Accounting
Tax rate transparency and direct editing
Building records will display current tax rates with the ability to edit them directly. Authorized users can override tax rates without submitting data change requests, eliminating delays and giving you immediate control over your property tax settings.
"Property" field auto-populates on vendor invoices
The property field automatically populates with the work order's associated property when you create charge code breakdowns, eliminating manual data entry and reducing errors.
Note: To add charge code liens to vendor invoices, first create the invoice then view the invoice from the task details page.
Required vendor invoice files on forms
Every vendor invoice now requires a supporting PDF file attachment before saving, ensuring complete documentation for your financial records. This prevents incomplete invoices from entering your system and supports better auditing and payment verification processes.
The system validates that supporting files are attached before saving unless the invoice is marked as "No Invoice Required." This prevents incomplete records from entering your financial system.
