15 results found
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suspend debt recvoery for entire scheme up to 60 days
How can we suspend debt recovery for an entire scheme for 60 days as requested at their AGM without having to go into individual lot owners and putting them into payment plan?
1 voteGood Afternoon,
This feature already exists.
Unfortunately, I cannot find your email address in our system so that I can log a case for you.
Please email support@rockend.com.au and a member of the team will call you to discuss this issue.
Kind Regards
Amy -
payment plan search
When ticking payment plan on the debt recovery tab in the owners screen, this does not show in quick reports as being in payment plan when you search for debt recovery. How can we search for these people in payment plan?
1 voteGood Afternoon,
The payment plan option already exists in Strata Master.
Unfortunately, I cannot find your email address in our system so that I can log a case for you.
Please email support@rockend.com.au and a member of the team will call you to discuss this issue.
Kind Regards
Amy -
fileSMART Miscellaneous Invoices - Doc Type missing
Previously when automatically saving a misc invoice from strata to filesmart it would save in file smart with the doc type of Miscellaneous Invoice. However when we did an upgrade in March 2019 misc invoices are now saved with the doc type Misc Owner Invoice which does not come up as a doc type option when trying to search filed items in fileSMART. This needs to be rectified or the doc type that it is filed to needs to go back to how it was.
1 vote -
Reports on Portal
Our Council of Owners have requested the Balance Sheet be available on the Portal for viewing
1 voteHi Caryll,
Thank you for your suggestion!
We are happy to let you know that this functionality is already available in Strata Master.
For further details see the Knowledge Base video below
http://kb.rockend.com/help/communicator-manager-on-demand-webinar
Kind Regards
Amy -
communication wizard - email
"The communication wizard is really helpful but this would be even more helpful if you could e-mail all agents or all tenants. It would make our lives a lot easier"
3 votesHi Supporters,
Thank you for your suggestion! We are happy to let you know that this functionality is already available in Strata Master
Here are some notes which can be found within the Strata Master Help Guide:
The Communications Wizard has been enhanced to provide even more functionality when messaging contacts across your database, and includes the following features:
The new Bulk Email Wizard introduces the ability to email Owners, Tenants, Residents, Agents and Committees for single or multiple corporations.
Duplicate email address removal.
A preview screen to allow contacts to be sorted and viewed prior to sending the email.
A button on the Corporation screen to launch the new Bulk Email Wizard for single corporations.
Improvements to the SMS Wizard provides the ability to message multiple corporations, including duplicate mobile number removal.
Regards,
Customer Insights Team -
Debt Recovery - automated clearing process
Debt recovery should be more a more automated process. If an owner comes out of debt recovery it should automatically clear you shouldn't have to manually go in and clear debt recovery.
1 voteHi Supporters,
Thank you for your suggestion!
We are happy to let you know that this functionality is already available in Strata Master.
You can configure this in Configure > Debt Recovery an select ‘Automatically clear debt recovery when the owner settles debt and the balance is less than or equal to…’
For further details see the Knowledge Base article http://kb.rockend.com/help/staged-debt-recovery-setup-and-use-guide
Kind Regards
Amy -
Saving management fee invoices in FS
They don't want to print all the management fee invoices, but still want to save them to FS. The save option does not appear unless you tick the print option first. You should be able to save the invoices without printing them.
2 votesHi Supporters,
Thank you for your suggestion! We are happy to let you know that this functionality is already available in the current version Strata Master.
Regards,
Customer Insights Team -
Bulk email include owner's additional email address
When an owner doesn't have a primary email address in the main contact card but has a valid email address in the additional contact, bulk emailing doesn't pick up the additional email.
Also needs to send bulk email to all contacts in SM in 1 go without having to pick between Owners, Tenants, Agents....
1 voteHi Rachel,
When an owner has additional email address and you have ‘Include additional email addresses’ turned on in Agency > Configure > Option #3. When sending emails from Communications Wizard, additional contacts are currently included. In the next version of Strata Master, we will include the additional email contacts in the preview screen.
Regarding the ability to select multiple groups at the same time, I have added your support to the following suggestion https://rockend.uservoice.com/forums/331266-strata-master/suggestions/35888902-bulk-email-wizard-email-owners-tenants-and-agen
Kind Regards
Amy -
Charge Quantity Management Fees - ability to preview when required
We would like the ability to run a report to preview any charges sitting in charge quantity management fees for all plans
4 votesHi Supporters,
Thank you for your suggestion!
We are happy to let you know that this functionality is already available in Strata Master.
If you navigate to Accounting > Invoice Management Fees and then select the ‘Print Preview’ button this will produce a report that allows you to preview any charges that are waiting be charged for that month.
I hope this helps.
Kind Regards
Amy -
Annual notice of levies - additional debtor
Excluding additional debtors from receiving an annual notice of levies. Currently we are not able to deselect them from receiving the notices when printing all annual notices for a scheme, as they do not appear in the selection pane. Aside from wasting paper, this also charges a fee to the scheme for printing issuing the notice.
1 vote -
Debt Recovery - include miscellaneous invoices
I would like miscellaneous invoices that have been raised to show on debt recovery list
2 votesHi Supporters,
Thank you for your suggestion!
We are happy to let you know that this functionality is already available in Strata Master.
If you have chosen not to exclude Owner Invoices from arrears in Configure > Debt Recovery then they will be included in Debt Recovery.
I hope this helps.
Kind Regards
Amy -
Field for additional mobile number
Allow for 2 mobile number fields to accommodate for example husband and wife required. This is currently being input with M or W next to the person
2 votesHi Supporters,
Thank you for your suggestion!
We are happy to let you know that this functionality is already available in Strata Master.
When you edit the contact details of the owner at the bottom of the screen you will see an ‘Additional contact details’ section. This will allow you to add additional mobile numbers with the Type of ‘Mobile number’ and you can also enter their name into the Notes section.
Hope this helps!
Kind Regards
Amy -
Quick Reports Search option by Agents Lots
Quick Reports - Managed Lots by an Agent -To improve search option in the quick reports>Lots>adding ability to show Agents so only the records display with Lots where an Agent is linked or to add option to show managed lots for a particular Agent.
1 voteHi Supporters,
As Josh said to find out which Agents manage which Lots on which Strata Plan you can navigate to Quick Reports > Contacts > Show Agent Contacts.
You can perform this search for all plans, or you can filter via Manager or Plan Number.
Hope this helps.
Kind Regards
Amy -
Work Orders distribution
Being able to issue a work order to someone who is not already a creditor in our database (or at least a quote request) and they are sent a link in the e-mail where they have to upload all their licenses and insurance details which will get sent back to our office with their invoice/quote before they get paid.
1 vote -
Mail merge fields for BPAY and reference number
It would be useful if the BPAY biller code and reference number be made into mail-merge merge fields
0 votesHi Supporters,
Thank you for your suggestion! We are happy to let you know that this functionality is already available in Strata Master.
You will be able to find the merge field Biller_Code and DEFT_Reference_Number now available.
For further details please see the Knowledge Base or contact Support.
Regards,
Insights Team
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