61 results found
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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
2 votesHi Supporters
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pop up notes
like to be able to add notes against properties/owners/tenants in fileSMART the same way there are notes that pop up in REST.
6 votesHi Supporters
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Warning email from Workflow Assist if it can't access inbox
The workflow assist component should send an email to the administrator if it is not able to access the inbox and process the invoices. That way we know when the invoice is not being paid and we can fix the problem before it is too late and we have to pay late fees.
5 votesHi Supporters
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improve search function
would be good to search by any word in a document
5 votesHi Supporters
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Archive by Creditor Code instead of name with fileSMART for StrataMaster
Instead of being able to find the creditor by code, we have to search by name which is the opposite when using fileSMART with REST and makes it confusing. I would like the Creditor field to be the Creditor CODE instead.
3 votesHi Supporters
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Databases
We are always growing our business and have purchased two further Strata Management companies. They are also using STRATA Master and file SMART. We want to bring all of the databases onto one server, but file SMART does not allow this.
3 votesHi Supporters
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MYOB Integration
Integration with MYOB for fileSMART
3 votesHi Supporters
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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.
3 votesHi Supporters
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reconfigure archive page layout
Because most scanned documents in FileSMART Archive are portrait A4, it would make more sense to maximise the layout of the screen area. By moving the “Workflow” section to be a vertical section, more of the A4 page could be displayed in the remaining space. You could possibly also have the “Document Data”, “Work History” and “Invoice” tabs all listed vertically underneath each other so you don’t have to click between them to see or enter the various information. Certainly having the Document Data and Invoice info on the same screen would be helpful. The best solution would be so…
4 votesHi Supporters
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invoice status moved to front screen
bring whether an invoice is on hold or to pay to the front screen instead of having to wait for it to be entered and uploaded before you can do this. If two different people do these separate jobs, we easily pay someone we shouldn't because it was entered in and the person does a payment run prior to remembering to go back into the system and marking it on hold.
4 votesHi Supporters
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ability to filter invoices by strata plan number
Within FileSMART for StrataMASTER Workflow (Strata Invoice Processing)
4 votesHi Supporters
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3 votes
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Remove prompt which tells you that your document has successfully printed
(not necessary and extra clicking)
2 votesHi Supporters
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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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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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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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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.
1 voteHi Supporters
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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.
1 voteHi Supporters
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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.
1 voteHi Supporters
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