670 results found
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Quick Reports - Creditor Invoices: Column for Group (Schedule)
It would be really helpful if we were able to include a column for Group (or Schedule) in the quick report for creditor invoices so we can see which OC that expense was allocated to.
At the moment the only way to see this is via the Formatted Report for Detailed Expenses (Group).
Thank you.
2 votes -
Insurance commission
Insurance report should show Due and Received figure instead of just 'Received'
2 votes -
Invitations for Nominations and Motions - Meeting Wizard
I would like to see a feature in the Meeting Wizard that allows you to issue invitations for nominations and motions from the Wizard and record those directly into the ballot paper for election of committee.
2 votes -
When a work order is sent via email to a contractor can it also be automatically sent in a text
When emailing work orders from Stratamaster can we have the system automatically send a text message to the contractor also??
2 votes -
Delegated Functions Report - Interim Reports
Add the Delegated Functions Report to the Interim Reports list. This will allow for it to be automatically issued to the committee members via email or post.
2 votes -
Diary Notes for multiple plans
Be able to print Diary Notes for multiple plan with chosen Manager
2 votes -
Quick Reports - Levy Year column
In Quick Reports > Corporation, add an additional column to show either the levy year start and end dates.
2 votes -
Management Fee - report to show increments
Add an additional column to Quick Reports > Corporation > Show management fees that will show the increment date and the new rate which will be changed to.
2 votes -
Screen Receipting Message
To add under quick reports>lots>configure columns search criteria>screen receipting message.
2 votes -
Cash Management and description changes
When editing descriptions via search/edit transactions for this to record these changes on the Cash Management Report.
2 votes -
Quick reports > Corporations tab > levy notices
Can you amend Quick Reports on the Corporations tab add the ability to search for:
Number of lots receiving levy notices by email
Number of Lots receiving levy notice by mail
This information is already reported under the Lots tab - having the numbers of lots collated and searchable under the Corporation tab would be useful for us2 votes -
Search/Edit Transactions - option to hide unmanaged plans
When entering a code only and searching all paid under said code, all plans list even if they are not managed.
We would like the option to be able to hide unmanaged plans transactions.
2 votes -
Debt Recovery - reject levy receipts
Ability to configure option to reject levy receipts when lot is in any stage of debt recovery.
2 votes -
Quick Reports - Debt Recovery reporting options
We request a new field in the Stage drop down menu for “None” under the Quick reports > Lots > Debt Recovery
This will assist in sorting through owners who may have been missed or excluded from Debt Recovery at a stage of issuing the notices.
2 votes -
Email Annual Levy Notice description
We feel as though the annual notice of levies email subject line should read similar as the standard levy notice (noting the plan and lot number its being sent to).
2 votes -
Additional emails for council members
It is becoming more essential to be able to input an additional email for council members. At the moment when emailing council the address is picked up from the committee tab on the corp screen, which in turn picks up the email from the owner screen. This means that if the Chairman changes his email contact to the one created for the chair, all correspondence specific to his lot i.e. Arrears, levy notices etc go to the chairs email address. This is not appropriate as these items are not council business.
Is it possible to be able to edit the…
2 votes -
Quick Reports - description column for Payments
Please add a 'description' field in Quick reports > Payments so we can see more detail for any Quick Payments processed.
2 votes -
Status Certificate - Levy description merge field
If we could have the option to change the merge field for the levy description on the status certificates to read the description entered for said levy rather than the system generated levy period dates. Eg. If we make the due date 10th June 2018 the levy period on the certificate will read the quarter date commencing 10th Jun and not 1st June to 31st Aug
Now that we must provide 30 days’ notice, if a new levy year is determined at a meeting held close to the next levy, we have been manually changing the due date for the…
2 votes -
Bank Reconciliation - DEFT Reference details
Visibility of full DEFT Reference No. on the screen including the cheque digit to facilitate bank reconciliation.
2 votes -
GST Report for unregistered plans
A report showing any plans that aren't registered for GST that have a GST balance on the balance sheet.
2 votes
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