529 results found
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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 -
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 -
Charge Quantity Management Fees - create credit invoices
To be able to enter a credit (neg) Agency invoice as a refund in the charge quantity management fees. This will offset the invoices to be paid enabling to reconcile to the payment made.
10 votes -
User Access Levels - ability to stop user cancelling levies for prior FYE
-to stop a user from cancelling levies that relate to any prior fye
10 votes -
Document Register - ability to bulk delete files
Ability to delete files in bulk the Document Register. When trying to delete file in the document register, there is no option to delete in bulk, you can only delete one by one even though SM allows you to select multiple files, when executing the delete button, SM will only delete the very last file in the selection
10 votes -
TAX REPORTS - ability to reprint/save previous year reports
An option to be able to reprint/save to file the tax reports for previous year.
10 votes -
Cancel levy discount
When a levy discount has been set, ability to cancel this discount and have STRATA Master re-calculate all the amounts due, rather than having to cancel all the levies and re-strike them with the correct amount.
10 votes -
Print Levy Notices
When charging fees for print levy notices, Multiple Owners Corp option is used and there are too many lots for the particular quarter. SM cannot cope with the number and may stop the process half way through the run. This causes an issue with the fees being charged as SM will only charge the Fees at the completion of the entire levy run. If the run fails half way through, then the charges will not be processed onto the plan. Ability for SM to either process the fees for the plans it has already printed the notices out for, or…
10 votes -
Opening Balances - print deposit slip
Would like STRATA Master to print deposit slip for Opening Balance if funds presents as a physical chq
10 votes -
Management Fees Reporting
I would like the ability to run a management fees report to show any staff that have processed a charge
10 votes -
AGM reminder for unfinancial Owners
An automated message to let un-financial Owners know they are in arrears and unable to vote at the upcoming meeting. This should have the functionality to be adjusted re how many days before hand and possibly even an exclusion option on an Owners contact card.
9 votes
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