Step 1

On the property's Task tab, click Add a task

Step 2

Select Bill as the task type and add in a Title and Description 

Step 3

Add the due date, tax category and amount. Select Agent in the "Who's Paying?" drop down and select the payee in the "To?" dropdown.

Note: You can change the payer and payee to tenants, owners and agency. If you would like the owner to pay the agency, just "Who's Paying" and select owner and "To?" and select agency.

Step 4

Add a payment reference - this will show up on the recipients bank transaction descriptor.

Step 5

When all the information is correct, click Save then click Schedule. The bill will now automatically pay on the due date.

The reimbursement will be processed from the agency's payment method directly to the user and will appear as a credit on their transaction list and property financials.

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