For customers who utilize the integration with Propertyware, there is currently a "Default Markup/Discount Percentage" field within Integration Settings. Historically, this was a "one size fits all" approach that would apply this default markup to all Vendor-submitted invoices once exported to Propertyware.
The Propertyware API currently does not provide access to the existing Vendor markups/discounts. The below solution allows Propertyware users to apply vendor-specific markups/discounts via the use of a custom field in Propertyware.
By following the below instructions exactly (and having "Export Invoices" selected on your Property Meld Integration Settings - Understanding Integration Settings - Propertyware), the custom field will be applied automatically to bills exported from Property Meld without selecting additional integration settings in Property Meld.
- Custom Markups will not take effect until the most recent integration sync (every 4 hours). This may cause a delay between the time that a Custom Markup is added to a Vendor in Propertyware, and when it is actually applied to Invoices submitted through Property Meld.
Within Propertyware, click the Money Out tab, then select a Vendor.
Click EDIT VENDOR.
Scroll down and click NEW CUSTOM FIELD.
Type "PM Default Markup" in Field Name, set the Data Type to 'Percentage', and enter the desired markup percentage in the Default Value field. Click SAVE.
- Field Name, regardless of whether the Vendor is needing a markup or discount, must read "PM Default Markup" for the markup or discount to be applied.
- If no value or 0 is entered for Default Value within this Custom Field, the Default Markup/Discount Percentage from Property Meld will take precedence.
- If no markup is desired for some Vendors, the Default Markup/Discount Percentage value within your Property Meld integration settings must be 0.