Copy more people on your invoices
You can now add CC and BCC recipients to an invoice, right below Bill To. Enter one or more email addresses separated by commas. Topkey sends the copies with the first invoice email, every resend and each invoice from a recurring schedule, and payment receipts still go only to the main recipient.
New
- Drag columns on Accounting > Bills into the order you want, and Topkey keeps that order the next time you open the page.
Improved
- Filter categories in every Filters dropdown now appear in alphabetical order, so you can find a filter by name.
- Bulk-creating work orders or owner charges from bills makes one per bill and property, with each bill line kept as its own item.
- Guesty owner charges created in bulk show a Vendor column, so you can check and change the vendor on each row.
- Assignment rules can set the Streamline Transaction Type on owner charges, as they already do on work orders.
- Bank statements download straight from the Statements page or the Statement ready notice.
- Improved the Getting started checklist so any connected card, including Amex, completes the Add your cards step.
See the Topkey difference.
