529 results found
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Add email option the Levy Journal screen
In levy journal when you want to re send an invoice - after you have changed something on the lot account (whether its the address etc) the only option you have is to print, can I request to add email the invoice instead of printing it and then getting the updated invoice from FileSmart and emailing it from there.
as this will cut out an extra step that doesn't need to be done. thank you4 votes -
Option to re-arrange columns in List Tool
When using Search and looking through files, it will be useful for users to be able to alter the orders of the columns (in List Tool) and to have it permanently fixed to it's chosen position, without having it being reverted back to its original place when editing.
For example: I check invoices and amounts daily and would like to be able to re-arrange the columns, so I can see them without having to scroll from side to side to be able to look at them. I understand we can move them temporarily, unfortunately, as soon as we edit the…
4 votes -
It would be an idea to enter a 4th stage into the monthly debt collection process.
Currently when an Owner goes Stage 3 in debt collection process we are required to enter a reminder in another diary/calender to remind the 28 days has elapsed and matter can be referred onto the Debt collection agency. It would be good if when we do our monthly debt collection it included a reminder that an Owner received Stage 3 last month and can be refered on. Saves managers having to place reminders in external programs to remind and possible miss.
14 votes -
Levy Discounts
Levy Discount Notices
The Notice should disclose the principal amount of the levy including the due date before and after for a discount that is applied (see example below).29 votes -
Make all GL codes available for payments
Please make all GL codes available when making payments. Not all payments are an expense. There are lots of reasons you need to code a payment to the Balance Sheet for instance (e.g. repayment of a loan, settlement of a sundry debtors). Currently these need to be done by journal which is time consuming and means they are not recorded as a payment.
3 votes -
Investment Expiry and Rate Changes
Should be able to update and make changes to the expiry and rate for Investment accounts through the banking tab, rather than having to navigate to the configuration bank accounts screen.
14 votes -
Pop-up Alerts
Alerts on the corp and owner screen that pop up when you open that Owner/Corp the same as the REST program.(eg. deaf owner only text)
6 votes -
Data entry - Overwriting information
When processing invoices in FileSmart each field requires you to delete the existing information then type it in (e.g. invoice number, amount,..). I believe this only changed with the upgrade of FS as it used to highlight all information when tapping into the next field and you could easily type it over.
Could we please change this again?3 votes -
Owners Portal - Demo Account
This morning I went to send the look at my strata demo link to a prospective new client. Now I accept that I have not used this demo for some time but nevertheless I was surprised to find that it is no longer functioning.
A call to the friendly Rockend support team confirmed the status.
It would be great to have a demo made available again.
3 votes -
Mail Merge Field for Owners Corporation Address when using Committee Data
There is currently no merge field for an Owners Corporation Address when using the committee member data source on the mail merge function. This only appears when you select Owner/Lots data source, so when you are sending a mail out to committee members, you cannot merge in the property address, only the strata plan number.
2 votes -
Available cash on File Smart creditor invoice screen
The ability to see available cash in admin and sinking fund in File Smart creditor invoice screen before approving/processing the invoice.
2 votes -
SMTP Setup Options
Add option to include a cc email address to the SMTP Server setup options in Agency Configuration/Tab 2.
This will allow users that use third party emailing services to retain a copy of the emails that are sent out for future reference if required.1 vote -
Bill Payment Receipting
We would like for Bill Payments to be automatically receipted when an Owner includes the reference number in his payment. Currently only Automatic Payments are automatically receipted and Bill Payments need to be manually receipted.
1 vote -
Stop Interest
We would like to have the option to stop interest on individual lots at the date of handing over to Solicitors.
1 vote -
Debt Recovery Fees automatically being charged to the Body Corporate
We would like to know if there is a way for Strata to not automatically create a creditor invoice to the Body Corporate if a Lot has been sent a stage 1,2 or 3 letter? We prefer to create a MYOB invoice and workflow it through File Smart. With the new invoice approval system, we need to change all the BC's from hold to pay which will cause the Cr Invoice for debt recovery to be included in the next batch run and we will not have the opportunity to change the details. it just makes the detailed expenses messy,…
1 vote -
Investment report - expiry date and % rate
It would be helpful to have expiry date and % rate of the term deposit on Investment report from Form report.
Or add the current balance to Quick reports > Corporations > Show bank accounts3 votes -
Meeting Master - Poll Votes
When going through the motions of a General Meeting, have a button to select 'Poll Vote' for each motion which brings up each Lot with a 'Yes' or 'No' next to their name for the user to tick. This could automatically calculate the results for each motion rather than manually calculating each time.
20 votes -
Emergency Contacts / Preferred Contractor Contacts in Portal
It would be great if there could be a section on the portal to display emergency after hours contact details along with the contact details for the properties preferred contractors (as this is already being set in the 'Tradesmen' tab within SM.
16 votes -
Adding a unique QR Code
We would like to add our own QR code to our levy notices to allow our overseas owners to pay directly, in particular owners in China. The current code is of no relevance to us here in New Zealand.
2 votes -
Reserve Funds - notes
In the Corporation screen, Financials tab Reserve funds can there be a Notes space to add what the reserve funds is for?
4 votes
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