Settings and activity
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33 votes
Ben O'Neill
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40 votesBen O'Neill
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12 votes
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An error occurred while saving the comment Ben O'Neill
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4 votes
An error occurred while saving the comment Ben O'Neill
commented
You can do this already. At first the GST box is greyed out but once you select the expense account (e.g. A/F - Cleaning), the box becomes enabled so you can edit the GST amount.
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4 votes
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An error occurred while saving the comment Ben O'Neill
commented
This is a good idea, but can be expanded to other document types also. Realistically, Rockend should implement client-side functionality that allows end users to customise the document types' visibility on the portal so we don't have to tick the box/choose the portal description each time.
E.g. You might create a document type called "Whatever", and then you should be able to configure that document type so all documents filed there are visible on the portal by default. There should be three portal options per document type - Yes, No, user-defined
Ben O'Neill
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4 votes
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Ben O'Neill
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2 votes
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An error occurred while saving the comment Ben O'Neill
commented
This needs to be higher and should have more votes. It's such a minor change but will have a big impact.
We don't need to be notified if a print is successful or not. The printer will tell us if there's an issue, and it's annoying to keep having to click OK to close the dialog box. This is an easy one.
Help me, Rockend. You're my only hope.
Ben O'Neill
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7 votes
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Ben O'Neill
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17 votes
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Ben O'Neill
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An error occurred while saving the comment Ben O'Neill
commented
Agreed. As soon as the invoice data is entered (and saved) into the Invoice tab in the workflow, a warning should be produced if a potential duplicate is being handled. This should be checked against entered/paid invoices in StrataMaster as well as any open workflows currently in FileSmart.
Warning us at the end of the line is "good", but the staff have already spent unnecessary time processing, checking and potentially approving the invoice when it could have been stopped earlier in the process.
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11 votes
An error occurred while saving the comment Ben O'Neill
commented
Yes, this should be done. I just added a very similar idea before I realised this had already been posted.
Ben O'Neill
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An error occurred while saving the comment Ben O'Neill
commented
Can we have the account balances for the investment accounts shown on the Bank Acct tab in StrataMaster?
The TOTAL investment amount is shown on the General tab but that's no use if you have more than one investment account.
We have to open a formatted report (Balance Sheet etc) to get the breakdown of the balances which is annoying. It's also a very first world problem but it is what it is.
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6 votes
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An error occurred while saving the comment Ben O'Neill
commented
Hi Ben,
fileSMART is able to handle colour documents and PDFs just fine. If you don't want your document converted into a black and white tif, just don't print it to the fileSMART Archive Printer. Instead, drag and drop the PDF into your pending queue directly, or alternatively use the import button to find a PDF that has been saved on your PC.
Ben O'Neill
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9 votes
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Ben O'Neill
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7 votes
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Ben O'Neill
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8 votes
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Ben O'Neill
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40 votesBen O'Neill
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7 votes
An error occurred while saving the comment Ben O'Neill
commented
This is an often-overlooked idea and concept.
The ABA files generated by StrataMaster should DEFINITELY include the invoice numbers so they can appear on the creditor bank statement.Ben O'Neill
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2 votes
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1 vote
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2 votes
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2 votes
Sweet baby Jesus this is an essential item. SOOOO often we get invoices scanned and a manager will want the quote attached, or some other document/approval/email and it means the entire process has to start again. If we could just add the additional document to the workflow document while it's still in the workflow would save SO much time.
Two years later...come on, Rockend.