669 results found
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Delegated Functions Report - Interim Reports
Add the Delegated Functions Report to the Interim Reports list. This will allow for it to be automatically issued to the committee members via email or post.
2 votes -
Budgets - breakdown by month
I would like to be able to create a budget that breaks down the budgeted amount monthly. Currently only option is annually, as more larger plans are being built / registered, owners are requesting a monthly breakdown of expenditure, rather than a annual total.
8 votes -
diary screen - tracking number
The issue I have is that the diary screen provides a tracking number. When you open that doc, you then get three different numbers for the quote requests. The four requests have different numbers. When the contractor contacts me they quote the ref number on this screen but in order to find what they are talking about, I have to open all the documents on the previous screen and then look through. Very difficult. Would be easier if they all had one reference with perhaps a-1 2 3 for the various quote requests.
4 votes -
File Smart Creditor Invoice screen - more intuitive warning functionality
There is a problem with the display screen with the 3 ticks valid, warnings & invalid. To start if you just put a tick in invalid just to correct the invoices with issues, then if you also put a tick in 'warning' or 'valid' to bring up any other invoices so you can upload all the invoices at once, any changes you made in the invalid screen revert back to how they were before you corrected them.
As we normally upload over 100 invoices at a time we do really like to use the invalid & warnings screen so the…3 votes -
Diary Notes for multiple plans
Be able to print Diary Notes for multiple plan with chosen Manager
2 votes -
File Smart Creditor Invoicing - Add Credit Note
Ability to enter a credit note in FS - currently cant enter a negative invoice in FS.
4 votes -
Insurance Coverage
Ability to copy the existing coverage details to a new insurer
3 votes -
Lot Diary Charging
Would like to see charging from the lots diary. (at the moment it only works in the plan's diary). There is an increasing need to charge for tenants or lots owners direct for work performed by the agency. for e.g. issuing compliant notices. Understand how to get around this in SM at the moment but would add to efficiency if charges can be done when create the item in the lots diary.
4 votes -
Quick Reports - Levy Year column
In Quick Reports > Corporation, add an additional column to show either the levy year start and end dates.
2 votes -
Management Fee - report to show increments
Add an additional column to Quick Reports > Corporation > Show management fees that will show the increment date and the new rate which will be changed to.
2 votes -
GST REPORTING - BAS summary
When journals are processed to correct GST for an Revenue/Expense it creates the reversal in Income/Expense to offset. However, it would be a better option to create the reversal in the same Income/Expense on the GST Detail report to give the correct Sales/Purchases amount without the need for the BAS agent to adjust on the BAS summary.
4 votes -
Mail Merge- Add email merge field
MAIL MERGE - to add an email merge field to accommodate all options set under the Notices>Correspondence delivery method i.e. owners, agent, different contact address. Currently can only accommodate owners, agents by two processes of emails. Would like to have one generic email merge field of '<<CorrespondenceEmail>>
3 votes -
Creditor Credit Invoices
To clear a debit credit that has a zero balance is not possible currently, basically you have to pay the 0.01 to clear the debit credit
4 votes -
Header prints wrongly across all Landscape reports
Have just confirmed with support - the header for all landscape reports, can only print to portrait size. Please fix.
1 vote -
Mail Merge - send to email and physical address
Ability to send via mail merge to the residents to their email / physical address - not just the address of the lot.
3 votes -
Balance Sheet - option to show account codes
Ability with a tick option to include account codes in this report.
3 votes -
Creditor Invoice
Include a 'YEAR END' section at the bottom of the Creditor Screen near the Budget: and Total YTD area.
1 vote -
Budget to include GST on Special Levy
Currently when adding a Special Levy to a Budget for a GST Registered building, SM does not add the GST to the Special Levy in the Levy Calculation.
1 vote -
Meeting Wizard - Resolution options
Ability to alter the Resolved tick box to a drop down menu which can include Approved, Defeated, Lapsed, Withdrawn and Deferred
3 votes -
Tax Statement - ability to print part way through the tax year
Functionality to enable printing to tax statement part way through tax year or ability to enter date from and to.
3 votes
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