61 results found
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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 votesHi Supporters
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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 voteHi Supporters
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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 votesHi Supporters
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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 votesHi Supporters
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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 votesHi Supporters
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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 filesmart2 votesHi Supporters
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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 votesHi Supporters
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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 votesHi Supporters
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improve search function
would be good to search by any word in a document
5 votesHi Supporters
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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 votesHi Supporters
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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 votesHi Supporters
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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 votesHi Supporters
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3 votes
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Remove prompt which tells you that your document has successfully printed
(not necessary and extra clicking)
2 votesHi Supporters
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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 votesHi Supporters
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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 votesHi Supporters
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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 votesHi Supporters
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ability to filter invoices by strata plan number
Within FileSMART for StrataMASTER Workflow (Strata Invoice Processing)
4 votesHi Supporters
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merge documents in workflow
would like to be able to merge documents in the Workflow part of fileSMART.
12 votesHi Supporters
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free text naming of docs loaded to portal
When making documents available on the portal, there should be a free text field enabling the naming of documents without having to load a portal description
11 votesHi Supporters
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