Summary
Learn how to configure Invoice Automate’s general settings to control inbox forwarding, owner notifications, invoice scanning, benchmarking, and Property Tree integrations.
This article covers:
About general settings
General settings centralise your agency‑wide behaviour for invoice intake, processing, notifications, page‑count rules, and partner integrations. Use this area to enable/disable features globally and set sensible defaults for your team and owners.
Tip: Make changes during a quiet period so you can test a few invoices end‑to‑end (forwarding > capture > approval > sync) before rolling out to all staff.
All the following settings are found in Invoice Automate’s General Settings
Go to: Settings > General Settings
Set up the email invoicing inbox
Use this to tell Invoice Automate which email addresses will forward PDF invoices into your account.
Toggle Email Invoicing Inbox to On
In the email(s) text box, enter every email address that will forward invoices (comma‑separated, no spaces)
Optionally, ask IT to add an auto‑forward rule from your agency’s (for example, accounts payable) mailbox to invoices@invoiceautomate.com
Click Save
Learn how to set up bounce‑back emails so your team is alerted when invoice submissions to the email invoicing inbox fail, and what to check if alerts don’t arrive.
Restrict reminders to property managers
Limit automated reminders so only assigned property managers receive them (useful in larger teams).
Toggle Restrict reminders to property managers to On
Click Save
Enable reviewing image attachments received via email
Route image‑only invoice emails to a nominated user for manual review before processing.
Toggle Enable reviewing image attachments received via Email to On
From the Select User dropdown, choose the reviewer
Click Save
Tip: Use this if some suppliers send photos or image‑heavy statements that need human review before OCR.
Omit vacated tenants from tenancy invoice charges
Prevent auto‑creation of tenancy invoices for vacated tenancies.
Toggle Omit Vacated Tenant from tenant invoice charges to On
Click Save
Number of pages for invoice scanning
Control the maximum number of pages IA will scan automatically before flagging a document.
Set Number of pages for invoice scanning (e.g., 3)
Click Save
Enable consumption benchmarking
Automatically flag unusual increases in recurring bills (e.g., water).
Toggle Enable the consumption benchmarking to On
Enter a % increase threshold (e.g., 10%)
Click Save
When a new bill for the same property + creditor exceeds the last bill by your threshold, Invoice Automate tags the bill to alert reviewers (useful for identifying leaks).
Notify owner when an invoice is received
Automatically inform owners when a property invoice arrives.
Toggle Notify owner to On
Click Save
Tip: Pair with daily summary emails (below) so owners get periodic reminders rather than many single notifications.
Notify the owner when the property is vacant (invoice received)
Warn owners when invoices arrive for a vacant property (possible funds shortfall).
Toggle Notify the owner when the property is vacant for invoices received to On
(Optional) Customise the message in the editor
Click Save
Enable the preset tenancy due date
Set the default “days to pay” for tenancy invoices created in Invoice Automate.
Toggle Enable the preset tenancy due date to On
Enter Number of days (e.g., 14)
This will be the due date for the tenancy invoice when it is synced back to the property management software.
Click Save
Enable the commercial water invoice upload
Create and apply invoice tags for commercial water workflows if you use MRI Property Tree.
Toggle Enable the commercial water invoice upload to On
In Invoice Tag(s), add tag(s) you want IA to send with invoices (comma‑separated)
Click Save
Enter the reason to override PM to take action on invoices
Allow users to approve invoices even when a PM is assigned and capture a reason.
Toggle Enter the reason to override PM to take action on invoices to On
Click Save
Tip: Use this when senior AP staff need to keep processing moving during PM leave or high‑volume periods.
Enable Invoice Approved Date to set as Invoice Due Date
Map the approval date in IA to the due date in your trust accounting software.
Toggle Enable Invoice Approved Date to set as Invoice Due Date to On
Click Save
Get water meter readings from Inspection Manager
Sync water meter readings captured in Inspection Manager back to your property management software via API integration.
Toggle Get water meter readings from Inspection Manager to On (if available in your tenant)
Click Save
Test on a property with a confirmed inspection
Send daily summary PM reminders email
Email a daily summary of upcoming invoice reminders to a designated address (PM‑facing).
Toggle Send daily summary PM reminders email to On
Enter the email address to receive the summary
Click Save
Enable summary reminder email list to accounting email
Send a daily summary of reminders to an accounts mailbox (separate from PM summary).
Toggle Enable summary reminder email list to accounting email to On
Enter the accounting email address
Click Save
Send water consumption details to PT
Push water consumption data back to MRI Property Tree for compliance/records.
Toggle Send water consumption details to PT to On
Click Save
Enable authority flag notification period
Show an alert when a managed property’s authority period (management authority) is nearing expiry.
Toggle Enable Authority Flag Notification Period to On
Enter the number of days before the end date to trigger the notification (e.g., 30)
Click Save
Enable invoices from water authorities (Sydney/SA Water)
Auto‑read and extract details from specific water authority emails forwarded via the inbox.
Toggle Enable Invoices from [Water Authority] to On
In Email Subject, paste the exact subject line used by the authority’s emails (e.g., Sydney Water daily eBill zip notifications)
If your authority requires an authentication code or portal activation, complete their onboarding steps first
Click Save
What’s next?
Learn how to forward invoices to Invoice Automate using Microsoft’s official guides for Outlook (new, classic, and web). You’ll also discover how to set up Gmail auto-forwarding and create targeted filters to send supplier invoices directly to your Invoice Automate inbox for processing.