10 results found
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BSB field
We have just updated our FileSmart and have noticed the new account name and number field.
Is there a reason why there is no BSB field?
It would be great to be able to do Quick Pays from FileSmart – however, we need a BSB field to do so.
2 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.
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Charge Owner Checkbox
Similar to the Multiple Dissections checkbox/text box, can there be a similar option for "Charge Owner" with a textbox where the authoriser/strata manager can enter the apartment number and any other useful information.
The FileSmart Creditor Invoices (FSCI) function in StrataMaster makes it super quick and easy to charge invoices out to an owner, but the instructions are very easily missed.
If you add a sticky note to the invoice, this may not be seen once the workflow is approved
If you add a comment to the workflow approval, this may also not be seen since that information isn't displayed…2 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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Printmail Collation Filters
Filters in email collations do not work as expected. For example, if you have a collation designed to send all tenants an email, but wish to break the job down to send by Manager then the filtering and selecting a manager and emailing will send emails as expected. However If you go back and edit the job filter to remove the initial manager and select a second manager the initial manager is not removed from the collation. Proceeding from this point would send emails to the tenants for the second manager as expected as well as the first manager who has already sent…
1 voteHi 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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Single archived copy of a document able to be collated for different contact types
Be able to send a copy of the Lease Agreement to the owner and the tenant. The way fileSMART PrintMail works now is I need two copies of the Lease Agreement archived as 2 different document types e.g Lease Agreement Owner, Lease Agreement Tenant. It would be good to be able to save the document just once as Lease Agreement and for fileSMART PrintMail to recognise that clients have collated it for one contact type, e.g. owner, but allow clients to collate the same document for a tenant. It could be useful for other documents as well – like Routine…
1 voteHi 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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auto archive
The fileSMART Auto Archive screen is too small to see the Archive Progress report. the long 'error' message displayed when should have been much simpler like '7 of your 535 documents couldn't be auto-archived. Please check your pending queue and refresh it if necessary.'
0 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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multiple invoice scanning
when entering multiple installments of council rates for example pls consider ability to only scan invoices once and be able to change the date
0 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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make it easy to import purchased buildings' info
When purchasing a building from another office using fileSMART, there should be an easy way to export the data from the source office into their fileSMART
1 voteHi 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.
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field in archive to populate via property name
ie, not just plan number. this would be logical to be same as strata master
0 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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completing work order and processing invoice should delete maintenance job
When selecting the option to complete and diarise the work order when processing the invoices through fileSMART workflow, it should delete the maintenance job in REST.
0 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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field for future due date
When using workflow, the 'date' section in the document data tab should act like a due date for invoices that don't need to be paid for a while. That way it doesn't have to be changed when the document is archived to make sure it is sent to the owner at eom.
0 votesHi Supporter,
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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