Strata Master Version 14.5 Release Notes
Feature Summary
Add attachments to Communications in Strata Master
Strata Master has been updated to allow the attachment of documents to the Levy Wizard and Miscellaneous Invoices in Strata Master. A new attachments selector is now available on the Levy Wizard Issue Levy Notices screen, Miscellaneous Invoice Screen, Multiple Miscellaneous Invoice Screen, Miscellaneous Invoice Multiple Dissections screen, and Submeter Invoice screen. This will allow the user to attach any pdf document to emails containing levy notices and invoices, assisting Users with streamlining their levy and invoice processes.
Miscellaneous Invoice - Multiple Dissections
Strata Master has been updated to allow users the ability to record multiple account codes against a single Miscellaneous Owner Invoice. This allows the user to create a single invoice for their owners but correctly allocate the revenue on their financial statements. In addition, this saves the User time by removing the need to create Multiple Owner invoices or manually journaling account balances.
MRI Strata Connect
Strata Master has been enhanced with further integrations to MRI Strata Connect. Users will now have the ability to access Strata Connect Reporting options from a quick launch icon within formatted reports or the Corporation screen. Users will now be able to access an MRI Strata Connect Contractor Profile from within the Creditor Contact Card as well as launch directly from the outstanding invoices tab. Users will gain the ability to view invoices in MRI Strata Connect directly from Quick Reports, and File Smart Users will have the ability to view levy notices that have been saved to file, directly in MRI Strata Connect.
Add a new Tradesman Wizard
Strata Master has been updated with a new tradesmen wizard, allowing users to update tradesmen preferences across their portfolio rather than manually. This new wizard will enable the User to select a Creditor, then select a preference status between Preferred, Contracted, and Excluded. The User will then apply this status to any/all plans in their portfolio.
Add a sensitive change alert to Strata Master
Strata Master will now provide a sensitive change alert to notify a designated User of sensitive changes made to the database. Users will be able to nominate an email address in Configure > Agency that will receive the alert when changes are made to creditor bank account information.
Professionals Standard Scheme
A new option is now available in Configure > Agency > Options #1 named 'Print PSS Disclosure' in both the Report Headings and the Agenda/Minutes Headings sections.
When both options are selected, the required disclosure statement for the Professionals Standards Legislation will be added to the footer of all Reports, Work Orders, Quote Requests, Agendas, and Minutes.
Levy Wizard Changes
The 'Print only' option has been re-introduced to the Levy Wizard. When this option is selected, levy notices will be printed for levy contacts who prefer the print delivery method.
New annual reporting for strata schemes in NSW
Strata Master has been updated to allow simplified reporting to meet the NSW Strata Hub reporting requirements commencing May 2022. Users will generate a formatted report displaying the critical information required by the NSW Strata Hub. Strata Master's Corporation screen has also been updated with some new data entry fields displayed in this report.
Charge Owner Workflow - Strata Master
An update has been made to the File Smart workflow process, allowing additional visibility for Users when on-charging an invoice to an owner. Users in File Smart now can flag an invoice with a 'charge to owner' checkbox in both Archive or Workflow mode. Users in Strata Master will then see this flag with any additional comments, letting them know to charge this invoice to the owner in the File Smart Creditor Invoice Screen.
Macquarie Direct Debit improvement
Macquarie Direct Debit within Strata Master has been updated to enhance the User experience while processing direct debits, including a new column indicator, an updated Direct Debit Message on the levy notice email template, and updates to provide Users with more information when an error message occurs.
The Levy Notice Email Template has been updated to reflect the Direct Debit Status of the lot owner, displaying a different message if no payment is required.
Bulk Communications Wizard Improvement
When emailing from the Bulk Communications Wizard, the recipient limit per Outlook message has been increased to 500.
Changes required to Status Certificates for Owners Corporation Act 2021 - VIC
The Section151 Status Certificate templates have been updated to reflect the new legislation in Victoria
Changes required due to the new Community Land Management Act 2021
A new Section 174 status certificate has been created to reflect the new Community Land Management Act 2021. There has also been a cosmetic update to the Statement of Key Financial Information to further reflect the new Act.
Update Levy Notices with Discounts
Levy Notices incorporating discounts have been updated to provide further clarity as to the dates and amounts due with a discount as well as without a discount.
Adjust Quorum Calculation for WA
The Quorum Calculation for Western Australian Strata Plans in Strata Master has been updated to reflect legislation. This includes updating the Meeting Attendance Register and Voting Register reports in Strata Master.
