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
This request was merged into another request
Comments1
Andrew Schorr
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.