3 results found
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workflow search
When in filesmart workflow. It would be helpful if there was a search function to limit what shows to individual properties.
Search by OC number
17 votesGood Afternoon Supporters,
Thank you for voting for the suggestion in File Smart for a Workflow Search. Did you know that when in Workflow, if you select the filter button, and then select a workflow type e.g. ‘Strata Invoice Processing’ you are then able to filter by Manager, Plan Number and Creditor?
Kind Regards
Amy -
OCR automatic data entry of invoice details
OCR ability to automatically detect plan number, invoice number and other details. To minimise manual Data entry of invoices.
1 vote -
save info to archive
It would be helpful to be able to save information to Filesmart to archived tenants etc.
0 votes
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