669 results found
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Accounting for Loans
To add an option to cater for 'Payment Loan' similar to how the Remit GST screen works. Currently users are required to create journals for the Direct Debit payments i.e. interest/principal.
2 votes -
Debt Recovery - Monitoring of Payment Plans
Ideally, it would be great to be able to run a “missed payment” report each morning based on the payment set up above after the receipting has been completed to identify any owners that have missed a payment. That would allow the Administrator to get a quick eyes view on who to contact first and foremost, action sooner rather than later.
2 votes -
Set Timer for diary entries
A roving time clock that can be linked to a diary entry after the fact. This would allow a manager to take a phone call, start the clock and then create/add a diary entry afterwards.
2 votes -
Credits entered against creditors to release invoices on hold for payment
Ability for Strata Master to recognise credits entered on the creditors so we can release payments and invoices on hold.
2 votes -
Credit Lot where no outstanding is due
Ability to credit a lot when there is no outstanding levy would be great.
2 votes -
Sub Meter Invoicing - Editing options
Ability to copy and make changes to an existing sub-metered service.
2 votes -
Formatted Reports
Ability to set the default to the CURRENT month. 99% of the time when I run a financial report I want it to be up-to-date. It currently defaults to the last month end (the monthly reports are done through interim reporting).
2 votes -
Generating Status Certificate Reports
Ability to include the following as a tick box to generate the following reports at the same time so the reports don't have to be generated one by one and lot by lot:
-Owners Corporation: income & expenditure -to date
- Lot specific: owner ledger–default period2 votes -
Owner Statements - delivery methods
You should still be able to choose to issue individual Levy Notices or Owner Statements by email even if the default for the standard quarterly ones are posted. Currently if I wish to email an owner statement or re-send a levy notice that is normally posted I have to change the method of delivery for that lot to email, issue the owner statement and then remember to change the delivery method back. If I try to email without changing the method it claims there is no statement to issue.
2 votes -
Labels - sort fields
Please add sort field for chosen delivery method for notices & minutes delivery, correspondence delivery and levy delivery (you can only select Correspondence delivery method up the top and it is not as a sort field..) would also be nice to select sort fields to remove as it is rather busy.
2 votes -
Owners Ledger
The owners ledger is really hard to read, because the levies struck are up at the top and the payments are down below you have to keep going from page to page. It doesn't allow you to give a timely response to our owners. Especially when the levies automatically allocate again the first outstanding payment.
2 votes -
Meeting Wizard: Valuation Amount
Meeting Wizard: Valuation Amount We are using the ‘valuation amount’ merge field which is handy, however it’s not formatted at all. So a valuation that should look like 1,555,888 just looks like 1555888.
2 votes -
Meeting Wizard - FY Merge Field
Meeting Wizard: Financial Year Merge Field Would it be possible to add a Financial Year START merge field? We use this date in our Levies agenda item and it’s currently not available. We Would prefer a long date option over the standard dd/mm/yyyy format.
We normally like to use the long date option for the following:
- Financial year end (“That the financial statements for the year ended XXX be adopted”)
- Levy year start
- 1st levy instalment date
- Subsequent levy instalment date
- Valuation done2 votes -
Insurance Claims - add 'unknown' status
- Add another status: 'unknown' in order to close old claims
- flag option for old claims that need to be addressed as per above, maybe options to bulk close claims to a plan under the utility
2 votes -
MEETING WIZARD Archiving
When archiving Agendas and Minutes via the Meeting Wizard to save with a relevant notes i.e. MinutesAGM 11/07/18 with a portal description.
2 votes -
Report on DEFT REFERENCE NUMBERS
Ability to report on Lot DEFT reference numbers i.e. quick reports>lots>configure columns add DEFT reference number.
2 votes -
Balance - Without cancelled transactions
It would be really great to be able to print a list of transactions that make up this balance (omitting the cancelled transactions), and being able to export this list would also be beneficial. This process has been quite difficult and being able to get this information directly from the system would be great.
2 votes -
Payment Reports
When making a payment, strata sends a report to the printer which needs to be checked before you continue. Creditor payments & process direct entry payment This means you literally have to get up go to the printer (and we have two very busy printers) wait…. and then come back to your desk before you can carry on. If the printer is held up you cannot continue any work until this has been confirmed and are therefore stuck waiting for a printer. It would be much easier and efficient to have this come up on the screen to check, and…
2 votes -
Sub Meter Invoices - Notice delivery
It's very frustrating that you have to set the notice of delivery on the levy tab and you also have to select it again for the sub metering invoices. It would be much more user friendly if the levies tab automatically updated the sub metering invoices tab.
2 votes -
Debt Recovery - add additional stages
to be able to add additional stages to Debt Recovery configuration. i.e. Stage 4.
A great idea whereby extends the automated stages of Debt Recovery to cater for customers workflow practices.2 votes
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