61 results found
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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.
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3 votes
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Water Corporation Download
Fix the water corp download so we can group print to FileSmart & fix it since they did their upgrade, my 2nd page is coming up black, so fixing that so I can go back to printing Directly to Filesmart
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Viewing filed documents
The window where you view your filed documents used to show the creditors name and then you could also see the description of that particular document. Now the columns have changed and you have to slide quite a way across to the right to be able to view the description in the notes column to find what you are looking for and then the date column disappears. It a case of slide left slide right just to be able to read the details and find what you are looking for. It is not a good change that has been made…
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committee invoice approval
Some of our committees want to approval all invoices except regular maintenenace.
When in Filesmart if you untick the box for committee approval and press save and then delegate the invoice to another team member, in our office it’s the admin team. Once it is delegated to admin the tick then re appears even though it was unticked and saved by the manager prior to delegating to admin.
once the tick is removed and save is pressed the tick should not come back once delegated to another team memebre.2 votesHi Supporters
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filesmart pin or lock system for sensitive documents
Hi there,
Can I please suggest for filesmart to implement to be able to be able to lock up a file with a four digit pin for sensitive information, or click on who can view certain files in filesmart? ..
Eg . .we had a tenant who was charged by police, my staff wanted to view their application in filesmart that had nothing to do with them.
Eg… if a staff member is a landlord and doesn’t want the rest of the staff to see their personal details…
Eg… if the local mayor is a landlord or tenant, their personal…
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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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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
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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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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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Remove prompt which tells you that your document has successfully printed
(not necessary and extra clicking)
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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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Recent Activity
On the left hand side column under the tabs, it would be good to have a "recent activity" category where the recent properties, owner or tenants you have been working on. There is a list of about 10 recent links you have been in, Its like a quick link where it takes you back to that property or owner etc. That way you don't have to keep typing in the address every time you go out of it.
1 vote -
filesmart document details
Currently when owners log into our web portal they see documents listed under heading i.e. minutes, financials etc. We don't have an option to put a description on it that actually shows on the owners web login so they need to search through multiple documents to find the actual one they want or need. Would be great to be able to have our office descriptions loaded into our side of Filesmart that also show on the portal for owners
1 vote -
Filter by the user that forwarded you the workflow
Filter option to include who forwarded you the workflow.
When approving invoices, it will be much quicker to only view a workflow forwarded to you from a particular user.
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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.
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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.
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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.
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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.
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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.
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