Adjust Quorum Calculation for QLD legislative changes
Strata Master has been updated to reflect a new quorum calculation for Queensland meetings using the Meeting Wizard. This update brings Strata Master meeting functionality in line with changes to Queensland Legislation.
Update Strata Master with new MRI branding images
MRI branding has been applied to deliver a fresher look when installing and logging into Strata Master.
Add new option to Quick Reports > Creditors
A new option has been added to the Quick Reports > Corporations tab to identify the tradesmen preferences for a particular creditor associated with one or more owners corporations. Users will now select a creditor from the drop-down menu to see their tradesmen preferences for that creditor across their portfolio.
Audit Trail - Agency
The Audit Trail Report has been updated to track agency and user details changes. These changes will appear on a new 'Agency' Data Item on the Audit Trail Report.
Provide improved banking integration with NZ Banks
Some improvements have been made to allow banking integration with ASB and ANZ NZ for New Zealand Strata Master Users. Users will now be able to process a bank download for both banks and pay creditors using the direct entry for those customers operating a single trust account.
Improve Strata Master Database Performance
Several changes have been made to the Strata Master database to improve performance.
File selection | ABA or NZ
NZ banking customers will now have the ability to select the type of payment file created in Accounting > Process Direct Entry Payments.
PSS tick box for levies
Users now have the ability to exclude levy notices from displaying the PSS disclosure.
What we fixed
Insurance | Runtime Error 5
An issue was identified where navigating between different plans on the insurance tab was causing a run time error. This issue has been resolved.
Double dot in emails to display as Invalid Email Address
An issue was identified where Email Addresses with multiple dots were not picked up as invalid email addresses. This issue has been resolved.
State-based Statement of Key Financial Information
An issue was identified where the Statement of Key Financial Information was displaying a reference to an incorrect Act. This issue has been resolved.
Delegated Functions Report | Creditor credit note considered a payment
Fixed an issue where Credit Notes provided to Contractors were being displayed incorrectly on the Delegated Functions Report. This issue has been resolved.
File Smart Creditor Invoice Screen | Checkbox removing comments
In certain circumstances, clicking the include checkbox within the File Smart Creditor Invoice screen was removing comments from an invoice. This issue has been resolved.
Error on trying to preview the meeting agenda of a Corp with double quotes in the name
In some instances, an error occurred when attempting to preview a plan for an owner's corporation that included a quotation mark in their owner's corporation name. This issue has been resolved.
Invoice Transaction Date Prompt appearing too early
Users were receiving a prompt for invoices being in a future financial year on the final day of the current financial year. This issue has been resolved.
Diary Time Charges | Incorrect User Rate
In some instances, the charge out rate for a User was displaying incorrectly when charging time on a diary entry created by another user. This issue has been resolved.
Remove Page Numbers of Agenda/Minutes Wizard
When producing an Agenda or Minutes through the Meeting Wizard, page numbers were displayed in both the right and left of the footer. This issue has been resolved.
Alphanumeric unit numbers are not displayed correctly in Meeting Master
Alphanumeric unit numbers were incorrectly displayed in Meeting Master. This issue has been resolved.
Legislation - Quorum calculation is incorrect for QLD
The Quorum Calculation for QLD based Strata Plans has been updated to reflect the new legislation. Updated areas include the Meeting Wizard, Meeting Master, Meeting Attendance Register and Voting Register.
Levy Wizard - Additional Contacts issue Levy Notices
When a Levy contact had a delivery method preference of Print, their additional contacts were receiving a copy of the levy notice via email using the wrong levy stationary. This issue has been resolved.
StrataVote meetings are appearing in Meeting Master
In some instances, StrataVote meetings were being synced to Meeting Master. This issue has been resolved.
Mandatory Audit calculation incorrect
The mandatory audit calculation in Quick Reports has been updated to more accurately reflect the legislation in determining NSW Strata Plans that require an audit.
Levy Wizard - Additional Contacts issue Levy Notices
When a Levy contact had a delivery method preference of Print, their additional contacts were receiving a copy of the levy notice via email using the wrong levy stationary. This issue has been resolved.
Levy Notice Update - Outstanding Invoices
Levy notices have been updated, providing an explanatory note next to the balance of Outstanding Owner Invoices. This note provides clarity for the Owner as to the total amount and due date of the invoices component included within their levy notice.
Online Voting Cut off Time
In some instances, an error was displayed in the meeting register when a meeting time was later than the cut-off time. This issue has been resolved.
