Versions Compared

Old Version 3

changes.mady.by.user Fiona Hardy

Saved on

compared with

New Version Current

changes.mady.by.user Fiona Hardy

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Info

This guide has been reviewed against our global client base and classed as relevant to all regions

When rejecting an invoice, a task can be automatically triggered - it can be configured to send to a particular person related to the property, e.g. the property manager

This option needs to be enabled

...

, click here to contact Reapit Support

After rejecting an invoice and entering the rejection reason:

  • A new task is generated

...

  • Image Added

  • The task is automatically completed with the main information entered, including the Send to field populated and the Associated Records (i.e. tenancy, property and landlord details) entered

    Make any additions/amendments as required

  • Click Send

Filter by label (Content by label)
showLabelsfalse
max5
spacescom.atlassian.confluence.content.render.xhtml.model.resource.identifiers.SpaceResourceIdentifier@a45
sortmodified
showSpacefalse

...

reversetrue
typepage
cqllabel = "suppliers" and type = "page" and space = "RW"
labelsclientaccounts_rnote_12_123 12_123 invoices
Excerpt
hiddentrue

Configuration option to ensure that when an invoice is rejected, a task is automatically triggered