Urbanise Strata Update (80)

Today's update completes the new BAS module for Australian customers, and adds a number of other features for all regions.


  • A new button on the Investment Accounts ledger to take you to the accounts management screen

  • A certificate can now be printed even if a disbursement item isn't configured

  • When creating a work order the 'on-site contact' details are now automatically inserted from the "Building Details" screen

  • The "User Profile" screen has been separated from the "User List" screen when configuring user groups

Usability Improvements

  • Creating a new record in any of the "Register" screens no longer opens a new tab

  • Filtering tasks by "Open" now shows tasks of all statuses that are not "Closed"

  • The "Bank Statement" screen is now easier to read where there are long transaction references

  • Several items have moved from the "Finance" menu to a new "Live Reports" menu

BAS (Australia)

Note: The ability to use the BAS Returns feature for other countries will be available in future releases.

The BAS Returns feature guides the user through the following stages:

  1. Prepare (review and select) properties to prepare for a specific BAS

  2. Review selected properties and drill down to transactions

  3. Generate files for selected properties

  4. Download BAS Summary and GST Summary files in .csv format. The downloaded files contain the relevant information required to complete the actual BAS Returns.

To get started, navigate to Finance > Global Functions > BAS Returns and follow the steps.

Step 1: To Prepare

When navigating to the BAS Returns screen for the first time, you will need to create a new BAS Return by specifying the BAS Period. To do this, select New > BAS Return in the main menu and select the period of the available options.

  • When a BAS Returns period is set, the system will automatically display all GST Registered properties due for BAS returns in the selected period based on property accounting settings. All properties will load with a default status of Pending. The following information will be automatically populated for each property:

- Property Name

- Plan Number

- BAS Method (Cash or Accrual, based on property accounting settings)

The following fields will be blank when the screen loads, and will need to be populated to proceed. This may be done manually or by uploading a .csv file containing the data using drag&drop functionality.

- DIN (Text input - ATO generated document number)

- Form (Drop-down selection - options are A, B, C, D, F, R or U)

- T7 (Amount - provided by ATO/Tax agent)

- T2 (Amount - provided by ATO/Tax agent)

  • Click on the pending items link to display a list of the properties. On this screen, you may opt to remove properties that should not be included in the specified BAS Return. If properties are removed in error, an option is available to restore removed properties to the list.

  • When all properties have been reviewed to ensure the data is correct, use the Process button to advance to the next step.

Step 2: In Progress

When navigating to Step 2, the properties selected in Step 1 will display in the list. Here, you will be able to:

  • View details of the transactions included in the BAS Return period and also in the previous period. The detailed transaction view provides the ability to Include, Defer or Exclude each transaction.

  • Generate the BAS Worksheet.

When all properties have been reviewed to ensure the data is correct, use the Move to Next Step button to proceed.

Step 3: Pending File Generation

When navigating to Step 3, the properties selected in Step 2 will display in the list, ready for file generation. Select the properties to finalise and use the Generate Files button to proceed.

Step 4:

When navigating to Step 4, the .csv files generated for properties selected in Step 3 will display in the list:

  • BAS Summary

  • GST Summary

Note: Each file contains all the property records included at the time of creating the files.

For more information on using the BAS Returns Feature please visit the FAQ.


  • [PHX-8021] - Deleting manually uploaded property files fails

  • [PHX-7974] - The file details page opened from the new Property Files is broken

  • [PHX-7973] - Work Orders > Cannot upload multiple files at once

  • [PHX-7965] - Finance > Petty Cash Ledger: when changing property data for previous property remains visible

  • [PHX-7964] - Task Details: The 'Notify user via email' checkbox does not appear sometimes

  • [PHX-7912] - Tab names changed and too long

  • [PHX-7832] - Property > Building Compliance: If compliance type is selected and not saved user is no longer able to add or edit it

  • [PHX-7768] - [Special Levy Import] No validation when importing a file with blank Description

  • [PHX-7258] - Resolve spelling errors on the Cheque Signature screen

  • [PHX-1523] - On Invoice processing each time user closes the select category without choosing a category, new row is added

  • [PHX-2045] - When initially open Email History screen the header columns are slightly displaced due to the scrollbar


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