Related Articles
Proposed Invoices - Querying Invoices Submitted via Proptimo Contractor
This article is part of the Proposed Invoices section. Find all related articles here: Proposed Invoices If an invoice was submitted via Proptimo Contractor (formerly Blockworx), you can query it with the contractor if it is not correct. To do this: ...
Release Webinar Session Recordings
We began to record webinar sessions from the 2.56 Release onwards. You'll find links to the actual sessions which were recorded below. The Release Notes are split into different sections for Core, Finance, Jobs and Property Management features and ...
The Hold File - From Initial Review to Ready for Processing
This article is part of the Hold File section. Find all related articles here: Hold File The Hold File is like a temporary holding area for all the purchase ledger invoices you've posted. These records won’t appear as charges on client accounts until ...
Property Portal - Assistimo (AI Chatbot)
This article is part of the Property Portal section. Find all related articles here: Property Portal This feature is currently in Beta testing. Assistimo is available as part of the Proptimo Advance package. See our website for more information. ...
Proposed Invoices - Accepting, Amending or Deleting a Proposed Invoice
This article is part of the Proposed Invoices section. Find all related articles here: Proposed Invoices When you post contractor invoices from the In-Tray or Blockworx, they will appear in the Proposed Invoices tab for you to review and accept ...