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Strata Master

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Strata Master

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  1. We were wondering if there can be different categories to put funds on hold. There are a few things that may require larger than normal funds eg: insurance, major building works etc. If you have a Special Levy in place, you can use the reserved funds to put those funds aside but if you start adding other items it may be a little confusing for some people. Just a thought, thank you

    5 votes

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  2. Some creditors, such as Commander (a common telco provider) have different account details for each telephone account, resulting in the requirement for a separate creditor for each strata plan. Can you look at updating Strata Master to allow EFT setup for multiple account numbers for the same creditor, similar to BPAY, whereby different CRN’s are setup for each separate account for the same Biller Code?

    5 votes

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  3. The ability to create one PDF file rather than individual files when selecting multiple lot owners from a building card to send levies to.
    If you have a developer who owns 30 lots, are currently issuing 30 individual pages or emails, look to pdf bind as such so we can issue one file.

    5 votes

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  4. When a strata plan changes insurer and you need to add a new insurance policy, the previous policy cannot be made inactive if there are any outstanding claims on the previous policy. This strata plan will then show up in Reminders as not insured or not updated because the old policy can't be removed despite having the new policy added to it. It would be great if a policy can be made inactive even with outstanding claims OR if it doesn't show up in Reminders once it has the new policy added to it so it overrides the old policy.

    5 votes

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  5. Overwriting type font in fields:

    When adding new information (for example, updating an owner’s address) each field requires you to delete the existing information then type it in. Can it be set up so that once the curser is tabbed into the field it highlights all information and then can be easily typed over?

    5 votes

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  6. Can reports please have the Headings repeated on subsequent pages – example:

    Owner Ledger – Levies: Levy No, Due Date, Details etc only shows on page 1.

    Same with Owner Ledger – Receipts:
    Date, Receipt No, Paid, Interest, etc only shows on page 1. Would be much more user friendly if these headings repeated on each subsequent page.

    5 votes

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  7. Would be great to have Unit Entitlement merge fields to use generally but also on s184 certificates.

    5 votes

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  8. The ability to submit ballots via an oline voting option would be very useful whether it was for all owners or Committee only.

    5 votes

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  9. Whilst online voting is activated for general meetings, can we open it up to include Vote Outside Committee (VOC) meetings as these are frequent and common in QLD. It's essentially a voting paper that is just sent to the committee members to vote.

    Whilst we can manipulate Strata Master to use a general meeting template, we need it to appear on the portal under committee meetings (and be identified as such)

    5 votes

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  10. I think it would be great if you were given the option to choose a letter template when clicking the Word button on the lot owners card, rather than having to go through the mail merge function and select the one lot.

    5 votes

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  11. Mail Merge for Notice

    Mail Merge field for Notices & Minutes

    Please add an email merge field to accommodate all options set under the Notices > Notices & minutes delivery method i.e. owners, agent, different contact address. Currently can only accommodate owners, agents by two processes of emails. Would like to add email merge field of <<Notice_Email>>

    5 votes

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  12. Add Quick Payment search option via Quick Reports > Payments > Payment Type: Quick Payment and via Search/Edit Transactions > Type: Quick Payment.

    5 votes

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  13. There currently is a limitation (5) on the number of quote requests Strata Master allows you to enter.
    We would like the ability to either delete or add more than 5 quote requests.

    5 votes

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    Hi Supporters,

    We are currently gathering requirements for this feature.

    We will keep you posted on its progress!

    Kind Regards
    Amy

  14. It would assist if we can merge multiple diary entries under the one heading to keep the records together when multiple entries exist for one reason or another

    5 votes

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  15. It would be helpful if we can also upload photos similar to that of a work order. Also the ability to upload quotes or invoices when lodging the claim would also be helpful

    5 votes

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  16. When you click on Manage - Contacts and search for a real estate agent to edit, you need to scroll though. There should be an option to search key words to bring up the selected real estate.

    5 votes

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  17. Ability for the Audit Trail report to record any changes made to the insurance policy or coverage details in the corporation screen

    5 votes

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  18. Ability to add agency defaults for group reporting under Manage > AGM Preparation.

    5 votes

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  19. It would be helpful for quick reference if the plan and lot number (if applicable) was shown in the reference section of the diary records. This would save us having to open via the chain link

    5 votes

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  20. When creating an insurance claim, the user creating the claim should be listed on the form, and not just the manager.

    5 votes

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