The videos in this article relate to creditors and payments. These include topics such as creditor maintenance, payments management, payment processing, and more.
Creditor Invoices: Work Queues to Transactions (30 mins)
This session, delivered in August 2026, covered the new Creditor Invoices areas, including the refreshed interface, Preview and Work Queues, DocMax invoice processing, Bill to Debtor, old-year date processing, document linking, transaction editing and when to use the relevant search screens for corrections or payment reversals.
Creditor Invoices Through to Payment (35 mins)
Delivered in September 2026, this session outlines the auto-create all option available in Creditor Invoice Work Queues and delivers scenarios for creating urgent payments, refunding a lot account using an agent contact and billing to debtor with the use of Manual Entry. Search Creditor Invoice Items is also included with a few searches that deliver results on invoices loaded for more than 30 days, unpaid invoices and what is available to edit and when to reverse an invoice. To finalise the session, Payments and EFT Manager are included, with resending remittance advice from Payments Management.
New Creditor Invoices (29 minutes)
This webinar is a preview of the new creditor invoices areas. Take a look at the Work Queues and the ability to create invoices directly from DocMax. From there, the new Creditor Invoices Work Queues and Creditor Invoices (Preview) are reviewed, including processing with the Auto Create All option. Editing transactions from all three areas in StrataMax is also explained, and how to reverse & recreate and reverse.
Creditor Maintenance & Account Maintenance
This video is a recording of the monthly webinar that was delivered in February 2024. Get up to speed on the new Account Maintenance and Creditor Maintenance menus, including their most recent enhancements. Both areas were completely overhauled at the very beginning of 2024, so this is your chance to see the full capabilities of these two new menus.
Invoice Hub Approval Process Video (22 minutes)
This video is a recording of the webinar delivered in February 2026 and covers the online invoice approval process for committee members who have been set up to approve invoices.
Payment Entry Video
This is a recording of the monthly webinar, delivered in April 2024, covering the process for using Payment Entry to assist with payments for Owner / Second Debtor reimbursements or refunds, Creditor part payments and Direct Debits, plus notes on Remittance Advice.