61 results found
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Searching documents when a creditor code has changed
When a creditor code is changed, this update is not repeated in the fileSMART database after a user prompt or done automatically. This can result in documents that were filed under the old code to not appear in a search unless the user knows to specifically look for them under the old details.
Would it be possible to enter the name of a creditor in the search and have the system find all the documents, perhaps if done by the unique record id for the creditor?
This would help users find any and all documents for those creditors even if…
4 votesHi Supporters,
Thank you for your support, unfortunately, your suggestion has failed to progress due to lack of activity.
We will be closing it, but we will reopen and merge your idea should it gather momentum in the future.
Thanks for supporting UserVoice!
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Keyboard Shortcuts
The lack of keyboard shortcuts should be addressed. I'm a power user and find it frustrating to have to use the mouse to merge/split/archive documents.
I know it's a minor thing, but the implementation of keyboard shortcuts from a programming perspective is also a minor change.
I understand a lot of people may not want or need to use keyboard shortcuts, but they should still be available for those of us that do.
Pretty please?
7 votesHi Supporters
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Colour Documents
We just have implemented FileSmart after using StrataMaster for a number of years.
I can't understand why the colour is stripped from the TIFF files when they are scanned/printed into the queue.
This is 2019, people. Black and white just doesn't cut it.
6 votesHi Supporters
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Automatically publish invoice to portal
Automatically publish invoice to owners' portal after archiving to File Smart instead of having to tick 'publish to portal' every time.
4 votesHi Supporters
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FileSMART Outlook Plugin - Causing confusion and archiving email/document
Query on whether Outlook plugin archiving the wrong document?
The open emails and use the fileSMART icon within the opened email to archive the file. Instead of archiving the open email, it archived any email that is selected in the inbox.
Please speak to product to find out if this is a bug or how it is designed.
It is happening to all users across three companies.
Spoke to Nik and it is designed to work from selecting from the Inbox/Folder location and not opening up the email and running the plugin (even though it is visible in the email.
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5 votesHi Supporters
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Categories
It would assist if we could simply reallocate between archive, lot owner and payments categories without having to send back through the workflow, archive or other and start the process over again in order to get it into the correct category
4 votesHi Supporters
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Add in an option for owner and tenant portals on workflow assist
With the processing of emails and invoices via workflow assist, can we get an option to add the invoices to the owner and/or tenant portals in the workflow routing rules so that option may automatically be set.
1 voteHi Supporters
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Report function for rejected workflow items
At the moment it is only possible to view rejected workflow items by changing the search filter.
Would it be possible to get a report and/or a daily function to email a report to a selected email address for the rejected workflow items so these can be better managed and viewed.
Not inding the filter that user friendly.8 votesHi Supporters
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Run File Smart PrintMail collations concurrently
Run File Smart PrintMail collations for 4 different REST databases and each collation requires different email settings (SMTP host, Reply To:, Send From:, and Sender Display).
Would like to be able to run these collations concurrently but at present have to run them consecutively which takes much more operator on-task time.
Currently, if the settings are changed for a new collation, they kick in for any emails in the current collation that are still to be sent to the SMTP host.2 votesHi Supporters
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Automatic saving of emails to fileSMART
An automatic pop up box linked to outlook for filing emails as they are being sent but with the option to disregard saving if they are internal emails or not specific property related.
17 votesHi Supporters
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Meeting Wizard - Notes
When fileSMART is integrated with STRATA Master to give the ability to auto save notes when archiving the Agendas and Minutes via Meeting Wizard.
4 votesHi Supporters
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Invoice coding
Would like the ability to code an invoice as a split payment /s i.e. for multi OC’s and/or multi coding – this has now been changed but still does not allow multi coding for multi OC’s as we need to have multi OC’s loaded and linked to the property
2 votesHi Supporters
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ABN Check
The ability to check ABN and GST registration from within fileSMART.
8 votesHi Supporters
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Commission field in Water invoice workflow
There should be a field where you can enter a % of commission charged when processing a water invoice in fileSMART Workflow.
1 voteHi Supporters
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Default the Pay Priority for different workflow types in FS
Default the Pay Priority for different workflow types in FS. Eg. All water invoices be marked as 'Must Pay' automatically.
1 voteHi Supporters
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Search by address in fileSMART for Strata Master instead of plan number
Search by address in fileSMART for Strata Master instead of plan number.
6 votesHi Supporters
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Archive by Creditor Code instead of name with fileSMART for StrataMaster
Instead of being able to find the creditor by code, we have to search by name which is the opposite when using fileSMART with REST and makes it confusing. I would like the Creditor field to be the Creditor CODE instead.
3 votesHi Supporters
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Databases
We are always growing our business and have purchased two further Strata Management companies. They are also using STRATA Master and file SMART. We want to bring all of the databases onto one server, but file SMART does not allow this.
3 votesHi Supporters
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New jobs in Workflow
Being able to set up new jobs in workflow to work the same way the water invoicing works i.e. being able to do the tenant and owner invoicing.
1 voteHi Supporters
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MYOB Integration
Integration with MYOB for fileSMART
3 votesHi Supporters
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