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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
1 comment

This request was merged into another request

Comments1

  • Andrew Schorr

    Team•

    Jul 20

    Hi @Bridgett Clowers this is already possible to a degree. If you setup a task rule for each property and set that property’s bank account to the task rule, you should be running on auto-pilot after the initial setup. Does that do the trick for you? We’ve hesitated to run multi-property task rules with payments just because most properties pay different rates for tasks.