Settings and activity
81 results found
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11 votes
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11 votes
An error occurred while saving the comment Insights Team
commented
It does take time to print the business level, management statistic reports from quick reports. A high-level dashboard that can be flexible in what it displays would be useful.
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10 votes
An error occurred while saving the comment Insights Team
commented
There should be levels of access/authorisation like there is in REST. Some of the reports that you can pull off from SM are management statistic reports that not all members of staff need to see. If levels of access were developed for SM they would need to be more flexible than they are in REST as they are too restrictive.
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10 votes
An error occurred while saving the comment Insights Team
commented
Posting levies takes too long we have to batch it due to the volume of lots. Not only does it take a long time but our printers also do not have the memory capacity to deal with that amount of data.
An error occurred while saving the comment Insights Team
commented
Issuing of levies is far too slow. I currently have to process the levies in batches because if the process "falls over" it is too much work to try and work out at which point it went wrong. It also leaves that particular user not being able to use STRATA Master whilst the levies are being issued.
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1 vote
An error occurred while saving the comment Insights Team
commented
Would like more customisation abilities. I currently have two branches) but want more in the future, I cannot customise stationary or anything else with one database, I would need to purchase another database.
An error occurred while saving the comment Insights Team
commented
We currently have one database but two branches and potentially a third coming soon. We would like ability to customise buildings according to each branch and not have to buy separate databases for each office.
An error occurred while saving the comment Insights Team
commented
There needs to be better functionality for multi state buisnesses. We currently have to have more than one database which is costly. The software is not supporting out buisness to grow.
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2 votesInsights Team
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4 votesInsights Team
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6 votes
An error occurred while saving the comment Insights Team
commented
To enable the Levy Notice/Invoice hard-coded wording 'Cheques should be made payable to 'The Owners Corporation of SP xxxx' to be configurable with a tick option to display or not.
An error occurred while saving the comment Insights Team
commented
Levy Notices - please remove hard coded wording: 'Make cheques payable to.........' an option box to tick as required.
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7 votes
An error occurred while saving the comment Insights Team
commented
We would like the ability to change delivery method for notices from print over to e-mail in bulk rather than doing each individual owner separately.
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1 vote
An error occurred while saving the comment Insights Team
commented
Suggest that the levy address and the notices address should be separate on the strata/association roll, as these may differ. Also if there is an address for a real estate agent on the card to receive levies or correspondence, their email address should be shown if this is a service of notice address.
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3 votes
An error occurred while saving the comment Insights Team
commented
Configure meeting types.: currently we can't change.
Want to be able to create our own meeting type through configuration. There’s no option for AAGM or SCM. For meeting types of AAGM - adjourned Annual General Meeting and SCM - Strata Committee MeetingAn error occurred while saving the comment Insights Team
commented
Ability to create addition meeting types. Currently only AGM, GM and EC. Would like to be able to create others so they can be pre populated with motions rather than having to amend motions each time they have an inaugural meeting, as their "GM" template is currently set up for Special General Meetings which are different motions to an inaugural gen meeting.
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3 votes
An error occurred while saving the comment Insights Team
commented
Creditor Invoice Screen - please add display option of non-compliant when the creditor is entered in the creditor invoice screen
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2 votes
An error occurred while saving the comment Insights Team
commented
Receipting: I would like the DEFT reference number to display on the receipts screen when receipting to a lot.
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2 votesInsights Team
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2 votes
An error occurred while saving the comment Insights Team
commented
Enhancement in configure>debt recovery to add ability for a drop down to include a list of multiple templates to select for a stage.
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2 votes
An error occurred while saving the comment Insights Team
commented
Where additional addresses have been recorded for a building within Corp > Structure tab > Other Addresses. It would be great to allow for Quick Reports > Corporations to show the additional building addresses Currently Quick Reports will only show the address entered into the Corp > General tab
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3 votes
An error occurred while saving the comment Insights Team
commented
Quick Reports - it would be good to have the option to search Lots that have Interim Reports due.
An error occurred while saving the comment Insights Team
commented
Interim Reporting - to be able to run a report to show which plans are due for their interim reports to be produced. Maybe to have an extra column in Quick Reports to show the date they were last run.
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44 votes
An error occurred while saving the comment Insights Team
commented
Mail Merge - being able to send a mail merge letter to owners, residents and agents using the one mail merge pass. Suggest in the word document > Finish and Merge > send email messages > To: field (add a merge field called Email > then have a sub-menu with options you can check called "owner" "resident" "agent") so the user is not restricted to just being able to email the owner or the agent.
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8 votes
An error occurred while saving the comment Insights Team
commented
Reports ability to select multiple plans when printing a report.... eg balance sheet or I&E. This can be done via Reports > AGM Prep, however can only select either by manager, or plan range. I would like the ability to select certain plans, in the same way that certain lots can be selected when printing / emailing levies (ie. A grid with all of the plans and just select the plans the reports are required for).
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1 vote
An error occurred while saving the comment Insights Team
commented
Is there a way that we can improve this report so the there is a column for the creditor’s name? This would be very powerful, and I’m not sure why this report wouldn’t already have this. Thanks for your help.
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Can you please add an enhancement request to have the proxy register and meeting attendance register provide a space to input a substitute proxy in accordance with the new subscribed form: http://www8.austlii.edu.au/cgi-bin/viewdoc/au/legis/nsw/consol_reg/ssmr2016333/sch1.html