-
How to Print a Schedule of Management Fees for an Individual Corporation
Option 1:
Select: Corporation > Management Fees (F11) > Print
Option 2:
Quick Reports > Select Corporation> Output options – Show Management Fees > Fee Code...
-
What to do if a balance sheet is not balancing
-
Checklist - New Plan Not Managed Things to check if a plan is not showing as managed and it should be: Check that a bank account has been assigned. In the “Corp” screen, Bank Acct tab, under the field “Main Bank Account”. Ensure that a...
-
fileSMART Outlook Add-in - Installation and User Guide
This document covers the use of the fileSMART Outlook Add-in, introduced as a new feature in fileSMART version 4.0 The plugin provides seamless integration between Microsoft® Outlook®...
-
STRATA Master Version 7.5.7 Release Notes
Other Changes
Work Order / Quote Request Formatting
Where the option in Agency configuration to Pr...
-
Clear Duplicate Statements from fileSMART Printmail
If you have accidentally printed your statements or other documents to Printmail more than once, these will appear as duplicates when they are attached to your email run and you will rec...
-
fileSMART Backups Overview As part of your disaster recovery plan, it is essential that you perform regular backups of your fileSMART system so that Rockend and/or your IT technicians can restore your data and get you operational in the quickest p...
-
Archiving a Document for an Inactive Property
To archive a document to an inactive property, select the 'Inactive' option from the dropdown box at the bottom of the Archive Labels View.
Enter the archive label information as p...
-
How to Create a New Job in fileSMART PrintMail
Click on the Jobs button.
Click on the New Button up the top centre of the screen.
Type the name of the job template into the Description field e.g. 'Inspection reports' (this descripti...
-
Interim Reports – Not All Plans Are Printing Menu: Reports > Interim Reports If the system is not picking up certain strata plans there are a few items you can check which may be preventing the reports being included in a bulk run. Repor...