Rejecting an invoice automatically creates a task - configuration option

Rejecting an invoice automatically creates a task - configuration option

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

Configurable option for Enterprise customers
To request this option to be enabled on your system, click here to contact Reapit Support

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

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 entered

  • Make any additions/amendments as required, and click Send

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