669 results found
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Inactivating General Ledger Account code
Make BOMA code that is not being used , inactive
6 votes -
Levy Notice
To touch up on alignment so that Maintenance 'Fund' wording is fully disclosed on levy notice printout
1 vote -
In the Owners and Tenants information tab
In the Owners and Tenants information tab - an allowance should be made for numerous lines of owners and tenants names as so many have multiple names and often all different surnames
2 votes -
Saving from outlook
I would be good if you could move the filesmart window when trying to save from outlook - most of the time it pops up in front of the information you need and it wont let you move it - have to write it down before you try to save it which is such a time waster.
6 votes -
Add Future Dated Miscellaneous Invoice in to Receipt Allocation Order
We have noticed that even if you have allow to raise Miscellaneous Invoice with future due dates, you have not added this future dated Miscellaneous invoices in to receipt allocation order.
Current allocation order works fine with normal levies as we can set different priorities to overdue levies and future levies. What we need is the same logic applied to Miscellaneous Invoices as well.
Allowing us to configure the allocation order as below.
1. Miscellaneous Invoices Arrears
2. Levy Arrears
3. Interest
4. Future dated Miscellaneous Invoices
5. Future dated leviesThanks
IntelliStrata Team23 votes -
covid
please add a field on the corp screen for the LOCAL GOVERNMENT AREA because all of us in Sydney need to keep track of the covid lockdown restrictions for work orders etc
3 votes -
Meeting Wizard - Export to Word
Ability to export AGM Notice/Minutes to Word doc instead of PDF so that formatting/corrections can be made prior to sending out.
4 votes -
owner ledger payment over 3 levies/invoices showing the dollar amount on the ledger on how it has been broken up and allocated
When owners make payment of the levies etc, and their payment is allocated to a few different items, the owner ledger only gives you the different line numbers that the payment was allocated to. i would like it, if it would say the dollar $$ amount allocated to each line. For example $300.00 received, in the next coloum the dollar amount say$20.00 to line 1, the next line the dollar $ amount says $100 and allocated to line 2, then $180.00 allocated to line 3. It would make it simpler for owners to see how their payment was allocated and…
1 vote -
Bank Account Details
It would be could if in Strata Master on the building card in bank account tab you could just press one button and it would copy the bank account name BSB Account Number all at once so that you can then send it to people. Like a banking app does. Would be a lot easier as currently you cant copy the bank account name & you have to copy the BSB and the Account Number separately.
1 vote -
Previous owner ledger
When a previous owner would like a copy of their ledger, it is not clear on where to find this. I worked out that if you click on the magnifying glass, it will give you the option to untick Current Owner. It would be nice to have the checkbox on the main/first pop-up. Or just some clear instructions in the help section on how to do this.
3 votes -
Labels Columns Configuration
When opening Labels > Lots tab > and entering criteria the same 70+ columns open whether Owner, Agent, Resident are selected. Could a configure of the columns be provided, as in Quick Reports, where the columns can be reduced to those required?
1 vote -
Miscellaneous Invoices - customised messages
Currently if you issue a miscellaneous owner invoice through Accounting - Issue Invoice the notice that is emailed/printed does not include any Agency customised global messages. (Likewise if it is reprinted through the Levy Journal.) The only way to issue the invoice with the Agency customised message is through the Levy - Issue Invoices option. However there is no ability on the levy screen to select an individual lot. This means every time you need to issue a miscellaneous invoice to an owner you may be inadvertantly reissuing notices to multiple other owners within the plan. Can global customised messages…
11 votes -
Submeter Debt Recovery
It would be great to have outstanding submeter invoices included when doing debt recovery/reminder notices. At the moment, if an owner has say $60 of outstanding electricity usage it is not picked up when 'min amount in arrears' is set to say $30.
1 vote -
Maintenance Fund Name - VIC
Update 'Sinking Fund' to 'Maintenance Fund' - VIC
Is it possible to update system wide for Victorian users to refer to the Sinking Fund as the Maintenance Fund in line with Victorian Legislation?
2 votes -
Eftpos Receipting
It would be nice to have a simple way to receipt EFTPOS receipts. Currently, we are receipting in the cheque section but we then need to amend our bank deposit forms by hand (which doesn't look great). Not sure if there may already be an easier way to receipt?
1 vote -
ABN
Our Accountant would like to see the ABN visible on the Income & Expenditure Report n Strata to make submission to the ATO easier.
1 vote -
Duplicates in Quick Pay
Could there be an 'Filesmart creditor invoices' option for Quick Pays?
Unfortunately duplicates do not get picked up with quick pays so it would be good to have a system like filesmart creditor invoices for quick pays before we complete the payment run.3 votes -
Online Invoice approvers change the GL code
Would it be possible for the invoice approvers to see what code an expense has been allocated to, and if they don't agree, give them access to change it? This would save a significant amount of work at year end when the treasurer wants to recode things.
2 votes -
Highlight Comment
When a document has been assigned to a staff member with a workflow comment, it would be helpful to have this highlighted. The comment section is quite small and occasionally instructions can be missed and the document filed without action.
2 votes -
Automatically Archive Issued Work Orders in fileSMART
When you save/issue a work order in strata master, it does not automatically archive into fileSMART. We should be able to do this as it is very time consuming having to go back and manually do this. It also becomes difficult when you need to go back and view a work order from a few years ago, if it has not been archived and your try to re-generate the work order from strata master, some of the details change (ie. the strata manager for the plan changes to the current strata manager, and not the manager at the time the…
7 votes
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