529 results found
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Sub divisions - search options
Subsidiary Plans from sub-divisions - I would like SM to give another search option under the corp predictive text using the same format as 'other addresses' adding 'other plans'.
1 vote -
Corporation Search
Corporation Search - predictive text search to increase the number of characters as currently set to 10 x characters. This will assist where numerous buildings have the same street/body corp name eg: Magnoli Circuit/Magnoli Residences.
1 vote -
AGM Reports printing options
AGM Reports - please add an option to incude a field with 'no. of extra printed copies' similar to the Interim Reports.
1 vote -
Interim Reporting - exclude table of contents
Interim Reporting - please add a tick box to exclude the Table of Contents when producing Interim Reports.
2 votes -
Manual Bank Reconciliation Warning when date Prior FY
Manual Bank Reconciliation - It would be helpful to display a warning message ie; This entry is dated in a previous financial year for this Owners Corporation. You should consider whether you need to reprint the financial statements for the Owners Corporation, otherwise, cancel and check the date; when using the add functionality for deposits or withdrawals where the date relates back in the prior financial year.
1 vote -
fileSMART access via Lot Owner card
Please add the ability to be able to have the FS icon located on the individual Lot owner screen to access directly into the Individual Lot document folder in FS.
1 vote -
Owner Invoices configuration
Enhancement: Owner Invoices - please remove or make optional the hard coded wording on the Levy invoices i.e. 'Make cheques payable to .....................".
15 votes -
Budgets - breakdown by month
I would like to be able to create a budget that breaks down the budgeted amount monthly. Currently only option is annually, as more larger plans are being built / registered, owners are requesting a monthly breakdown of expenditure, rather than a annual total.
8 votes -
Creditor invoice screen - display creditor account details
Creditor Invoices I would like to display the BSB and account number of the creditor in the creditor invoice screen.
5 votes -
Diary Entries - ability to add attachments
I would like ability to add attachments (eg PDF's) to diary entries. I currently save them in the document register against the plan, however would be much easier to be able to retrieve and view them from the diary screen
0 votes -
Creditor details change alert
It would be great to have an email alert when a creditor bank account details are changed - due to the increased awareness of fraud, I want to be able to set up an email alert every time a creditor bank account details have been edited.
5 votes -
Insurance Claims - select owner details
I would like to be able to select owner details when entering a claim and populate them on the Insurance claim form - currently have to manually add this information into the detail of the form.
3 votes -
Syncing Diary & Reminders to Outlook
I would like the ability to sync SM Diary and reminders to Outlook calendar. This would enable ease of viewing not just SM diaries or reminders from the one application.
3 votes -
Debt Recovery - Payment Plans Reminders
Debt Recovery - Payments Plans These are manually managed in SM at the moment. I suggest linking a payment plan up to the reminders so that when a payment plan becomes due and the owner has not paid any funds, then a reminder will appear in the reminders screen
4 votes -
Re-issuing receipts
Re-issuing of receipts - option is to print the receipt out, however if owners would like them to be emailed, then currently l have to print the receipt to a PDF writer, save the file and then attach to email. Please create an email icon as well so can email the receipt out directly or have SM create a PDF file which will attach to Outlook automatically
6 votes -
Payment files: Invoice Number
I would like SM to include the invoice number into payment file which is then uploaded to the bank - this is so the invoice number can be shown on the bank statement of the creditor to allow for easier reconciling
7 votes -
Document Register - Document Types
Suggestion for the Document Types drop down field options to be editable and you should be able to create your own document types.
1 vote -
Owner Additional Contacts: Committee Members
Emails of Additional Contacts When check the "Include additional email addresses" in Configure > Agency > Option #3, I understand that it will include the email addresses of additional contacts in BCC. However, when I only want to email all committee members by clicking on "Emailing committee members with Microsoft Outlook" in Corp > Committee tab > SM also includes the email addresses of the additional contact. Believe that as the additional contact is not part of the Committee, their email address should not be included.
6 votes -
Mail Merge - Additional Contacts
Mail Merge - when doing an email mail merge run, Owner_email merge field only picks up any emails in the "Email address" field on the lot owner card - I believe any email that is added to Additional Contacts section of lot owner card with "C" ticked, should be able to have these email addresses included as well - maybe add another merge field to include the email addresses in Additional Contacts section that have "C" ticked
6 votes -
Labels Search Criteria
When using Reports > Labels i want to be able to add in other searches to my list, not doing owners, agents etc separately
8 votes
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