Below are the key items in the Invoice Automate Dashboard:

Upload your invoices one by one or as a batch. 📑 Uploading Invoice Documents

Quickly search for invoices by their property address. 📑 Search Bar & Organisation View

Uploaded invoices are divided into categories for ease of access. 📑 Invoice Categories

Customise Invoice Automate to suit your agency. 📑 General Settings

Deleted invoices are sent to the recycling bin and are retained for 90 days until it is permanently deleted. You can restore the invoice anytime before it gets permanently deleted.

Your dashboard will automatically refresh at regular intervals or after every 5 invoices uploaded and processed by the platform. These invoices will be visible on the dashboard so you can start to review them.

You can select a team member and view the invoices belonging to a property under the selected team member.

If the organisation view is selected, invoices under all properties in your organisation are displayed.

You can also filter by only invoices uploaded by a specific user as well.

Quickly get notified about the activities that have occurred on your account.