
Failed to scan the invoice
Page count exceeded
BPAY Reference not attached to the property
Creditor EFT reference not attached to the property
Unknown invoice, please select the property address
Plus, we'll remember your last filter choice to make things even smoother. Dive into a more efficient way to handle your invoices today!
✨ Simplify Your Invoicing: Quick Tenant Selection for Effortless Tenancy Invoice Creation!
Exciting improvement alert! 🌟 When you're ready to whip up a new Tenancy Invoice, simply hit '+ Create Tenancy Invoice' and a dropdown list of Tenants linked to the property will appear. Just choose a Tenant, and you're on your way to creating the Tenancy invoice with all their details. It's as easy as pie – making your invoicing process smoother than ever!
✨ Revolutionise Creditor Communication: Customise Email Templates with Ease!
We're thrilled to announce a handy enhancement to Creditor Settings! 🌟 Now, tailoring reminder email templates for individual creditors or specific creditor types is as easy as. Simply activate the "Customise single creditor reminder email template" or "Customise creditor type reminder email template" toggle. Then, craft your perfect email template using predefined fields and save it. Here's how:
Navigate to the Invoice Automate System.
Head over to Creditor Settings.
Turn on the toggle to start automatically sending reminder emails to creditors.
For a specific creditor, enable "Customise single creditor reminder email template."
For creditor types, switch on "Customise creditor type reminder email template."
Select from predefined fields to create your template and hit save.
Customise your communication effortlessly and keep your creditors in the loop with just a few clicks!
✨ Streamlining Bulk Invoice Reviews: Ensuring Accuracy with Enhanced Address Requirements!
We're delighted to introduce an enhancement that's set to improve your experience in the Bulk Review section! 🌟 This update focuses on ensuring every invoice is properly addressed before completion. Here's the gist:
When you attempt to file invoices in bulk using the "File Only" button, and any of these invoices lack a property address, the system will now promptly display an error message. This message reads: "Incomplete Invoice Details - The system has processed invoices with property addresses, but those without property addresses were not completed. Please include a property address in the invoice details to proceed with the completion."
This means, during a bulk review, if you hit the "File Only" button for a mix of invoices — some with and some without property addresses — the system will smoothly process those with property addresses and halt those without.
This improvement ensures your invoicing process is more streamlined and error-free, helping you to manage your invoices more effectively.
✨ Enhanced Invoice Finalisation: 'File Only' Option Now Smarter with Mandatory Property Address!
We're excited to roll out an improvement that streamlines the process of completing invoices with the "File Only" option! 🌟 Now, if you try to finalise an invoice without a property address using the "File Only" option, you'll get an error message prompting you to add a property first. Once a property address is added, you can successfully complete the invoice. Here's a quick guide:
Head to the Invoice List.
Pick an invoice that lacks a property address.
Jump over to the Property Details section and pop in the relevant property address.
Click "More" and then select the "File Only" option.
This update ensures a smoother, error-free process, helping you manage invoices more efficiently!
✨Seamless Invoice Management: New Update Enhances Workflow for NZ Property Tree Users!
Exciting news for our New Zealand users! 🌟 We've just rolled out a fantastic update for Invoice Processing and Approval, tailored for those using Property Tree. Now, viewing your uploaded invoices is a breeze. Plus, once approved, they'll sync effortlessly with the Property Tree system, ensuring a smooth and seamless process. Get ready for a more streamlined workflow, designed to make your life easier!
