Smarter Week

How to automate it

How to automate “enter bills and invoices and reconcile accounts”

Here is the best way to spend less time on this, best first. Each comes with steps you can follow today.

60 min
typically, once a week
60%
of the time can be automated
Some setup
to set up

Fix 1 of 1

Software feature

Let the software read bills and invoices for you

Bill-scanning features read vendor invoices, code them to the right property and account, and queue them for approval. You check instead of typing.

Typically saves about 55% of the time1 h to set up
  1. 1Turn on bill or invoice scanning in your property software (AppFolio Smart Bill Entry, Yardi invoice processing, or similar).
  2. 2Have vendors email invoices to the dedicated address.
  3. 3Review and approve the coded bills.
  4. 4Pay electronically from the same screen.

Tools: AppFolio Smart Bill Entry · Yardi invoice processing · Buildium · Rent Manager

Who does this task

Roles in our library that list this as one of their common tasks. Each guide covers the rest of that role’s week.

Property manager

HourLeak · the 8-minute work audit

How many hours does this cost you?

The free 8-minute check works out where your week goes and gives you your top fixes. The team scan does the same for everyone and adds it up, so you know which leaks to fix first.

Take the free check Scan my team, $49

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Other common tasks for Property managers