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Rejecting an invoice automatically creates a task - configuration option

Rejecting an invoice automatically creates a task - configuration option

Owned by Fiona Hardy, created
Last updated: Mar 08, 2022
1 min read

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

     

  • 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

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