September 28th, 2022
A peek into September at PropertyMe
PropertyMe
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In this month’s release, we are thrilled to introduce several enhancements across MePay, Bills, Invoices, sensitive change alerts and activity logs. Here’s a summary of the latest additions:
- Tenants using or setting up MePay will be required to verify their bank account details.
- You can filter Paid Invoices by selecting from predefined paid date timeframes or search using the custom date range fields.
- You will be notified with a sensitive alert if changes occur to the portfolio supplier (SUP00001) payment method.
- You can track changes to your subscription details and SMS top-up information, as well as any changes to your contact payment method in the activity logs.
Tenants required to verify bank account details
As part of increased security measures, tenants using or setting up MePay will now be automatically prompted to verify their bank account details via PropertyMe Tenant mobile app or PropertyMe Client Access.
Tenants who have already activated MePay will have 30 days from 20 September 2023 to verify their bank account details in order to continue using MePay to make payments. They can verify their bank account by using the DEFT reference of a previous MePay transaction or by initiating a new MePay payment.
Tenants who are setting up MePay for the first time will be required to verify that they are authorised to set up payments from the bank account entered.
Tenants can verify their bank account by using the DEFT reference of the $1.00 MePay payment.
Click here to find out more about the verification process for new tenants.
Click here to learn about the verification process for existing tenants. No action is required by agents, PropertyMe will be communicating with current MePay users.
You can share the following Consumer Knowledge Base articles with your tenants should any queries arise. Tenants will be required to update to the latest Tenant Mobile App (v1.7.3) to continue using the app.
PropertyMe Tenant mobile app
PropertyMe Client Access
Filter Paid Bills and Invoices by paid date range
Last month we introduced the ability to filter paid bills using paid date range. Based on the feedback from our customers, we have introduced the Paid Date column to the Paid Bills tab in the Owner folio page.
By default, you can view recently paid bills within the last 90 days in the Accounts > Paid Bills tab and last 12 months of paid bills in the Owner folio > Paid Bills tab.
Additionally, we have extended this feature to the Paid Invoices tab in Accounts > Invoices and Tenant folio pages. It’s now easier to view when an invoice was paid, by referring to the newly introduced Paid Date column.
You now have the ability to filter Paid Invoices using the Paid Date filter. You can choose from predefined timeframes such as Today, Last 7 days, Last 14 days, Last 30 days, Last 60 days and more. By default, you can view recently paid invoices within the last 90 days in the Accounts > Paid Invoices tab and last 12 months of paid invoices in the Tenant folio> Paid Invoices tab.
Alternatively, you can search using the custom date range fields.
Click here to find out about processing Bills.
Click here to learn more about processing Invoices.
Sensitive changes alerts for Portfolio Supplier (SUP00001)
When an Admin user modifies the Payment Method(s) for Portfolio Supplier (SUP00001), a warning banner will be prominently displayed for all users. This alert serves as an instant notification, ensuring that everyone is promptly informed about the changes and to help prevent any accidental or unauthorised modifications.
Click here to learn more about Sensitive Changes Email Alerts.
Additional Activity Logs
We’ve expanded the activity logs to provide you with enhanced visibility into critical actions. You can track changes to Subscription information, monitor SMS top-ups, and stay informed about Inbound SMS activities. We’ve also improved the activity recording of payment method changes or removals.
TPS Integration
Introducing our latest integration with Tenancy.co.nz, commonly referred to as TPS, a leading New Zealand-based provider of compliance solutions and forms. TPS is widely recognized for its comprehensive range of services, including tenancy applications, reference checks, lease generation, healthy homes compliance, and an extensive library of legal documents.
We’re excited to announce the seamless integration of PropertyMe with TPS. This integration will boost your productivity and reduce data double entry, helping our New Zealand users use both systems more effectively.
To activate this integration you can follow this video guide provided by TPS. If you have any questions regarding the integration please contact TPS by calling 09 304 0853 or emailing at [email protected].
