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.
NOTE:
- 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.
Step 1:
Within Propertyware, click the Money Out tab, then select a Vendor.
Step 2:
Click EDIT VENDOR.
Step 3:
Scroll down and click NEW CUSTOM FIELD.
Step 4:
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.
NOTE:
- 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.