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As MRI Software moves toward implementing cloud-based solutions for our products, we will focus on improving system defects, staying compliant with legislative changes, and any required maintenance to ensure that File Smart continues to best support your business.

Your valuable feedback and suggestions will be used to develop new features and enhancements in Property Tree, MRI’s cloud-based property management software solution, which has been designed to make every part of your work life simpler, easier and faster.

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62 results found

  1. MYOB Integration

    Integration with MYOB for fileSMART

    3 votes
    0 comments  ·  Archiving  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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    Thank you for your suggestion!

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  2. Warning email from Workflow Assist if it can't access inbox

    The workflow assist component should send an email to the administrator if it is not able to access the inbox and process the invoices. That way we know when the invoice is not being paid and we can fix the problem before it is too late and we have to pay late fees.

    5 votes
    0 comments  ·  Workflow Assist  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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    Thank you for your suggestion!

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  3. Identify outgoing tenants in fileSMART Archive dropdowns

    There needs to be a way to differentiate between current and vacating tenants (not archived yet) when archiving in fileSMART. It would be great if there could be an * or something beside the vacating tenant so we don't have to check in REST.

    1 vote
    0 comments  ·  Archiving  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

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  4. Emailing documents from fileSMART Archive

    At the moment, the PDF attached has a series of letters and numbers as the name of the document. Can that be changed to something recognisable so we don't have to open the file to know what it is?

    9 votes
    3 comments  ·  Emailing  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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    Thank you for your suggestion!

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  5. Predictive text in fileSMART Archive

    When entering the creditor in fileSMART invoice processing workflow it sometimes assumes you are typing one creditor, when in fact you are entering a creditor with a similar name. When you go to change to the correct creditor it gives a warning about changing the creditor which is a time waster.

    10 votes
    2 comments  ·  Workflow  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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    Thank you for your suggestion!

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  6. Enter notes into workflow assist re invoice payment

    The user would like to be able to send a note when emailing invoices to workflow assist so that the user who processes the invoices in workflow knows when to put invoices on hold, or pay invoices in a certain way.

    6 votes
    0 comments  ·  Workflow Assist  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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    Thank you for your suggestion!

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  7. Other types of Files to Filesmart

    We get word docs as well as jpegs etc that need to go into Workflow assist.
    Some word docs are from creditors and they bounce. Unless we are watching and it flags it, we can overlook creditor invoices needing payment.
    We often have photos to be sent through that can be attached as well for a variety of reasons and would be great to be able to save a jpeg straight to filesmart

    2 votes
    0 comments  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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  8. accidental filing to wrong property

    items in filesmart can be accidently filed to other properties Property code and Property address should have a perfect match or it can't be filed.

    3 votes
    1 comment  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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    Thank you for your suggestion!

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  9. enable workflow to send invoices for committee approval

    workflow built in to automatically send invoices to strata committees for approval. This saves staff members so much time pushing documents from person to person.

    8 votes
    1 comment  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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  10. improve search function

    would be good to search by any word in a document

    5 votes
    1 comment  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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  11. reconfigure archive page layout

    Because most scanned documents in FileSMART Archive are portrait A4, it would make more sense to maximise the layout of the screen area. By moving the “Workflow” section to be a vertical section, more of the A4 page could be displayed in the remaining space. You could possibly also have the “Document Data”, “Work History” and “Invoice” tabs all listed vertically underneath each other so you don’t have to click between them to see or enter the various information. Certainly having the Document Data and Invoice info on the same screen would be helpful. The best solution would be so…

    4 votes
    0 comments  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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    Thank you for your suggestion!

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  12. pop up notes

    like to be able to add notes against properties/owners/tenants in fileSMART the same way there are notes that pop up in REST.

    6 votes
    1 comment  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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    Thank you for your suggestion!

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  13. security options in archiving

    allocating invoices in work flow requires administrator access (not always done by a manager), however this level of access also grants access to HR documentation.

    2 votes
    0 comments  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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    Thank you for your suggestion!

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  14. reorder documents in the pending queue

    3 votes
    0 comments  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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  15. Remove prompt which tells you that your document has successfully printed

    (not necessary and extra clicking)

    2 votes
    1 comment  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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    Thank you for your suggestion!

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  16. flag duplicate invoices in workflow

    for invoices coming into fileSMART Workflow through fS Workflow Assist, there are sometimes duplicates sent through but it isn't until the workflow is approved and the accountant sees it in STRATA Master that it is flagged as a possible duplicate. The process could be streamlined if these potential duplicates were flagged in the fileSMART Workflow Invoice tab so that the strata manager is aware and can investigate and reject the invoice if necessary, instead of approving it.

    17 votes
    2 comments  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  17. automated and intermittent clear of user licences

    an automated system within fileSMART that clears users licenses intermittently to stop people being stuck logged in.

    2 votes
    0 comments  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  18. invoice status moved to front screen

    bring whether an invoice is on hold or to pay to the front screen instead of having to wait for it to be entered and uploaded before you can do this. If two different people do these separate jobs, we easily pay someone we shouldn't because it was entered in and the person does a payment run prior to remembering to go back into the system and marking it on hold.

    4 votes
    0 comments  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  19. ability to filter invoices by strata plan number

    Within FileSMART for StrataMASTER Workflow (Strata Invoice Processing)

    4 votes
    0 comments  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

  20. merge documents in workflow

    would like to be able to merge documents in the Workflow part of fileSMART.

    12 votes
    2 comments  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

    Your suggestion will now be shared with the File Smart Community for votes and comments.

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