668 results found
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Opening balance expense lines to be unrestricted (IMPORTANT)
In the opening balance screen there is only 48 entry lines available for expenses
Can this be unrestricted so there is no limitation.
I had an expense report with 63 entries today
1 vote -
Multiple OC - combined levy notices
One single levy notice for owners in a multiple OC set up.
For example, an owner can be part of OC1, 2, 4, 7 and 9. At the moment, they are receiving 5 levy notices quarterly with 5 different DEFT numbers.It would be great if a summary page can be issued and one master DEFT reference where owners can pay the lump sum, then SM is smart enough to allocate the OC as per the settings set by the company. Eg, it will always pay in the order of OC9, 7, 4, 2 then 1.
1 vote -
Reports -General Ledger Reports - Multi Strata
When running Reports (for later audit purposes) - General Ledger Reports all are run as a snap shot of the Ledger - for Multi Strata, as the auditors may choose any one or more strata and do not want later adjustments to compromise the data that was Balanced at an end of month or year.
1 vote -
Save opening balances for later
It would be great if Strata Master allowed saving opening balances for later in case I have to enter a big plan over multiple stages.
1 vote -
Exclude SP's or Lots from SMS Levy Notifications
We have had some complaints from Owners in Strata Plans requesting they do not want to receive an SMS notification when levies are issued. However, if you are doing bulk levy issuing, you cannot exclude certain plans, or there is no way of identifying which plans do not want it.
2 votes -
Allow for more than 4 lines on levy notice to avoid "Rolled Levies"
With the introduction of Loan Drawbacks becoming more common, we would like the ability to have more than 4 different levies on the 1 levy invoice. Currently it compiles additional levies into one line called "Rolled Levies" when there is more than 4.
ROSS-HUNT TEAM
8 votes -
Additional debtors reporting/Debt recovery
I'd like to see Additional debtors included in Debt Recovery as well as having one report to cover all outstanding debtors. Currently, it takes three reports to cover the various types of outstanding debtors and you cannot send a reminder notice to additional debtors through the system.
1 vote -
Submeter Invoices
When the submeter invoices are included in the 'outstanding owner invoices' on the levy notice the owner thinks they are in arrears, particularly when the submeter invoice has been sent direct to the tenant. Having a separate heading for all 'submeter invoices' would distinguish between owner & tenant accounts.
2 votes -
Levy Notice - insert separate line for submeter invoice
When the submeter invoices are included in the 'outstanding owner invoices' on the levy notice the owner thinks they are in arrears, particularly when the submeter invoice has been sent direct to the tenant. Having a separate heading for all 'submeter invoices' would distinguish between owner & tenant accounts.
2 votes -
Annual Notice of Levies Fund
The Annual Notice of Levies still reads Sinking Fund - kindly have this updated
1 vote -
cancel Management Fee for debt recovery fee when cancelling an Misc Owner Invoice
When cancelling a debt recovery run, a Misc Owner invoice remains in the owner Lot and a fee is in Quantity Management Fee for each Lot.
Or when cancelling a LOt Owners Misc Invoice Fee for debt recovery, the fee remains in Quantity Management Fee.
Can these invoices and fees be auto cancelled when a debt recovery is cancelled or a Misc Owner Invoice to that Recovery account is cancelled.
Or can the debt recovery process have a tick box to untick 'charge fees? The problem is having to cancel invoices and Management fees when a debt recovery run goes…2 votes -
Inactivating General Ledger Account code
Make BOMA code that is not being used , inactive
6 votes -
Owner Corporation Portal - Strata Master
The option for adding non-owner committee members is a good one, so that proxy holders who are committee members can use the portal without seeing the personal account details of the owner they represent. However, the idea that they can approve invoices, but they can't see the financial reports for making financial decisions, nor the documents which contain the building reports and quotes that the invoices relate to, is just ludicrous. All committee members should and do need access to other details such as quotes, correspondence and meeting voting functions.
1 vote -
Saving from outlook
I would be good if you could move the filesmart window when trying to save from outlook - most of the time it pops up in front of the information you need and it wont let you move it - have to write it down before you try to save it which is such a time waster.
6 votes -
Agent Fees Remittance to be E-mailed
Why can't we e-mail our Agent Fees Payout Remittance advice - currently it can only be printed, scanned then e-mailed to the relevant person or printed to Filesmart & e-mailed from there. We insist on e-mail addresses from all of our contractors so we are only e-mailing remittances and we can't even do our own.
2 votes -
Display how many jobs are currently assigned to a contractor
It would be great to see how many work orders are currently assigned to a specific contractor so that you can be mindful of not overloading one particular contractor with work orders.
4 votes -
Cheque payments for creditors
Given we do not process cheque payments for any creditors / contractors, can we have an agency setting that removes this as an option? We have had a couple of instances whereby Cheque has been selected in error, payments have been processed, however the payments have obviously not been released. Yes its human error, but if we could have an agency default setting, we remove the risk.
1 vote -
Quote
Do not allow anything to be paid when the document type is set as Quotation.
4 votes -
Westpac shutting down Post Billpay facilities with Australia Post
Received this notice from Westpac:
"In response to changing customer preference for digital banking and payments, from 30 March 2022, we're closing the Post Billpay service option. Your customers will no longer be able to make over the counter payments at Australia Post outlets."The strata levy invoices currently print out Australia Post Billpay bar-codes.
We need to notify our customers that this is the final levy invoice they'll be able to pay with Post Billpay and disable the function by end of February.
2 votes -
Miscellaneous Invoices - customised messages
Currently if you issue a miscellaneous owner invoice through Accounting - Issue Invoice the notice that is emailed/printed does not include any Agency customised global messages. (Likewise if it is reprinted through the Levy Journal.) The only way to issue the invoice with the Agency customised message is through the Levy - Issue Invoices option. However there is no ability on the levy screen to select an individual lot. This means every time you need to issue a miscellaneous invoice to an owner you may be inadvertantly reissuing notices to multiple other owners within the plan. Can global customised messages…
7 votes
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