Learn how to create and manage fund requests, process vendor payments, and verify payment status updates in MRI Vault using RealtyAssist integration.

This article covers:

• Before you start
• Create a fund request
• Manage fund requests
• Process a vendor payment
• Verify payment status in MRI Vault
• Check ledger and trust account updates

Before you start

Before creating fund requests or processing payments, make sure the RealtyAssist integration is set up and configured in Vault.

Create a fund request

You can raise fund requests directly from a listing.

1. Go to: A property profile
2. Click the Financials tab > Advertising
3. In the RealtyAssist section, click New Fund Request
4. Enter mandatory details:

• Request Type
• Location
• Agent
• Due Date
• Amount (pre-populated from VPA but editable)
• GST
• Trust Account
  

5. Choose invoice type: Individual, Company, or Other Entity
6. Select vendor and partner details, including email and phone
7. Optionally:

• Add a description
• Attach files from the filing cabinet
• Enable or disable Pay Later (RealtyAssist Deferred Payment Method)
  
   

8. Click Create Fund Request

Manage fund requests

Once created, fund requests appear in a table with available actions:

1. Click the menu button (three vertical dots)

• View Activity - Track updates
• Mark as Paid - Update status manually
• Resend Invoice - Send again to vendor
• Download Invoice - Save locally or to the filing cabinet
• Invoice Reminders - Enable or disable reminders
• Download Payment Confirmation - After payment
• Apply Credit Note or Void Invoice - Adjust as needed
  

Process a vendor payment

Vendors receive an invoice email from RealtyAssist and can complete payment online.

1. Open the email with the invoice sent by RealtyAssist
2. Click Pay Now
3. Select a payment method (e.g., credit card).
   
4. Enter payment details and confirm the payment

Verify payment status in MRI Vault

Once the vendor pays, MRI Vault updates automatically if webhooks are enabled.

1. Return to MRI Vault and open the fund request table
2. Wait a few moments for the status to update
3. Confirm:

• Status: Paid
• Payment Type: Upfront
• Method: Card
  

Check ledger and trust account updates

If automatic ledger updates are enabled:

• The advertising ledger reflects the vendor payment
• The trust account updates with the vendor advertising amount