529 results found
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Multiple OC's within 1 corp, eg Groups OC1, OC2, OC3 - Ability to save multiple committees and bulk email each OC
An OC with multiple OC's that is setup as one Corp should have the ability to save multiple committees and email them individually. This should allow you to bulk email each OC separately, eg email all members of OC1 only, OC2 only etc.
20 votes -
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 -
When email is generated through Strata Master it generates in subject the Strata Plan number and address like a work order.
When email is generated through Strata Master it generates in subject the Strata Plan number and address like a work order.
7 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 -
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 -
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 -
Can't remove old policy due to outstanding claim
When a strata plan changes insurer and you need to add a new insurance policy, the previous policy cannot be made inactive if there are any outstanding claims on the previous policy. This strata plan will then show up in Reminders as not insured or not updated because the old policy can't be removed despite having the new policy added to it. It would be great if a policy can be made inactive even with outstanding claims OR if it doesn't show up in Reminders once it has the new policy added to it so it overrides the old policy.
5 votes -
owner portal testing by administrator
Now that passwords are not accessible by Agency staff, could we have an administrator log in that allows agencies to test connections, documents etc. This way agencies do not have to ask owners for their login details or set up a dummy plan.
34 votes -
Owner Ledger
When a levy posting has to be corrected, with whole levy year cancelled and new corrected instalment amounts/ dates reinput, all the cancelled instalments will show on the Owner Ledger and Current Owner Account. This can make these documents hard to read when trying to determine status of levy instalments and prove (show) instalments due and paid for a lot owner's benefit ie it makes reports messy when providing status in print to a lot owner. The option to not display cancelled levy instalments on printed Ledger/Owner account would help make the display clearer to read. Alternatively, if cancelled instalments…
40 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 -
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 -
Detailed Revenue report
Detailed Revenue Report should be enhanced to capture the Lot details in the description of sub metered invoices.
10 votes -
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 -
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 -
Export to csv
When exporting to .csv the Strata Roll information from Formatted Reports it left aligned; Please rewrite the Export functionality to csv to improve formatting issues like the one above.
1 vote -
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 -
Debt Recovery
It would be beneficial to have another date input in the 'enter other options and details' that allows you to backdate or forward date the due date that is reflected on the debt recovery notice, not related to the 'calculate interest to' date.
1 vote -
Delete or Move incorrect Diary entry
With there being no option to delete a Diary entry, how to we deal with errors/ mistakes? It would be beneficial to at least have an option to move a diary entry to a different OC, should a mistake occur.
22 votes
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