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How to Setup and Use the Portfolio Check Overview Portfolio Checker displays a list of diary items and tasks that are due for individual property managers. The portfolio checks for tasks associated with the properties belonging to those property m...
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Last Updated: 14/07/2017
in Strata Master Common Questions Accounting for Prepaid Expenses and Accruals
Overview
In some cases, an invoice can be received and processed in the current financial period, however the expense may relate to a future financial period. E.G Insurance Premium – Cov...
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Adding a Global Comment to a Tenant Statement/Invoice
Overview
You may be required to add a global comment to appear on the bottom of your tenant statement/invoice.
This might include information such as the payment details (i.e.bsb a...
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Setting up Direct Connect Integration
How to set up
In order to utilise the Direct Connect add-on within Rest Professional it needs to be configured based on the account details issued by Direct Connect.
Go to Company Details, Cli...
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How to Reverse a Tenant Refund in REST Professional
Overview
A tenant refund can be reversed in REST, however you need to be mindful that the cancellation of the refund/disbursement will not reinstate the tenant card with the amounts nec...
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fileSMART Workflow Assist On Demand E-Learning
Watch this short video to learn all about utilising fileSMART Workflow Assist for REST Professional and STRATA Master.
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fileSMART for Property Managem...
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The Management Fees Collected Report Overview This report produces a list of properties and the fees and taxes taken in the chosen month, showing these figures exclusive of GST. It may be run for all managers, a particular manager or class of prop...
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REST Messenger Upgrade Instructions Prepare for the upgrade The download and installation of REST Messenger must be completed on the Windows Server where IIS is installed. Ensure you have upgraded to the latest version of REST Professi...
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How to Rectify a Creditor Payment Paid from Incorrect Property
Overview
You may have an instance where you have paid a creditor by EFT, Bpay or Cheque however it has been paid from the incorrect property.
In most instances, the credit...
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fileSMART for STRATA Master Workflow Assist Setup and Use Guide Overview fileSMART Workflow Assist is your automatic Assistant able to independently open your suppliers emails read the attachment for you and then process that attachment with...