670 results found
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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 -
Entering new plan - 'Charge unpaid interest" default
When entering a new building "charge unpaid interest" is ticked as default. Would like this to be unticked as the default.
2 votes -
Sub Meter Numbers - extend character length
Currently the Submeters number field is set to 14 x characters. This needs to be extended to cater for meter numbers in excess of 14 x characters
2 votes -
Owner Portals - Payment function
It would be useful if there was a way for clients to access direct payment facilities through their portal login.
2 votes -
AGM Reporting Configuration
Ability to configure AGM Reports the same as Manage>Interim Reports by Owner or Agency.
2 votes -
Meeting Wizard - Undo Button
The undo button wipes everything you have done, not just the last thing. The formatting is awkward and you can't customise it to your brand.
2 votes -
WORK ORDER/REMINDERS:
It is annoying that you cant set a work order to happen in the future and understanding is that reminders are created to remind the client to send out the work order.
Possible cloud solution2 votes -
Financial Reports - year selection options
When you print reports from STRATA Master it would be great to be able to select current financial year or last financial year.
2 votes -
Reporting for balance sheet
On the balance sheet we can 3 different debtors, it would be helpful if we could print off one repot to find out what units, instead of 3 different reports.
2 votes -
Corporation Notes - add column in Quick Notes
To add to the quick reports>corp>configure columns>add "notes" to report on. This customer has had the SM subs cancelled and can no longer access the security numbers under notes to a plan.
2 votes -
Levy Discounts
It would be great if there could be a GL code for people who want to report it as a revenue rather than expense. This would make the accounts clearer, as it results in lots of lines. The option to exclude the lines from Detailed Expenses would also help.
Accounting for discounts within SM is difficult in it's own state. Improve the discounting process to give the ability to be able to cancel a discount receipt.2 votes -
Quick Reports - Formatted
There are too many clicks in quick report, for example to get a report on the agency agreements. Something that has become more important due to the change in legislation. This should be in formatted reports to limit the number of clicks.
2 votes -
Creating multiple plans
When creating new plans, would like the ability to copy the plan data at the time of setup, into a new plan.
Potential inclusions to this could include:
- an option when loading new properties to select when multiple OC’s are applicable
- ability to nominate the number of additional OC’s and load as per normal process but have these linked
- ability to assign separate bank accounts, ABN’s
- ability to link lots that are part of multiple OC’s so that when making changes to new owners we can update all associated OC’s at the same time2 votes -
Aged Arrears List Report - customise arrears dates
Only reports on 30, 60 or 90 days. Reporting from a specific date and/or period is required.
2 votes -
GST Calculation Worksheet - Interest
Include somewhere on the GST report the sum of any Bank/Investment interest for date period i.e. quarterly
2 votes -
SMS - include DEFT reference merge field
It would be useful if there was a way to include the DEFT reference as a merge filed in the SMS function. This may assist with at least providing the relevant information for payment where they can copy and paste into quick payments field on the DEFT website from their phone.
2 votes -
Mail Merge - columns to distinguish Owner, Agent or Tenant
Would like an additional column to distinguish if the entry is an owner, tenant or agent by means of O, A, T would be useful. Considering the system can’t distinguish the difference from the property address and an alternate entered address for tenants when generating labels, mail merging etc.
2 votes -
quote approval
It'd be great to see an option to send all received quotes to the executive committee at the push of a button.
Even better if they could then vote on the received quotes on the committee portals.
2 votes
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