669 results found
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Creditor Invoicing - ability to select balance sheet codes
Ability to select a balance sheet GL code other than an expense code to creditor invoices.
4 votes -
Corporation screen pop up alerts
Add Building alerts to signal users that there is important information regarding the building. The funcitonlaity was available in Stratamatic and the alert was displayed in these areas; General Alert, Admin Alert, Accounts Alert, Management Alert, Maintenance Alert. STRATA Master currently has building notes but the Alerts act as pop-up messages.
7 votes -
Manual Bank Reconciliation - date selection to be more user friendly
I would like a more user friendly way of selecting the date in the manual bank reconciliation screen
6 votes -
Search/Edit Transactions - option to hide unmanaged plans
When entering a code only and searching all paid under said code, all plans list even if they are not managed.
We would like the option to be able to hide unmanaged plans transactions.
2 votes -
Debt Recovery - reject levy receipts
Ability to configure option to reject levy receipts when lot is in any stage of debt recovery.
2 votes -
Quick Reports - Debt Recovery reporting options
We request a new field in the Stage drop down menu for “None” under the Quick reports > Lots > Debt Recovery
This will assist in sorting through owners who may have been missed or excluded from Debt Recovery at a stage of issuing the notices.
2 votes -
Email Annual Levy Notice description
We feel as though the annual notice of levies email subject line should read similar as the standard levy notice (noting the plan and lot number its being sent to).
2 votes -
QUICK/FORM REPORTS - INVESTMENT ACCOUNTS
There is nowhere in STRATA Master to manage term deposits. You can't see the total, you cant see the term, you cant see the interest rate, you cant see the expiry date. It's very annoying that an accounting package doesn't have this option. We currently have to use the notes tab on the front of building card to remind us about the term deposits.
3 votes -
Owner Portals - Payment function
It would be useful if there was a way for clients to access direct payment facilities through their portal login.
2 votes -
Financial Reports - year selection options
When you print reports from STRATA Master it would be great to be able to select current financial year or last financial year.
2 votes -
NZ BANK ACCOUNTS
In NZ you can either have a contingency fund, a long term maintenance fund or both. You can't configure per plan, only per agency. We are having to export the reports out to excel, re-do and then print back to PDF again to ensure they are recorded as the correct fund names. The legislation in NZ is also changing and it is believed it will make it a requirement to have both long term maintenance fund and a contingency fund.
3 votes -
Corporation Notes - add column in Quick Notes
To add to the quick reports>corp>configure columns>add "notes" to report on. This customer has had the SM subs cancelled and can no longer access the security numbers under notes to a plan.
2 votes -
Quick Reports - description column for Payments
Please add a 'description' field in Quick reports > Payments so we can see more detail for any Quick Payments processed.
2 votes -
Status Certificate - Levy description merge field
If we could have the option to change the merge field for the levy description on the status certificates to read the description entered for said levy rather than the system generated levy period dates. Eg. If we make the due date 10th June 2018 the levy period on the certificate will read the quarter date commencing 10th Jun and not 1st June to 31st Aug
Now that we must provide 30 days’ notice, if a new levy year is determined at a meeting held close to the next levy, we have been manually changing the due date for the…
2 votes -
GST Report for unregistered plans
A report showing any plans that aren't registered for GST that have a GST balance on the balance sheet.
2 votes -
Exporting BAS Report Summary
Option to include GST payable by admin/sinking fund (from GST Report).
2 votes -
Unreconciled GST Report
A report showing any plans unreconciled GST (possibly with a criteria able to be set of a certain amount)
2 votes -
Folder Mapping - saving from Strata Master to File Smart
Ability to change the mapping folder of documents automatically archived from Strata Master to File Smart
2 votes -
Delete Creditors
Ability to delete creditors instead of making inactive
2 votes -
Insurance - Editing insurers
if the current insurer is edited with open claims will change the history and applies the new insurer to these open claims. Should have an option with warning not to do this.
3 votes
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