ANZ Bpay artwork is not compliant
The ANZ Bpay Levy Notice has been updated to include the new Bpay Artwork as required for compliance with ANZ bank.
Outstanding Creditors Report discrepancy
The Outstanding Creditors Report was not displaying duplicated invoices. This issue has been resolved.
Levy Notices with additional contact printing separate PDFs
When printing Levy Notices using a PDF printer, individual PDFs were being created. This issue has been resolved.
Quick Work Order returning an Error
When MRI Strata Connect was configured for Repairs & Maintenance, the Quick Work Order Button on the toolbar was returning an error. This issue has been resolved.
CBA Default Logo and Footnote
The CBA Bpay Levy Notice has been updated to include the new Bpay Artwork and trademark footnote as required for compliance with CBA bank.
Direct Debit - Unit/Lot Columns
The Direct Debit Processing screen was displaying the Unit and Lot fields in the incorrect order when the Unit and Lot numbers were different. This issue has been resolved.
The number of active Users displayed incorrectly
An issue was identified where the number of active users was displayed incorrectly. This issue has been resolved.
Lot reference numbers cannot be over 10 digits for MBL
An update has been made to the lot reference numbers for Macquarie Bank customers. Users will no longer be able to enter a lot reference number in excess of 10 digits, to fall in line with reference number requirements from Macquarie.
Update Section 119 Certificate - ACT
An update has been made to the S119 Status certificate for ACT customers allowing various new merge fields to be used.
Levy Notices missing payment details
Under certain circumstances, levy notices were displayed without the payment slip. This issue has now been resolved.
Email Levy notices not saving to the Document Register
An issue was identified where emailed levy notices were not saved to the Strata Master Document Register. This issue has now been resolved.
StrataVote | The archived Meeting date showing instead of the meeting date
When archiving a meeting from StrataVote, the meeting date was displayed as the archive date of the meeting. This issue has been resolved. Release Notes 14.5.3
Outstanding Owner Invoices | Sub-meters
The Outstanding owner invoices report displayed historical sub-meter invoices. This issue has been resolved.
Strata Hub Report - AFSS date issued
A display issue with the AFSS issue date on the Strata Hub report was identified. This issue has now been resolved.
Management Fee | CPI Increase
The limit for CPI increases on Management Fees has been increased to 10.0 from 5.0.
Owner Invoicing | Agent Email
An issue was identified where the Owner invoices were sent to the Agent’s email address instead of the Real Estate Agent levy contact. This issue has now been resolved.
Print Levy Notices issued displayed the reprinted line
An issue was identified whereby the reprinted date on levy notices displayed the original issue date. This issue has now been resolved.
Run-time error '6' - Insurance Report
An issue was identified where the insurance report displayed an error for large coverage sums. This issue has now been resolved.
Management Fee | Printing & Posting Levy Notices Duplicated
An issue was identified where automatic management fees were double charged in Charge Quantity Management Fees for printed levy notices. This issue has now been resolved.
File Smart Version 9.0
Feature Summary
Charge Owner Workflow
An update has been made to the File Smart workflow process, allowing additional visibility for Users when on-charging an invoice to an owner. Users in File Smart now have the ability to flag an invoice with a ‘charge to owner’ checkbox in both Archive or Workflow mode. Users in Strata Master will then be able to see this flag with any additional comments, letting them know to charge this invoice to the owner in the File Smart Creditor Invoice Screen.
User Experience Improvements | Archive Queue
An improvement has been made to the File Smart Archive Pending Queue. Now when a document is archived, the next document in the pending queue will be selected by default, helping to streamline the archiving process.
MRI Branding
MRI branding has been applied to deliver a fresher look when installing and logging into File Smart.
File Smart Workflow | Improvements to the search functionality
File Smart has been updated to allow users with enhanced searching functionality within File Smart Workflow. Users will now be able to search using the Manager, Plan Number and Creditor filters for all users.
What we fixed
The SMTP server field length has been increased in Print Mail
The SMTP 'Server Name' field length has been increased in File Smart Print Mail to support longer API keys.
User Voice URL
The MRI User Voice option in the Help Menu in File Smart was navigating to an old URL. This issue has been resolved.
Creditor Field in File Smart
A bug has been fixed within workflow mode whereby the user would receive the ‘changing creditors’ prompt at the incorrect time. This prompt was causing inefficiency throughout the workflow process and has now been fixed.