Simplify your invoicing process with the ability to designate property owners as payers for specific invoices. This intuitive update allows you to set the owner as a payer through a convenient checkbox, with an option to make it the default setting for future invoices. Add custom notes for personalised communication, which are seamlessly included in the email sent to the owner upon invoice approval. Every action is logged in the activity timeline for accurate tracking. Available exclusively for Property Tree-integrated users, this feature enhances flexibility and streamlines property management workflows.

Transform your invoicing workflow with the enhanced 'Owner as Payer' feature in Invoice Automate. Easily designate property owners as payers for specific invoices using a clear checkbox and track their responsibility with the new "Owner as Payer" tag, visible on individual invoices and in bulk reviews. Gain complete transparency with detailed activity logs, accessible under the "View History" section, documenting notifications sent to owners. Perfect for streamlining creditor-based financial management, this feature ensures clarity and efficiency in managing owner-related invoices.

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Experience streamlined invoice management with Invoice Automate's latest features designed to reduce manual tasks and improve accuracy.
Property Manager users can now create and customise reminder notifications tailored to your organisation’s needs, ensuring prompt attention to invoices approaching due dates or requiring approvals. Additionally, enhanced automation rules let you automate approvals based on set criteria such as invoice amount, creditor, and more, while new management tools provide the ability to reorder, activate, and deactivate rules with ease. These updates also bring a comprehensive “View History” for full transparency, alongside a focused dashboard section displaying urgent items.
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Learn more to see how these updates can optimise your invoice workflows and reduce manual intervention, keeping your team aligned and tasks on track.

Easily manage recurring payments with our new feature that automatically scans invoices containing instalments and populates the "Add Invoice Instalment" section. The system identifies instalments and provides clear visibility of details like due dates, amounts, and reminders. Stay organised with scheduled payments displayed directly in the invoice, simplifying financial management and ensuring you never miss an instalment.

Managing recurring invoices is now even easier with our latest updates to Invoice Automate. When the system identifies a matching original invoice for an instalment, it is seamlessly moved to the ‘Needs to be Approved’ section with a clear tag. If a matching invoice isn’t found 7 days prior to the instalment's due date, the system automatically shifts it to the ‘Overdue’ basket. This enhancement ensures you can address issues swiftly and avoid delayed payments, improving the efficiency of managing recurring invoices.

Add more detail and enhance your invoice descriptions with new merge fields for owner invoices! You can now include 'previous read,' 'current read,' and 'consumption amount' fields in owner invoices, just like for tenants. This feature ensures even greater precision and detail in your billing, helping you to maintain consistency and clarity across all your invoicing needs. Say goodbye to discrepancies and hello to streamlined accuracy!

Take tenancy invoice management to the next level! Now, when you add or update tenancy invoice descriptions within Invoice Automate, they will automatically sync and display directly in Palace’s On-Charge Tenancy section and Invoice data section. This feature ensures that all tenancy-related invoice details are managed efficiently and accurately, giving you a seamless and streamlined workflow for managing tenancy invoices. Stay organised and keep all your tenancy information in one place, effortlessly!

Keeping on top of instalment payments has never been easier! Our new invoice functionality now seamlessly tracks instalments across each quarter – July, October, January, and April – ensuring accurate financial management throughout the year. With this integration, you can now capture and review instalments in just a few clicks. Say goodbye to manual tracking and hello to stress free instalment management.
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We’re excited to announce that ListSure is now integrated into Invoice Automate.

ListSure provides your landlords with a better way to pay their regular and unexpected bills. With ListSure, property owners can access funds for their bills now and spread the repayments over 12 months.

To enable this integration for your agency, please contact us at sales@proptechlabs.com. Our team is here to help you set up ListSure for Payments, ensuring a seamless experience for you and your landlords.
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Click on the image below to discover more about this powerful integration.

Palace users in Invoice Automate can now enable a new setting that allows the approved date of an invoice to be automatically assigned as its due date. This adjustment simplifies invoice management by overriding any pre-existing due dates from the document, ensuring timely payments and mitigating late or interest fees. Easily activated in the "General Settings" section, this feature offers a more efficient process to keep your financial operations smooth and stress-free. Enjoy greater control and peace of mind with this streamlined update!

Enhance your invoice automation process with the new ability to edit the "Reminder will be received on" date when setting automated email reminders for creditors. Fine-tune reminder dates to suit your needs and preferences, ensuring better scheduling and smoother workflow management. This feature is accessible via any invoice basket (except recurring), allowing you to align reminders perfectly with your specific timeline. Set reminders effortlessly and enjoy enhanced control over your invoice management with this powerful update!

Introducing the "Redact Parts of PDF" feature, allowing users to automatically redact sensitive owner details from tenancy invoices. This function is managed through a new setting under 'Creditor Settings' named 'Enable redacted tenancy invoice'. Once enabled, IA users can define sample invoices by creditor to specify which sections require redaction, ensuring tenant privacy.

This feature:

This optional add-on feature costs $100 per month plus GST, activated through the Add-on screen. The system provides messages and tooltips to guide users through enabling, editing, and disabling this feature effectively.

Introducing a new system parameter to capture biller codes for accurate GST identification in insurance invoices. This enhancement allows the system to scan GST values during processes like invoice reviews, bulk handling, email, or direct uploads. Superadmins can define biller codes to ensure precise GST identification, streamlining the approval process for IA users. In cases where biller codes are undefined, existing calculations will apply. This feature greatly enhances efficiency and accuracy in managing GST for insurance invoices, ensuring seamless operations and compliance.

We've added a new feature to the "Invoices with Issues" section: now, when uploading an invoice, the system will display a date stamp indicating when the invoice was scanned. This enhancement provides users with clear visibility of the scan date for invoices that require attention, ensuring easy reference and efficient resolution of issues.

