17 results found
-
bpay payments
Filesmart should be able to identify if a creditor is setup in Strata Master to be paid via Bpay or not. This could then be shown when processing workflows so we don't have to refer to a list of who is paid via Bpay or EFT.
3 votes -
Searching in workflow
When searching in workflow for all users, it would be helpful to have the Contractor or invoice number visible. When chasing overdue invoices I have to scroll through a managers entire workflow to see if it is loaded for approval. Being able to list contractors or invoice numbers in order would save a lot of time.
5 votes -
Saving from outlook
I would be good if you could move the filesmart window when trying to save from outlook - most of the time it pops up in front of the information you need and it wont let you move it - have to write it down before you try to save it which is such a time waster.
6 votes -
Quote
Do not allow anything to be paid when the document type is set as Quotation.
4 votes -
Automatically Archive Issued Work Orders in fileSMART
When you save/issue a work order in strata master, it does not automatically archive into fileSMART. We should be able to do this as it is very time consuming having to go back and manually do this. It also becomes difficult when you need to go back and view a work order from a few years ago, if it has not been archived and your try to re-generate the work order from strata master, some of the details change (ie. the strata manager for the plan changes to the current strata manager, and not the manager at the time the…
7 votes -
Highlight Comment
When a document has been assigned to a staff member with a workflow comment, it would be helpful to have this highlighted. The comment section is quite small and occasionally instructions can be missed and the document filed without action.
2 votes -
secondary portal login
Is it possible to create the ability for a secondary p[ortal login for each strata lot? this would be useful for realestate agents (to get by-laws and other documents) as well as allow dual owners to access the lot and have an audit trail of who has requested changes to the contact info etc. in some cases where married owners split and it is not amicable we have had one owner go into the protal and update contact info so that the other owner is not aware and does not recevie levies etc.
2 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 -
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 -
Online Invoice
It would be beneficial if the approvers could view the instructions form the other approvers (assuming they have been submitted). We have our building managers as an 'approver' and it would be beneficial and more sensible if the treasurer (or any other approver) could see the instructions submitted by the Building Manager. If the BM has not approved the invoice, they make comments as to why and this is useful information for the treasurer. They would then submit a NO to pay and be aware of why it was not approved.
The Building Managers are the people on the ground…1 vote -
Option to re-arrange columns in List Tool
When using Search and looking through files, it will be useful for users to be able to alter the orders of the columns (in List Tool) and to have it permanently fixed to it's chosen position, without having it being reverted back to its original place when editing.
For example: I check invoices and amounts daily and would like to be able to re-arrange the columns, so I can see them without having to scroll from side to side to be able to look at them. I understand we can move them temporarily, unfortunately, as soon as we edit the…
4 votes -
Data entry - Overwriting information
When processing invoices in FileSmart each field requires you to delete the existing information then type it in (e.g. invoice number, amount,..). I believe this only changed with the upgrade of FS as it used to highlight all information when tapping into the next field and you could easily type it over.
Could we please change this again?3 votes -
Illumimate the work history tab in worflow to draw attention to the fact that there is a wrok history comment to look at
Please look at illuminating the work history tab in workflow when there is a comment to look at. Quite often the doc appears in workflow and it gets workflowed because there is nothing to indicate that there is a comment in work history to look at
3 votes -
Privilege Meetings - Do Not Show
With the number of plans having defect work, OC and committees are having meetings held under privilege but the developers are still owing in the complex. Currently we need to remove the plans ability to see meetings at all from their web login in case the developer see them. We also cannot allocate to the committee to view on the portal as they all appear in the list of meetings on the logins.
If we create the meeting through the meeting wizard, it shows on their web logins.1 vote -
screen receipt message
Screen receipt message - need a function/report that allows you to print out all messages (so you can delete invalid or expired messages) .
1 vote -
Insurance Claims - Ability to add attachments
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 -
Save diary notes for management fees to File Smart
When invoicing management fees, it would be beneficial to also save the diary notes as well as the invoices to file smart. Some of our BC's require the approval of invoices and request a copy of our diary notes in addition to our invoice. Currently I am separating the invoices from the invoices, scanning and filing to filesmart individually which is very time consuming.
3 votes
- Don't see your idea?