669 results found
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Outstanding Invoice Report
The Outstanding Invoices Report should have a grand total at the bottom.
1 vote -
Work Order - reissuing
If you want to re-issue a work order that was sent previously, e.g. gutter clean you cant just copy / duplicate the previous work order you have to fill in all the details again. It would save time if this functionality existed.
A great idea to add a re-occurring work orders that could be actioned by the creation of an invoice.21 votesHi Supporters,
We are currently gathering requirements for this feature.
We will keep you posted on its progress!
Kind Regards
Amy -
WORK ORDER/REMINDERS:
It is annoying that you cant set a work order to happen in the future and understanding is that reminders are created to remind the client to send out the work order.
Possible cloud solution2 votes -
Financial Reports - year selection options
When you print reports from STRATA Master it would be great to be able to select current financial year or last financial year.
2 votes -
Reporting for balance sheet
On the balance sheet we can 3 different debtors, it would be helpful if we could print off one repot to find out what units, instead of 3 different reports.
2 votes -
Icons
I would suggest that the same icons be inserted on the ‘Lots’ screen to be able to email individual owners or to bulk email all owners in the screen as Emails are now recognised in the new Act from 30/11/2016 as legal documents.
1 voteYou asked, We delivered!
Thank you for your suggestion and support on this idea. We are happy to let you know that it has now been released and available in STRATA Master Version 10.5.3. Please refer to the latest Release Notes in the Knowledge Base which can be found using this link http://dyzz9obi78pm5.cloudfront.net/app/image/id/5b95bb4eec161cfb5828310c/n/strata-master-version-105-general-release-notes.pdf for more information regarding this feature. -
Invoice Number
Every invoice produced in STRATA Master should have an invoice number on it.
12 votes -
NZ BANK ACCOUNTS
In NZ you can either have a contingency fund, a long term maintenance fund or both. You can't configure per plan, only per agency. We are having to export the reports out to excel, re-do and then print back to PDF again to ensure they are recorded as the correct fund names. The legislation in NZ is also changing and it is believed it will make it a requirement to have both long term maintenance fund and a contingency fund.
3 votes -
Corporation Notes - add column in Quick Notes
To add to the quick reports>corp>configure columns>add "notes" to report on. This customer has had the SM subs cancelled and can no longer access the security numbers under notes to a plan.
2 votes -
Levy Discounts
It would be great if there could be a GL code for people who want to report it as a revenue rather than expense. This would make the accounts clearer, as it results in lots of lines. The option to exclude the lines from Detailed Expenses would also help.
Accounting for discounts within SM is difficult in it's own state. Improve the discounting process to give the ability to be able to cancel a discount receipt.2 votes -
Westpac Banking - EOM
Would like better automation for EOM processes
1 vote -
Voting register to show committee members only
Option for Voting register to show only committee members.
1 vote -
Quick Reports - Formatted
There are too many clicks in quick report, for example to get a report on the agency agreements. Something that has become more important due to the change in legislation. This should be in formatted reports to limit the number of clicks.
2 votes -
Insurance - Editing insurers
if the current insurer is edited with open claims will change the history and applies the new insurer to these open claims. Should have an option with warning not to do this.
3 votes -
Insurance - Reporting
Insurance Report does not report retrospective to a date period but records the current insurance details.
1 vote -
Balance Sheet Display
Balance sheet displays one amount at the end of the month. 2 days later it is not the same. Invoices are inserted prior - not the date paid. Workflow assist puts the transaction date 20th but it might not be paid for weeks. Make auditors ask questions and clients, it should be the date paid not the date into workflow.
1 vote -
Black in dropdown using groups
Would like the name of the main group, assigned in Manage > Group reporting, to appear in the dropdown menu when entering invoices, journals, etc. Currently it shows a blank.
1 vote -
View / report on managers diary entries
Ability to report on open or closed diary entries for each Strata Master Login, both active and inactive logins.
1 vote -
Remittance Advice - include bank details
An option to include a check box to include bank account details on the remittance advice.
3 votes -
Group Reporting - include in management fees
Ability to include group reporting when processing the invoice management fees.
5 votes
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