Introducing new functionality in the Palace system for handling water charging preferences:

This enhancement streamlines water charging processes, providing clear visibility and accurate billing for all parties involved.

Introducing our new Bounce Back email feature to streamline your invoice processing. This enhancement ensures prompt notification and return of any failed invoice submissions, along with clear guidelines for correction and resubmission. This setting has been made mandatory for users with the ‘Enable Emailing Inbox’ setting turned on to ensure nothing gets missed. This feature will further enhance efficiency and ensures error-free invoice management.

We've enhanced the Invoice Summary Report with a new "Created Date" column in the insights section, offering clear visibility into the upload dates of each invoice. When exporting this report as a ".csv" file, the "Created Date" column is included, facilitating easy tracking of invoice upload dates. Users can efficiently filter the "Created Date" column within the filter drawer for streamlined data analysis.

The "Created Date" column now appears under every filter type in the downloaded ".csv" file, including "Approved", "Deleted", "Filed", and "OnDashboard". This comprehensive view across various invoice statuses ensures more precise data handling and reporting capabilities.

We've enhanced Invoice Automate for Palace with automatic selection and population of tenant invoices using the Palace API. This update streamlines the billing process by integrating technical adjustments to the API, frontend modifications, and improvements to the invoice processor function. Enjoy seamless integration for efficient tenant billing.

We're excited to announce that our cutting-edge 360-degree inspections and virtual tour creation, powered by AI, will be launching soon. Available on iOS and Android devices. Get on our waiting list now to be among the first to transform your property management with this innovative feature!
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Our latest update empowers you to manage image file attachments received via email with ease. By enabling a simple setting, you can now display image attachments directly on the Invoice Automate dashboard. This means you can review, approve, or delete images right from the dashboard, just like you would with any other invoice format. This new feature streamlines your invoice processing, making it faster and more efficient than ever before. Upgrade your workflow and experience the difference today!

Property managers can now manually create invoices for properties marked as vacant due to tenant deactivation without encountering any errors. This improvement ensures seamless invoice processing and better support for tenancies with special status requirements. Say goodbye to hassle and enjoy a smoother, more efficient workflow!

Now, you can select property managers from the entire agency list when sending invoices for approval, ensuring your invoices always reach the right person. Plus, notes added to invoices will be visible in the 'invoices pending for property manager’s approval' section, providing clarity and full traceability. For added convenience, our new 'View Previous Notes' feature, marked with an eye icon, allows you to easily access all historical notes related to an invoice with a single click. This update is designed to simplify the approval process and enhance communication across your teams, making your workflow more efficient than ever.

✨ Simplify Invoice Management with New Allocate Held Funds Feature

Prepare to streamline your invoice processes! Our latest release empowers you to effortlessly allocate tenancy held funds during invoice creation. Bid farewell to manual adjustments and embrace a seamless, automated experience. Fiscal responsibility meets functionality with our ingenious "Allocate Held Funds" feature, bringing precision and convenience to your financial workflows.

Our invoice approval process just got a turbo boost! Say goodbye to manual tracking and hello to seamless operations with our new double feature. Now, you can link invoices directly to core PT maintenance jobs and Bricks + Agent work orders. Experience streamlined efficiency at your fingertips—try it now and lead the way in property management innovation!

Introducing our latest feature for transparent fee management during invoice processing! Tailor your invoice management with editable fee details, ensuring control and clarity. No more surprises—just seamless integration and a smarter workflow. Get ready for a clearer, more efficient billing system today!

Experience heightened efficiency with our enhanced invoice upload feature, now equipped to automatically detect and flag duplicate invoices within a single batch upload. Say goodbye to errors and delays, and hello to smoother processing.

Elevate your real estate management experience with our latest integration! Seamlessly sync water meter numbers and effortlessly monitor consumption. Say farewell to manual data entry and welcome automatic updates and insights. Simplify invoicing, minimise errors, and streamline your property operations with our enhanced water meter management update. Dive into efficiency and let our seamless PT synchronisation do the heavy lifting for you!

We're excited to unveil enhancements to our 'Water Invoices' model, now finely tuned to accurately identify and capture 'Water meter' numbers from scanned water and SA water invoices. Say goodbye to errors and streamline your invoicing process with greater precision than ever before.

We're pleased to announce an improvement in our invoice reminder system. Now, reminders are directed to the assigned Property Manager (PM) rather than the PM who approved the invoice. This ensures that crucial notifications reach the appropriate individual, preventing oversight and facilitating prompt follow-up on pending invoices.

Experience enhanced efficiency with our latest Invoice Automate feature tailored for property management users. Now, when an owner is GST-registered in the PT system, a distinct 'Owner Registered for GST' tag will prominently appear within the Owner Details and Bulk Review sections. This simplifies identification and calculation of the applicable GST amount for Tenancy Invoices. Moreover, the invoicing system seamlessly incorporates the Owner GST amount into the Tenancy Invoice, ensuring all GST-related calculations update automatically for a hassle-free experience. Managing GST for registered owners has never been smoother.

We've upgraded the Invoice Summary Report in the insights section to include the "Created Date" column when exporting to a CSV file. This enhancement offers users clearer visibility into the upload date for each invoice, enhancing tracking and organisation of invoice processing activities. What's more, the "Created Date" is now accessible under every filter type, like "Approved," "Deleted," "Filed," and "OnDashboard," enabling more precise and flexible data management within the report.

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!

Now, you can effortlessly sort through invoice issues with our "Filter issues by:" dropdown. Options include:

Plus, we'll remember your last filter choice to make things even smoother. Dive into a more efficient way to handle your invoices today!

This update ensures a smoother, error-free process, helping you manage invoices more efficiently!

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!