Description

Type

Detail

Extend Work-list filter form to provide Creditor search for Strata documents.

Enhancement

A new filter has been added to the advanced section to allow Strata users to filter workflow by the creditor assigned to the document. The creditor field is available after selecting workflow type and responsible. Advanced search is not available if the backend is SQL Server 2005.

fileSMART now supports Office 2016.

Enhancement

fileSMART now supports Office 2016.

fileSMART views missing after upgrade to version 6 for some Strata clients.

Fix

 In certain cases the fileSMART views would disappear after an upgrade to version 6. This has now been fixed.

Console client was unable to add additional contacts email addresses in PrintMail after version 6 upgrade.

Fix

In certain circumstances Console clients were unable to add additional contacts email addresses in PrintMail after version 6 upgrade. This has now been fixed.

Slow response times when running a search in fileSMART for archived documents.

Fix

Client was seeing a slow response time when running a search in fileSMART Archived documents. This has now been fixed.

PrintMail default 'batch size' of 50 would cause problems while printing for some fileSMART PrintMail collations.

Fix

With some printer types the default 'batch size' of 50 would cause problems while printing for fileSMART PrintMail collations. The default value has now been changed to 1.

Incorrect message displayed, ‘Your fileSMART system is currently in Read only mode.  There is a problem with your system information.’

Fix

For some clients an incorrect message displayed, ‘Your fileSMART system is currently in Read only mode.  There is a problem with your system information.’ The error occurred when doing a subscription check this has now been fixed.

Jobs template in PrintMail is empty until the Edit button is selected for some clients.

Fix

For some clients the jobs template in PrintMail is empty until the Edit button is selected. This has now been fixed.

Email subject line greater than 100 characters causing an un handled exception.

Fix

Any emails received with a subject line greater than 100 characters was causing an un handled exception for Workflow Assist email processing. This issue has now been fixed.

Description

Type

Detail

fileSMART Workflow Assist IMAP connection failing to connect to Microsoft Exchange server.

 Fix

fileSMART Workflow Assist IMAP connection failing to connect to a Microsoft Exchange server. This has now been fixed.

List of manager mapping users shows only REST or STRATA users.

 Fix

List of manager mapping users shows only REST or Strata users that are property managers or Strata Managers. This issue has now been fixed.

Description

Type

Detail

fileSMART v6.5 Workflow Assist.

 Enhancement

fileSMART v6.5 release provide a completely new focus on the way a business receives invoices and documents from suppliers and distributes these invoices and documents around the business. The focus is to receive a document in a more efficient manner using email and documents attached to emails delivering those documents to the correct managers for processing and approval. From the time that the document is received by an agency to the time that it is finally archived in the database, fileSMART will manage the workflow of the document as it does today but dramatically improve productivity and efficiency.

The release will provide a solution for both STRATA Master and REST Professional respectively. fileSMART Workflow Assist will enhance the existing invoice handling and approval process with a completely electronic email solution. Users will be able to receive an invoice or document via email and send that invoice to the correct manager automatically. All the existing types of workflow remain intact just the way in which an invoice or document is received and then pushed to a user will be dramatically improved.

EFT QR Codes

 Enhancement

Rockend’s EFT QR Code specification will make automatic workflow for the vast majority of Creditor invoices possible. The Rockend EFT QR Code solution will complement the existing BPAY QR Code and barcoded workflow solution. The following features have be added to fileSMART. EFT QR Code scanning, REST EFT QR Code invoice processing and Strata EFT QR Code invoice processing.

Today’s date default

 Enhancement

A parameter has been added to switch on and off the option to default to today’s date when in workflow, rather than having to manually add the date each time. The parameter is available as a tick box at the bottom of the workflow screen.

Display Creditors ABN number in invoice tab

 Enhancement

fileSMART will now display the Creditors ABN number in the Invoice tab to allow added confirmation of correct creditor details for fileSMART Strata users while in workflow. When a Strata Master user has to confirm that the creditor is correct that can be an issue for creditor franchises such as Jim's Mowing where a number of the same creditors with the same business name can exist.

Task tray alert for open workflows

 Enhancement

For users that are logged into fileSMART a task tray icon will pop-up to display that a new workflow item is now in their workflow queue and requires action.

Portal description for Strata portals

 Enhancement

A new menu selection for Portal descriptions has been added in order to create portal descriptions for portal invoices and documents for Strata. The portal descriptions will then be available as a drop down menu selection in workflows.

fileSMART auto Archive logon screen changes

 Enhancement

All fileSMART auto Archive logon screens have now been changed to read 'fileSMART Auto Archive' not fileSMART Archive.

fileSMART workflow to display quote amount if available

 Enhancement

fileSMART workflow will now display a quote amount if available (if entered into REST) to appear at the time you enter invoice details in the invoice tab in workflow

fileSMART server install stops if installing to an existing fileSMART client workstation

 Enhancement

The server installer has been changed to check that there is no client only installation of fileSMART on the intended installation machine. If there is a client only installation the installation process will stop and show a message to the user that this is a client fileSMART workstation and not a fileSMART server.

Slow response times when searching for documents in fileSMART

 Fix

New indexes have been added to improve the slow response times one particular customer had encountered when searching through their fileSMART data.

Changes to the fileSMART client discovery service.

 Fix

Changes have been made to the fileSMART client discovery service. Discovery service has been improved to allow for discovery of different network types.

In some circumstances making changes to PrintMail contacts produced the following error "An error occurred executing the command definition".

In some circumstances making changes to PrintMail contacts produced the following error "An error occurred executing the command definition". This has now been fixed