61 results found
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Recent Activity
On the left hand side column under the tabs, it would be good to have a "recent activity" category where the recent properties, owner or tenants you have been working on. There is a list of about 10 recent links you have been in, Its like a quick link where it takes you back to that property or owner etc. That way you don't have to keep typing in the address every time you go out of it.
1 vote -
filesmart document details
Currently when owners log into our web portal they see documents listed under heading i.e. minutes, financials etc. We don't have an option to put a description on it that actually shows on the owners web login so they need to search through multiple documents to find the actual one they want or need. Would be great to be able to have our office descriptions loaded into our side of Filesmart that also show on the portal for owners
1 vote -
Water Corporation Download
Fix the water corp download so we can group print to FileSmart & fix it since they did their upgrade, my 2nd page is coming up black, so fixing that so I can go back to printing Directly to Filesmart
2 votesHi Supporters
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Filter - items that you have already delegated
Filter option so that you are able to see what you have delegated to other users. This can be because you have made an error and wish to fix before the new user views the document.
Or for invoices, a user can forget if they have already delegated a particular workflow and would like to check as it may need to be redone again.3 votesHi Supporters
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Filter - Creditor Strata Invoice Processing
Filter option under the creditor dropdown should only show creditors that have a pending workflow rather than the entire list to be populated.
4 votesHi Supporters
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Filter by the user that forwarded you the workflow
Filter option to include who forwarded you the workflow.
When approving invoices, it will be much quicker to only view a workflow forwarded to you from a particular user.
1 voteHi Supporters
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Double click to pop out
We'd like to be able to double click on an archived item so it pops out in a separate window. This way, we don't have to go back and forth between documents or even to have multiple windows opened.
5 votesHi Supporters
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Viewing filed documents
The window where you view your filed documents used to show the creditors name and then you could also see the description of that particular document. Now the columns have changed and you have to slide quite a way across to the right to be able to view the description in the notes column to find what you are looking for and then the date column disappears. It a case of slide left slide right just to be able to read the details and find what you are looking for. It is not a good change that has been made…
2 votesHi Supporters
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Viewing filed documents
The window where you view your filed documents used to show the creditors name and then you could also see the description of that particular document. Now the columns have changed and you have to slide quite a way across to the right to be able to view the description in the notes column to find what you are looking for and then the date column disappears. It a case of slide left slide right just to be able to read the details and find what you are looking for. It is not a good change that has been made…
0 votesHi Supporters
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committee invoice approval
Some of our committees want to approval all invoices except regular maintenenace.
When in Filesmart if you untick the box for committee approval and press save and then delegate the invoice to another team member, in our office it’s the admin team. Once it is delegated to admin the tick then re appears even though it was unticked and saved by the manager prior to delegating to admin.
once the tick is removed and save is pressed the tick should not come back once delegated to another team memebre.2 votesHi Supporters
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Display payment method when paying an invoice
Once an invoice has been work flowed and a creditor selected, we would like to be able to see the payment method that is entered into REST to alleviate incorrect reference being used.
8 votesHi Supporters
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Workflow Comments
I would like to see a feature that allows workflow items with comments to be highlighted.
3 votesHi Supporters
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Remote Access for Search Agents
It would be helpful to have a portal so that search agents can log in and do their searches remotely. Our usual process has in the past been to have the search agent come into the office and use a staff members desktop to search the records.
Searching of records was made very difficult as many businesses transitioned to working from home during covid-19.
We had a search agent come in this morning, who advised that all our competitors have a portal that they can log into (we are the only company in our area that uses rockend)
3 votesHi Supporters
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lot search
When searching Individual Lots in FileSmart and entering the lot number that you want to look at example Lot 7, all lot numbers that contain the number 7 come up eg: 17, 27, 37, etc
Can we make it so that when you enter the lot number that you want to search under the individual strata plan only that lot number comes up .7 votesHi Supporters
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filesmart pin or lock system for sensitive documents
Hi there,
Can I please suggest for filesmart to implement to be able to be able to lock up a file with a four digit pin for sensitive information, or click on who can view certain files in filesmart? ..
Eg . .we had a tenant who was charged by police, my staff wanted to view their application in filesmart that had nothing to do with them.
Eg… if a staff member is a landlord and doesn’t want the rest of the staff to see their personal details…
Eg… if the local mayor is a landlord or tenant, their personal…
2 votesHi Supporters
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Select page range for printing
When printing a document from FileSmart, you should be able to select a page range for the print job. Right now you can only print the entire document.
This would be acceptable for freeware; not for a commercial application. If we have a 100 page document, it should be a no-brainer that we have the ability to print a single page, or a range of pages from that 100 page document.
4 votesHi Supporters
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FileSmart/Workflow Permissions
This is quite vague, may not garner any votes because there's no immediate benefit, but is something that should be looked at.
FileSmart permissions. They're FAR too basic. We wanted to extend to our Accounts Payable staff the ability to search through another user's Workflow queue to look for invoices. In order to do this, I had to give that Accounts Payable staff member ADMIN access. This means they can delete documents, users, passwords etc - all so they can look at someone's queue.
There should also be the ability to filter permissions based on the document type, specifically for…
7 votesHi Supporters
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9 votes
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Pending Queue Document Selection
The pending queue. After you file a document, the next-selected document should be the one underneath (or, in the case where you file the bottom-most file, the document above it). Instead, no matter where you are in your queue, after you file a document the next selection reverts to the top of the queue.
9 votesHi Supporters
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Show 'actioned by' name in My queue
Have an actioned by column in the 'My queue' to identitfy who has work flowed to you without having to look at the individual work flow details for each item
7 votesHi Supporters
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