Online invoice approval
We have noted some other strata companies having following options where we were not yet offered by Rockend: approval of invoices online by the Treasurer.
Hi Supporters,
I am happy to let you know that your suggestion has been released!
Please refer to the latest Release Blog https://www.mrisoftware.com/au/blog/automate-your-invoice-approval-process-with-strata-master-v12-5/ for more information regarding this feature.
Please note you will need to upgrade to Strata Master Version 12.5 and File Smart Version 8 to use this feature.
Kind Regards
Amy Newmarch
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suzanne commented
The only problem we had trying to do that with our clients not all of them come back and approve it so it sits there for ages maybe on your system you could put if no response within 14 days the payment will be made?
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Kim Fenton commented
Just wondering is there any update with this? There has been significant support and its something that my clients are screaming out for.
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Kim Fenton commented
We have first hand use of the invoice portal through BC Max and also ELAP. Both of these are online invoice approval platforms allowing invoices to be loaded into a portal, the approvers (can be multiple layers - building manager, treasurer for eg) would receive an email to review and approve, once approved a notification would be sent to the 2nd approver to also review and approve. Once approved the AP team received notification that it was OK to proceed with payment. For full transparency we need a platform that allows electronic approval of invoices across multiple users if required - no more paper or manual emails. It also allows the approver to reject if the work has not been completed or price charged is incorrect. With all schemes trying to alleviate paper and be more efficient, an online approval portal is crucial.
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chad commented
I fully support this suggestion. An automated system for invoices (and approving minor repairs/quotes) would be great. Our Strata Support team spend a lot of time managing this process. I understand some of the other larger software providers already have this type of functionality whereby support staff upload PDF documents into a portal which automatically sends an email to the treasurer/committee advising them that items are awaiting approval. Once they access the portal and approve/hold/comment the system is updated and the strata support person is notified of the action. Something similar would be greatly appreciated...and allow us to focus time in other areas :-)
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AdminInsights Team (Admin, MRI Software) commented
Invoice Approval - there needs to be a simple way for owners to be able to approve invoices e.g. via the portal. This would limited the amount of emails our staff have to send in the first instance, then chance up, and then the e-mail back.
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AdminInsights Team (Admin, MRI Software) commented
Ability to committee receive invoices to approve & push back approval.
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AdminInsights Team (Admin, MRI Software) commented
It would be useful for maintenance requests and invoice approvals to happen on the portal, this would save the managers so much time.
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anita.reinecke commented
We totally agree, with the ever changing landscape of technology, it would be important for Strata to offer their body corporate clients the latest and best technology. The process for having invoices approved would be much smoother and easier if there was an option for all invoices awaiting approval to go into a workflow which allowed the Treasurer/ committee the ability to access and approve the invoices. I think it would be good if Strata Master could urgently focus some energy into this area as it plays an incredibly large part of a body corporate management companies day.
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Joshua Champion commented
I have seen this with many other strata companies and their websites. It would be great to have something akin to a Treasurer/Committee Invoice Approval Portal. Such as an Extra Tab on the Committee Portal labelled Invoices for Approval, which are obtained through fileSMART. Maybe through an extra Workflow process. I've also had many Owners ask me and other staff if the portal contains this function, over the year.
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AdminInsights Team (Admin, MRI Software) commented
We need to have something in SM or the portals for online voting. Even if this is started at committee level, this would save a lot of time for approving invoices, quotes etc. An app that comes up on peoples mobiles to try and get a response to save the Strata Manager time in having to chase that customer.
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AdminInsights Team (Admin, MRI Software) commented
Ability to approve invoices, work orders and quotes on the owners portal
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Tracey Hough commented
Allow committee members to receive invoices to approve & push back approval