Documents generated electronically, and incoming mail can be filed without printing a paper copy with File Smart and stored under a property or owners corporation. You can also complete this action from within Rest Professional and Strata Master, without ever having to exit your trust account software.
Once stored in File Smart, documents can be searched, retrieved, reviewed, printed, or sent whenever you need them.
Collate all of your landlord statements, along with the applicable invoices, and either email them or sort them and print them to be mailed.
Integrates with Rest Professional to automatically collate and send documents via print and/or email. Includes a wizard to simplify the End of Month process.
The File Smart Statements Wizard takes you through the statement run process step by step, making sure you get it right every time. With standard and optional user-defined steps, you can add and reorder to create your own workflow. The wizard makes sure you never miss a step in the process, even if you only do it once a month!
Uses advanced barcode scanning to automate invoicing workflow
Automatically pre-fills tenant water usage details when using water bills with QR codes
Integrates with Rest Professional and Strata Master to allow invoices to be created in bulk
Allows seamless integration between Microsoft Outlook and File Smart Archive to archive emails directly from Outlook