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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. 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

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    1 comment  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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  2. 3 votes

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    Ready for Votes  ·  Biancha responded

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  3. 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

    2 votes

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    1 comment  ·  Archiving  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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  4. 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…

    2 votes

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    0 comments  ·  Searching  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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  5. 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 votes

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    0 comments  ·  Workflow  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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  6. 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…

    2 votes

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    0 comments  ·  Searching  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

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  7. 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 votes

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    1 comment  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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  8. 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

    2 votes

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    1 comment  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

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  9. 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

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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

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  10. 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

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    Ready for Votes  ·  Biancha responded

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  11. 2 votes

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    1 comment  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

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

    2 votes

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    Ready for Votes  ·  Biancha responded

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  13. When in Task Manager, you should have the option on the heading of "Property" to click and organize your property Suburbs into alphabetical order.
    You have options already under Contact and Subject/Date only.
    This means you can focus and make calls in one suburb only. At the moment you need to hunt through manually to find contacts in each suburb.

    1 vote

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  14. 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

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    0 comments  ·  Workflow Assist  ·  Admin →
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  15. 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

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  16. 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.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

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  17. 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.

    1 vote

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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

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  18. There should be a field where you can enter a % of commission charged when processing a water invoice in fileSMART Workflow.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

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  19. Default the Pay Priority for different workflow types in FS. Eg. All water invoices be marked as 'Must Pay' automatically.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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    Ready for Votes  ·  Biancha responded

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  20. 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.

    1 vote

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    0 comments  ·  Workflow  ·  Admin →
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    Ready for Votes  ·  Biancha responded

    Hi Supporters

    Thank you for your suggestion!

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