Feature Overview
Quick Payments is a new feature available to Trust Accountant users in Cirrus8. Designed to streamline the payment process, Quick Payments enables users to quickly pay outstanding supplier invoices and distribute remaining funds to property owners, all in a few clicks.
This feature is ideal for agencies with simple payment workflows for properties that are not utilising partitioning, looking to save time during payment runs. However, it offers less granular control compared to the standard Create Payments form, making it more suitable for users who prioritise speed over manual review.
Key Features
- Fast Execution: Pay supplier invoices and owner in one streamlined process.
- Rule-Based Payment Logic: System prioritises payments based on account priority, due dates, and available funds.
- Owner Disbursement Automation: Remaining funds are distributed to owners after obligations are met.
- Drill-Down Details: View invoice, fee, and owner payment breakdowns with colour-coded payment indicators.
- Invoice Filtering: Display only invoices due within a configurable time window (e.g. 7, 14, 30, or 60 days).
- Excludes Complex Property Types: Not compatible with partitioned properties or ledgers.
Quick Payments vs Create Payments
| Quick Payments | Create Payments | |
|---|---|---|
| Speed | Faster – automated selection and logic | Slower – manual selection required |
| Control | Less – rules decide what gets paid | Full – user decides what gets paid |
| Invoice Credits | Not supported (must be pre-allocated) | Supported and selectable |
| Partitioned Properties | Not supported | Supported |
| Use Case | Routine, bulk payments | Payments requiring review and manual control |
Quick Payments Summary Workflow
- Property Managers review unpaid invoices and apply holds/withholdings as needed using Unpaid Invoices & Property Balances Beta.
- Trust Accountants use Quick Payments to:
- Automatically pay eligible invoices
- Reserve or pay configured fees and sundries
- Distribute remaining funds to owners
Not Supported in Quick Payment Form
- Partitioned properties and ledgers
- Invoice Credits (these must be manually allocated prior to commencing a quick payment form)
- Part payment of supplier invoices
- Manual selection of which invoices to pay. Configured rules dictate payment priority
Want to Use Quick Payments?
Read the Quick Payments Knowledge Base article HERE for full setup and step-by-step instructions, and to help determine whether this feature aligns with your agency’s workflows and approval processes before adopting it.