529 results found
-
Illumimate the work history tab in worflow to draw attention to the fact that there is a wrok history comment to look at
Please look at illuminating the work history tab in workflow when there is a comment to look at. Quite often the doc appears in workflow and it gets workflowed because there is nothing to indicate that there is a comment in work history to look at
3 votes -
Print Levy notices to multiple OCs and sort by owners names
We hope to issue First Fee Notice/ debt recover fees by selecting multiple OCs, be able to see lot owners names and sort by name order. In allowing this, we can put the invoices for same owners. At the moment if we select multiple OCs, the owners name cannot be shown and sorted. when we print, the lots are not in orders. we have spend hours to sort the levies out.
17 votes -
Interim reports on the portal
When running interim reports, select save to file option there is no pop up box to select who can view the report on the owner portal. Currently if the reports are to be available on the portal each one has to be selected in FileSmart and select the viewable options.
1 vote -
Automated text to owners before levies are due
Currently, there is no automated way to remind owners that their levies are about to be due. We would like a function that creates an automated text message to Owners with outstanding levies that is sent approximately three (3) days before the levy is due to ensure ample notification has been given.
22 votes -
Section 184 - Building Products (Safety) Act 2017
That there is a section in the strata master Corp. Screen to add information regarding Building Products Safety for a building that will then populate into Part 11a. of the Section 184 Certficate for issues such as combustible cladding on buildings.
1 vote -
Limit insurance updates on the corp screen
Could the update to insurance policy on the Corp screen be linked to the payment of a policy. This should include the payment date and amount paid. These two fields should then not be able to be edited, except by users with appropriate access.
We have had an issue with a policy being updated incorrectly which meant the date & amount paid was wrong.2 votes -
Defer Levy - COVID-19
Due to Covid 19 we have a number of owners and committees wanting to defer the OC levies. Most of our OC have enough surplus funds to get by for 6-12 months however, there is no way to currently do this in Strata. You can not change a due date for a levy from the OC level or individual owner level. If this is something that could be updated before your next meeting in September due to the current circumstances it would be a huge help. Deferring interest doesn't help as the OC's/Lots will still receive the debt recovery notices.…
3 votes -
Credit levy - posting negative levy
The ability to post negative levy/credit levy to reduce the amount raised initially
4 votes -
Data Field - edits
Overwriting type font in fields:
When adding new information (for example, updating an owner’s address) each field requires you to delete the existing information then type it in. Can it be set up so that once the curser is tabbed into the field it highlights all information and then can be easily typed over?
5 votes -
Report Headings
Can reports please have the Headings repeated on subsequent pages – example:
Owner Ledger – Levies: Levy No, Due Date, Details etc only shows on page 1.
Same with Owner Ledger – Receipts:
Date, Receipt No, Paid, Interest, etc only shows on page 1. Would be much more user friendly if these headings repeated on each subsequent page.5 votes -
Reverse user rights changes - Creditors v11.5
Reverse user rights changes - Creditors v11.5
In strata master v11.5, user rights were changed so that:
- All staff with "Read" permissions can change any creditor details except bank details
- All staff with "Write" permissions can change all creditor details.This is a risk for all strata businesses and needs to be reversed.
Staff should be able to read but make no changes, particularly when new staff are employed and are in training. We cannot risk them changing details resulting in work orders being distributed incorrectly, cheques being posted to the wrong address, etc.
14 votes -
Date of last GM
I have noticed when drafting a notice of AGM that it picks up the last AGM and not the last general meeting noted in EGM.
Then when completing the minutes these fields are not auto updated
1 vote -
12 Month Statement of Revenue & Expenses
For the 12 Month Statement of Revenue & Expenses report to display the revenue/expense into each correct Month accordingly and not be determined by the financial year end 'month' number of days of the Building.
6 votes -
Add Unit Entitlement as a Merge Field
Would be great to have Unit Entitlement merge fields to use generally but also on s184 certificates.
5 votes -
Portal login - email address / web access number
It would be useful if owners could log in using their email address instead of their web access number if they wanted to. We have had owners contact us requesting this functionality.
3 votes -
Exclusion of contact for advertising purposes
Could a feature please be added to allow a 'check box' of sorts, so that we can record owners who do not wish to receive 'marketing' communications from our agency - such as newsletters and new marketing opportunities from other departments within our organisation (sales, rentals etc). At present, I have to export the lot owners contact details to Excel, manually delete the known clients, and then issue a bulk email. We have a large client base and this process takes multiple hours, but also leaves us open to mistakes from 'human error' where we may accidently forget to remove…
1 vote -
Portal ap can't be used
There are a number of options that would work for the client:
1. The web access number can be changed
2. The web access number is only required to be entered the first time, but it doesn’t ask for this for every subsequent time (only for the password as per many banking institutions)
3. The web access number is the nominated e-mail addressIf the web access number is required to be entered every time, and it isn’t the clients e-mail address, and it can’t be changed, this is completely unworkable for the client, and won’t work as an ap…
3 votes -
parent/sub accounts
Where parent/sub accounts have been setup, and you are producing the income & expenditure report ticked to include sub accounts, could the income & expenditure report also include the parent account heading for all accounts connected to that parent account.
2 votes -
Diary Time Charge Invoicing
The ability for an invoice to be produced with the monthly management fees of any time activity charged in the diary with a detailed description so clients know what "Additional Services" are being charged instead of just having a line item on the Agency Tax Invoices.
1 vote -
Diary "Review Time & Charging" Report
Ability to generate Time & Charging report for a particular plan and the whole portfolio based on User not Manager.
1 vote
- Don't see your idea?