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 DescriptionÂ
Step 3
Add the due date, tax category and reimbursement amount. Select Agent in the Who's Paying drop down and select the owner or tenant in the To? drop down.
Step 5
When all the information is correct, click Save then click Send
Step 6
When you're ready to pay the bill, you can click pay from the task screen or from the transaction list. This will take you to an approval screen to finalise the payment.
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.