Updates to pending invoices screen (12.148)

Owned by Fiona Hardy, created
Last updated: May 10, 2022
2 min read

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

The pending invoices screen has had the following updates in AgencyCloud 12.148:

Changes outlined on this page relate to the Pending Invoices screen
Accessed via Lettings/Rentals on main menu, Supplier Invoices section - click either Pending Authorisation or Authorised and Awaiting Posting options to view the Pending Invoices screen

Previous Property Manager column now titled Key Contact

The column previously titled Property Manager has been changed to Key Contact:

  • This change is to the title of the column to make it more accurate

  • The column has always displayed the name of the property Key Contact
    (as set in the Relationships panel of the property screen)

Property Manager & Property Accountant columns (where configured)

When your system is configured to allow a Property Manager and/or Administrator to be added to a lettings property, two extra columns will be added to the pending invoices screen:

  • The Property Manager & Property Accountant columns show the names of the people set as the Property Manager and Property Administrator on the lettings property record

This only applies to systems that are configured to allow the addition of a Property Manager and/or Administrator to a lettings property

To enable this configuration option, click here to contact Reapit Support

Use grid functions to sort, group or filter

Grid functions can be used to sort, group or filter the pending invoices screen by Property Manager or Property Accountant (i.e. Administrator):

  • To sort the list, click the column heading

  • To group or filter by Property Manager/Accountant, click to the right of the column heading

  • Select Group by… to group the list OR select individual name(s) to filter the list

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