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Strata Master

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107 results found

  1. Section 55 Reporting

    We would like the ability to generate reports to comply with Section 55 Reporting

    0 votes

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    0 comments  ·  Admin →

  2. Owner Search - search options

    Please include phone number into the search options as owners don't know what their SP or lot numbers are.

    7 votes

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    2 comments  ·  Admin →

  3. Copy/paste fields without having to go into Edit Mode

    It would be good to have the ability to copy the bank account number, the TFN and ABN for a strata plan without first having to put them into edit mode. We often have to provide this information to others and there is a risk it will get inadvertently changed when putting them into edit mode to be able to copy and paste.

    26 votes

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    1 comment  ·  Admin →

  4. Bulk email button in Corp screen

    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 I also await your advice on when/if this will be undertaken and an ENHANCEMENT as the data fields already exist

    0 votes

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    1 comment  ·  Admin →
    Released  ·  Rockend Insights responded

    Hi Supporters,

    Thank you for your support on this suggestion!.

    We are happy to let you know that it has now been released. Please refer to the latest Release Notes kb.rockend.com/help/product-updates-sm in the Knowledge Base for more information regarding this feature.

  5. Ability to email Annual Notice of Levies

    The annual Notice of Contributions generated by Stratamaster has no provision to email so it has to be printed, folded entered into an envelope and posted OR individually scanned and emailed to each owner. Either option is a time consuming and unnecessary waste of time for the strata managers and their support staff As the data fields already exist it is not a big task to insert a further click on icon to be able to bulk email the Annual Notice of Contributions to each owner for each strata scheme This enhancement will save a lot of time for strata…

    0 votes

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    0 comments  ·  Admin →

  6. Additional contacts CC'd not BCC'd

    When levies, etc, are sent to additional contacts, the additional contacts are BCC'd. I would like an option in Agency Configuration to select if the additional contacts are BCC'd or CC'd. Selecting CC will provide visual confirmation to the main contact that the additional contacts have been sent the levy, etc.

    20 votes

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    0 comments  ·  Admin →

  7. Portals - Non Owner Committee Members

    When an committee member from a 'None' lot (with/without a nominated Lot) is recorded in SM it does give the ability to issue web access to the Executive Portal.

    4 votes

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    0 comments  ·  Admin →

  8. Communications Wizard

    would be great to be able to have the option of attaching another pdf such as a report or notice or other important that is sent through to be distributed to owners/tenants/agents etc such as a council DA notification – e.g. obviously we cannot type up the plans on the DA doc into a mail merge or a WH&S Report or something. I understand you have the “message” function for owners but this doesn’t do it for agents and tenants.
    Maybe a “message” button for all three – owners, agents & tenants?

    1 vote

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    0 comments  ·  Admin →

  9. Tenant Communications

    We send a lot of emails with notices to the tenants/occupant. Many agents don’t send them on for days and days to tenants. When using mail merge there is no tenant email address as an option. Only have owner & agent.

    5 votes

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    5 comments  ·  Admin →

  10. Debt Recovery - include 2nd page arrears

    I would like Debt Recovery to include the second page arrears table with stage 3 notice template. Similar to the enhancement done in v9.5.1 for final notice under configure>Debt Recovery.

    1 vote

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    0 comments  ·  Admin →

  11. Delivery Method for Debt Recovery to display in fileSMART

    I would like the Delivery Method for Debt Recovery to display in fileSMART: Currently only delivery method for levy notices show. Requesting to have delivery method for Debt Recovery to show in fileSMART.

    6 votes

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    2 comments  ·  Admin →

  12. Invoice Management Fees - save to file option

    Invoice management fees - to activate the 'Save management fee invoices to file' without the need to tick 'Print all management fee invoices for the month'.

    2 votes

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    2 comments  ·  Admin →

  13. Miscellaneous Invoices - Ability to edit GST field

    Miscellaneous Invoice screens - To enable the GST field to be edited ie; to remove the GST or to edit value where not 1/11th of GST. Far easier as a user to do this then creation of multiple chart of accounts to accommodate as a workaround.

    6 votes

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    2 comments  ·  Admin →

  14. Receipting Allocation rules

    Please add the functionality global/individual plans to set the allocations when processing receipts via download.

    14 votes

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    7 comments  ·  Admin →

  15. Manage Creditors: User Access

    The Creditor Invoice chain link to creditor maintenance should be read only. If link to the creditor from this screen can edit the creditors details - even if access to "manage creditors" is stopped under user configuration.

    0 votes

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    0 comments  ·  Admin →

  16. SMS via Messaging screen

    When sending SMS via Messaging screen - I would like to the lot number displayed. Currently only has name and mobile number. In large strata plan very difficult to select the right contact, especially when they are wanting to send to certain lots only.

    1 vote

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    1 comment  ·  Admin →

  17. Mail Merge - meetings data source

    Mail Merge - Meetings data source to include a merge field to populate the lot owner email address

    1 vote

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    0 comments  ·  Admin →

  18. Duplicate creditor invoice warning

    Duplicate creditor invoice warning - currently SM only warns if the duplicated invoice is created for the same plan. We would like to have a feature that would warn if the same invoice is entered for a different plan to avoid duplication.

    41 votes

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    1 comment  ·  Admin →
    Released  ·  The Product Team responded

    Hi Supporters,

    We are happy to let you know that your suggestion has been released!

    Please refer to the latest Release Notes http://kb.rockend.com/help/upgrading-strata-master in the Knowledge Base for more information regarding this feature.

    Please note you will need to upgrade to Strata Master Version 12 to use this feature.

    Kind Regards
    Amy Newmarch

  19. Audit Trail to record changes to corp details

    Audit Trail Report - Currently if a change is made the following fields on the Corp > General screen, they are not recorded on the Audit Trail Report: - Body Corporate Name - Plan Number - Building - Street number - Street - Town/Suburb - State - Postcode I would like to have this information recorded so I can easily see the Old Value and make any amendments if necessary, and to see who has made the changes as well.

    1 vote

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    1 comment  ·  Admin →

  20. Owner Portal: Financial Details

    Owner Portal Portfolio Tab > under Financial Details section > I want it to show an amount owing line in addition to the last receipt showing, so that owners don't have to refer to their owner ledger and can have a quick summary all on the same screen

    2 votes

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    0 comments  ·  Admin →
    Released  ·  Amy Newmarch responded

    Hi Supporters,

    We are happy to let you know that your suggestion has been released. We have added two additional fields in the Owner and Committee Member Portal – Arrears and Interest Due.

    Please refer to the latest Release Notes http://kb.rockend.com/help/strata-master-version-115-release-notes in the Knowledge Base for more information regarding this feature.

    Please note you will need to upgrade to Strata Master Version 11.5 to use this feature.

    Kind Regards
    Amy

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