669 results found
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Multiple Expense Account Codes in Workflow for One Invoice
It would be helpful to be able to choose multiple expense account codes for one invoice when "Multiple Dissections" is selected. The application in Strata Master for entering multiple dissections is great but for our company, the strata managers fill out the info in workflow and the trust accountant inputs the invoices into Strata Master. Our opinion is that there are not enough options for inputting the multiple dissection information into File Smart.
13 votes -
Page Numbering on Agenda & Minutes
Agenda and Minutes of meetings shows page numbering on both bottom left and right hand side of the report. The one on lower right hand side should be removed as it looks like it's doubling
13 votesHi Supporters,
We are pleased to advise that we have started development on this improvement! Thank you for your help in making this happen!
Look out for it in a future release.
Kind Regards
Amy -
Note Column In Budget
Add a column to the budget screen to explain the reason for the line expense - at the moment we need to track this in a separate spreadsheet or similar. Often managers will make updates to the budget over the course of the year for the next FY but may not recall the reason for the budgeted expense when the AGM comes.
13 votes -
Multiple Receipts from one payment
Currently splitting one payment as multiple receipts does not have an option in SM to receipt via OC number only
We get a large payment/deposit for say over 100 lots in one OC and we have to enter the OC number for every lot number entered for the bulk payment. Would save a lot of time if we just had to enter the lot number in situations where the receipt is only for one OC.13 votes -
Ability to create multi-entry journal entries
Rather than doing one DR and one CR per entry, we should be able to do multiple of each in one journal entry (provided the totals of all DR and all CR are equal and the funds (Admin/Capital Works) are the same).
13 votes -
Tax report - partial period (to date of termination)
Printing Tax Report for a partial period (terminated management)
At present there is no ability to create a Tax Report for a partial year (eg. to date of management termination) because the tax year end date is in the future. If the date of termination is used, the report does NOT produce from 01/07 but rather produces 12 months ending in termination month.12 votes -
The ability to preview owner statements prior to printing
Similar to being able to view remittance advices users should be able to preview levy notices and owner statements prior to printing
12 votes -
Invoice Number
Every invoice produced in STRATA Master should have an invoice number on it.
12 votes -
Functionality to populate by-laws
Since the new legislation and the review of by-laws there are potentially lots of buildings with more by-laws. It would be handy to have a link in SM which brings up the by-laws from fileSMART. It would also be useful to have better warnings with regards to by-laws when sending a work order.
12 votes -
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 -
Choose between different email addresses in SM
It would be great if we could choose between email addresses that can be used in SM. ie to send levies , an email addy that starts with levies @ . To send notices or correspondence an email that starts with info @ it allows admin dept to better manage the email boxes and separate account enquires from general enquiries .
11 votes -
Meeting Template – Merge Fields – Add: Cash at bank (groups), Levies due Admin Budget (groups)
Meeting Template – Merge Fields – Add: Cash at bank (groups), Levies due Admin Budget (groups)
Currently the merge fields only allow for the Main Group and we have to manually write in the figures for Multiple OC's/groups.11 votes -
Diary entries - bulk transfer to user
A needed feature for strata master is the ability to bulk transfer FOR ACTION BY diary entries onto another user. For example, if an employee leaves, how do you ensure all of their diary entries are attended to and not forgotten about?
11 votes -
revenue reports
Year end detailed revenue reports - we have to run two reports to cover a period - can we please have an option to enter a date range.
11 votes -
Show the amount of Individual Term Deposit on Bank Account Tab
In a recent upgrade, STRATA Master has allowed users to record the interest rate and expiry of term deposit accounts which is then shown on the bank account tab of the corporation screen (attached)
It would also be helpful to record the current bank balances of each investment account (some properties have multiple) so that all the information is in one place rather than checking registers or producing a balance sheet as well as the corp screen
11 votes -
GROUP REPORTING
To disable inactive groups with zero balances from displaying in Group Financial Reports.
11 votes -
More than one committee in Strata Master
Ability to create more than one committee in Strata Master. eg. Committee for gardening, cleaning, Executive, etc.
11 votes -
Proxy/nominee register - Substitute Proxy
Proxy/nominee register needs a column for substitute proxies. Proxy/nominee register does not permit us to have two entries for one lot. For example, a company can appoint a company nominee however if that nominee cannot attend a specific meeting, the company can appoint a proxy. Both entries are necessary and valid. Same goes if we have a power of attorney on file and we list the owner as an owner's representative. We then cannot add a proxy for that lot if the need arises. STRATA Master does not let you add two, an error message comes up stating "There is…
11 votes -
Realtime dashboard for high level overview
I want to be able to have a dashboard of real time data giving me a high level overview of my business so I can see where things are going well and where they are not. Rockend need to be giving their customers a competitive edge to help them thrive in the industry.
11 votes -
Detailed Revenue report
Detailed Revenue Report should be enhanced to capture the Lot details in the description of sub metered invoices.
10 votes
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