669 results found
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Bypass invoice number option
The option through the creditor invoice screen to bypass entering an invoice number for the creditor.
If the option is selected, the invoice number field in the creditor invoice screen to not be available.Helpful for most bills paid via BPAY
1 vote -
Strata committee on quick reports
In Quick reports > Lots > show current owners, the configure columns option, could we have a column for showing whether the lot is represented on the strata committee?
1 vote -
Misc invoices - if overdue, Debt Recovery cant be used for collection
Misc invoices raised in SM cannot be chased using the Debt recovery tab (under Levy Notices).
Also if you run a quick report, under Lots, and check box show 'levies in arrears' - you wont get Misc Invoices in arrears!!! Please make is show ALL arrears. (The only way you can get FULL debts list is run an Aged Arrears Report, for all OC's - and if you run that, it runs one page per OC. Mine is 30 pages!). Not that helpful, when you are chasing debts globally across all OC's, and want one, succinct list.7 votes -
Send notifications to all Lot Owners that payment is received on that date.
Send notifications to all Lot Owners that payment is received on that date.
4 votes -
Issue one type of submeter invoice eg. electricity only
Have the option to issue one service instead of all for the corporation. eg. issue only electricity submetered invoices. Currently, if you need to issue submeter invoices through the levy wizard, you have to issue the invoices for all services that are setup for that corporation.
4 votes -
Configure reports on portal
The ability to untick a report on the global settings (Access to particular reports) but can still show that report for Strata Plans (Reports by plan).
Currently, if a report is untick on the global settings, it cannot be configured for a particular Strata Plan.2 votes -
AGM reminder for unfinancial Owners
An automated message to let un-financial Owners know they are in arrears and unable to vote at the upcoming meeting. This should have the functionality to be adjusted re how many days before hand and possibly even an exclusion option on an Owners contact card.
9 votes -
AUTO-PRESENT BPAY PAYMENTS (CBA)
AUTO-PRESENT BPAY PAYMENTS (CBA)
Currently we are having to manually present BPAY payments the day after transferred. Can become annoying after submitting the BAS payments each quarter2 votes -
Display only primary lots on portal
Change the lot number displayed on the portal to the “primary lots” not the number which includes the additional debtors
2 votes -
Option to use a letter template from Lot Owner card
I think it would be great if you were given the option to choose a letter template when clicking the Word button on the lot owners card, rather than having to go through the mail merge function and select the one lot.
5 votes -
Status Certificate - BPAY Reference Number
To have the merge field for BPAY Reference Number for NAB bank accounts. At the moment, the available merge field is DEFT Reference Number which is only applicable for Macquarie Bank.
1 vote -
Exclude additional email address in Bulk Email
Ability to exclude all additional email addresses in 1 go when sending bulk email via the communication wizard instead of having to untick each of them. This is time-consuming when doing it for large Strata Plans
4 votes -
Multiple tenants
It would be nice if there were at least 2 spots for tenant information. Often a unit has been split into 2 with 2 different tenants and details.
4 votes -
Check/tick box in staff member diary
A check box that the staff member can tick to say a diary entry has been actioned or attended to or had something actioned on it for the day - plus the ability to clear those allocations at the end of the day or beginning of the following day.
2 votes -
Multiple Owners for 1 Lot
In SM you can currently only add one owner. We have seen a huge increase with multiple people/companies purchasing 1 property. There is a character limit for the name so cannot enter them all.
52 votes -
Recurring invoices
ability to add recurring invoices under creditor invoices field without having to manually enter each one, i.e. fortnightly cleaners, monthly phone bills etc
7 votes -
Privilege Meetings - Do Not Show
With the number of plans having defect work, OC and committees are having meetings held under privilege but the developers are still owing in the complex. Currently we need to remove the plans ability to see meetings at all from their web login in case the developer see them. We also cannot allocate to the committee to view on the portal as they all appear in the list of meetings on the logins.
If we create the meeting through the meeting wizard, it shows on their web logins.1 vote -
Allow users to colour code unit owners
can you please let us colour code our unit owners
for such thing as debt collections3 votes -
Allow all mail merge fields to be used in one mail merge document
It would be great to have the ability to include any mail merge field in any document. For example i cannot use a owner mail merge letter and insert the meeting date via a merge field.
43 votes -
Quick Reports - Lots: add 'Invoices in arrears'
Add option under Quick Reports > Lots > other search criteria > option: Invoices in arrears.
4 votes
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