Per-Property Bank Account Assignment for Cleaning Payments

Problem Statement:

  • Currently, cleaning tasks can only pull funds from a default account, a task rule account, or a per-task override
  • There's no way to automatically match the bank account to the property being cleaned
  • This creates manual overhead when managing multiple properties with separate bank accounts

Current Workaround:

  • Manually selecting a different bank account for each individual cleaning task

Impact:

  • Time-consuming manual work for each cleaning task
  • Risk of selecting the wrong bank account
  • Doesn't scale well as the number of properties grows

Proposed Solution:

  • Allow users to assign a specific bank account to each property for cleaning payments
  • When a cleaning task is created for a property, automatically use that property's assigned bank account

Unlock:

  • Automatic matching of cleaning payments to the correct property bank account
  • Reduced manual work and fewer errors
  • Scales seamlessly as you add more properties

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Upvoters
Status

New

Board

πŸ’‘ Feature requests

Date

About 10 hours ago

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