Auto-Archiving Documents From Strata Master
Report Options
Where ever you see the check box named Save report or Save notices to file on screen in Strata Master this means that you are able to automatically archive a copy of the document in File Smart.
Users with permission in File Smart to publish documents to the portal will be prompted to select whether the document should be published to the portal. The publishing options will be Owner, Executive, both or none.
Listed below is a guide as to the folders in which the reports are saved, and any notes which are included when archiving the documents.
See this article for more information on Strata Master & fileSMART Integration "Conversion from the Internal Document Register"
Strata Master Functionality | Folder in File Smart | Doc Type in File Smart | Default Portal Description | Notes Included When Archiving |
Levy Processing > Print Levy Notices | Individual Lots | Levy Notice | Month-YYYY e.g. March 2016 | Delivery Method = Printed |
Levy Processing > Email Levy Notices | Individual Lots | Levy Notice | Month-YYYY e.g. March 2016 | Delivery Method = Email, and the recipients email address |
Levy Processing > Issue Invoices | Individual Lots | Levy Notice | Month-YYYY e.g. March 2016 | Owner Invoice |
Levy Processing > Issue Submeter Invoices Accounting > Submeter Invoicing | Individual Lots | Levy Notice | Month-YYYY e.g. March 2016 | Owner Invoice |
Levy Processing > Debt Recovery | Individual Lots | Levy Notice | Stage Name e.g. Stage-1 | |
Levy Wizard > Issue Individual Statement | Individual Lots | Levy Statement | ||
Reports > AGM Preparation | Owners Corp | AGM Reports | Financial Reports to Month YYYY | FYto201207 (where the year-end is 30/06/2017) |
Reports > Interim Reporting | Owners Corp | Interim Reports | Interim Reports to Month YYYY | |
Reports > Tax Reports | Owners Corp | Tax Reports | Tax Report for YYYY | Tax Report for 2017 (where the year selected is 2017) |
Wizards > Bulk Bank Reconciliation | Owners Corp | Bank Reconciliation | operating Account or Investment Account | |
Wizards > bank Statement Filing | Owners Corp | Bank Statements | Operating Account - Month YYYY or Investment Account - Month YYYY | Month of Statement and Operating or Investment depending of the selection in the wizard |
Meetings > Agenda Wizard | Owners Corp | User selects from document types in Owners Corp folder | User selects portal description as setup in fileSMART | |
Meetings > Minute Wizard | Owners Corp | User selects from document types in Owners Corp folder | User selects portal description as setup in fileSMART | |
Reports > GST Reports | Owners Corp | Business Activity Statement | Report Period e.g. 01/07/2016 - 31/09/2016 | |
Accounting > Opening Balance Entry | Owners Corp | Opening Balances | ||
Accounting > Invoice Management Fees | Payments / Maintenance | Invoices | Month - YYYY e.g. September 2016 | Management_Fee_Invoice_Month |