How to upload outstanding invoices to Property Tree and PropertyMe via the Agency Portal

 

Available to all current clients with Property Tree and PropertyMe Integration and who have granted relevant permissions, this feature removes the need to manually process and review invoices. The system pushes outstanding invoices directly into the trust system.

Integrated clients can utilise the Agency Portal as a centralised place to review and approve outstanding invoices so they can be pushed through to disbursement.

Tip

Allocate a team member to set up a weekly task and take responsibility for uploading outstanding invoices to Property Tree or PropertyMe via the Agency Portal.

 

Enabling the invoice upload feature

The invoice upload feature won't be accessible until the invoicing permission is enabled on the Integration page.

  1. Set up Detector Inspector as a creditor in Property Tree or PropertyMe
  2. Contact your account manager and inform them that Detector Inspector has been added as a creditor and you'd like this feature to be enabled from our end
  3. Your account manager will then turn on invoicing permission on the Integration page and add the creditor (Detector Inspector) and description
  4. You can then access this functionality on the Property Tree or PropertyMe finance pages

Getting started

Visit the "Outstanding Invoice Summary" page where you can access all invoices that are yet to be paid. Use the below filters to toggle between different views. 

  • To be Uploaded (Default): all outstanding invoices that are yet to be uploaded to Property Tree or PropertyMe
  • Uploaded: invoices that have been uploaded to Property Tree or PropertyMe
  • Pending Integration: outstanding invoices for properties that are yet to be synced with Property Tree or PropertyMe via Integration

1.jpg



How to upload an individual or all outstanding invoices

To upload an individual invoice, click the respective mceclip0.png button located on the right-hand side of the table.  

3.jpg

To upload all un-uploaded outstanding invoices at once:

  1. Click the "To be Uploaded" filter located at the top
  2. Tick select all button
  3.  Click the "Upload" button located on the top right-hand side corner

5.jpg

 

Please note

The upload button is not available for properties that are yet to be synced with Property Tree or PropertyMe. However, you can download a PDF version of the invoice by clicking the download PDF button and manually adding the invoice to the Property Tree or PropertyMe portal directly. The upload feature will become available once synchronization is complete.

 

Was this article helpful?