Organisation Admin
Strata Master Integration
- What to do if a Creditor Is Inactive or not in Strata Master
- Strata Master Integration Wizard
- Configuring Strata Master Connect Users in Strata Master
- Launching Strata Master Connect from Strata Master
- Strata Master Integration Wizard
- Bank Account Balances: Admin, Capital Works, Available Cash, Investment and Reserve Funds
Communicating With Stakeholders
- Templates & Automations
- Update Organisation Branding
- Providing Access to Inspectors & Auditors
- Customise Invites for Guest Access
- How Service Providers are added to the Portal
- Customise Features by Role Types
Managing Work Requests
- View Billing Information for an Account
- View Scheduled Jobs, Inspections and Zoom Calls on the Calendar
- Work Order and Quote Request Custom Messages
- How to View the Voting Page
- New Work Request from External Users
- Maintenance Integration with Strata Master
Building Management
- Customise Features by Role Types
- Users Permissions
- Managing Contacts in the Building Profile Page
- Manage Noticeboard on the Buildings Page
- Enabling Building Inspectors Permission to Generate Reports
- Digital Noticeboards
Document Management
- Outlook Integration
- Bulk Download Documents for a Building
- SFTP Bulk Document Uploader Tool
- Outlook Integration
- Bulk Apply Suggested Files Names
- Bulk Update File Categories
Invoice Processing
- View & Manage Invoice Rules
- Use the Sub Role Filter to View Invoice Approvers
- Processing Failed and Re-exporting Invoices
- Upload and Export Building Rules
- Monitoring Invoice Processing
- Invoice Transaction Date
Profile & Organisation Settings
- Work Order and Quote Request Custom Messages
- Functions and Feature of the Billing Page
- How to Upload a Profile Photo
- Drill Into Analytics
- How to Use Analytics
- Custom Organisation URL