Summary
Learn how to review and approve an EFT invoice when Invoice Automate can’t automatically match the creditor reference to a property.
This article covers:
About EFT invoices in Invoice Automate
EFT invoices often don’t include a consistent reference that Invoice Automate can use to automatically match the creditor + property (unlike BPAY-style references). When that match is missing, the invoice appears in Invoices with issues with a red issue tag, such as Creditor EFT reference is not attached to the property.
Once you manually enter the correct details and approve the invoice, Invoice Automate can use that information to help prefill and categorise future invoices from the same creditor for the same property.
Note: In the EFT invoice screen, the issue list appears on the left, the invoice preview is in the middle, and the editable invoice details are on the right.
Locate and enter missing invoice details
This section explains how invoices typically arrive in Invoice Automate and where to find them when manual intervention is required.
Upload the invoice using your usual method (for example, email forwarding to your Invoice Automate inbox or manual upload)
Open Invoice Automate > From the Dashboard, open Invoices with issues. You’ll see one or more invoices listed with an issue tag
Select the invoice that shows the issue tag Creditor EFT reference is not attached to the property
When an EFT invoice can’t be matched, you must manually enter the required details in the right‑hand details panel (not the invoice preview).
In the right panel, complete Property Details first (for example, select/enter the correct property)
Confirm the Description (edit if needed so it reflects the invoice/service)
Review Owner Details (these typically prefill once the property is selected)
Review any owner communication options shown under Owner details (for example, notification/include‑invoice style checkboxes if available in your workflow)
Complete Creditor details (ensure the creditor is correct for this invoice)
Complete Payment details (for example, due date and amounts) so the invoice can be processed correctly
Note: The interface is designed so that property selection drives downstream prefills (such as owner details). This is why adopting a "property first" approach is the fastest and least error-prone method.
Approve the invoice
Once all required fields are entered and reviewed, approve the invoice to move it forward in your workflow.
Review the invoice preview and the details you entered
Select one of the available actions at the bottom of the screen:
Approve - Approves the invoice and returns you to the dashboard
Approve & Next - Approves the current invoice and opens the next invoice in the queue
Process - Appears as an available action in the UI (use depends on your agency workflow/configuration)
Send for PM Approval - May appear but be disabled/greyed out depending on your workflow and permissions
Tip: If an EFT invoice is recurring (same creditor, same property), doing the manual entry once should reduce future manual work because the property/creditor association can prefill next time.
If you encounter an issue with invoice approval, please use the Report An Issue button.