1. Go to https://go.payreq.com and login

 

2. Connect to your PropertyMe portfolio

2a. Click the spanner on the top right of the navigation bar and select 'Account Settings.

 

2b. Click expand the PropertyMe connection

 

2c. Click the 'Connect to PropertyMe' button

 

3d. Log into PropertyMe. If you are already logged in you will skip straight to the next step

 

3e. Select a PropertyMe portfolio to connect and Allow access. If you cannot see your PropertyMe portfolio, you will need to login with the PropertyMe Administrator's credentials. Please note, Mytown Properties is a demo portfolio available in PropertyMe and should not be selected.

 

3f. When the connection is successfully established PropertyMe will show connected. If the connection is unsuccessful the 'Connect to PropertyMe' button will be displayed, please repeat steps b to e.

 

3. Create forwarding rules

3a. Click on Settings > Forwarding Rules

 

3b. Click the 'Add Rule' button

 

3c. Fill in the forwarding rule form

i. Forward Payreq MyBills Agent bills from: The name of the biller that you receive MyBills Agent bills from to forward

ii. Bills to Forward: All bills or bills received starting with a particular account number

iii. To Property Management Software: Select your active PropertyMe connection

iv. PropertyMe Supplier: Select the matching supplier in PropertyMe

v. Bill Includes Tax?: Do the bills being forwarded include tax?

vi. Bill Due Date Field: Select the due date to be set in PropertyMe

 

3d. Repeat step 3b and 3c to create forwarding rules for each biller and/or account number combination that requires forwarding