61 results found
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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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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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allocate invoice credits in workflow
to be able to allocate invoice credits to water invoices when they are put through fileSMART Workflow. eg, if tenants pay water in advance, can't utilise the REST Owner and Tenant Water invoicing option
15 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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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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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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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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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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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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ABN Check
The ability to check ABN and GST registration from within fileSMART.
8 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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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/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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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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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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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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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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