This category contains information pertaining to all menus related to financial reports in StrataMax.
Articles
Auditors Report
There are specific state requirements for auditing of trust or bank accounts, and below are steps to produce particular reports which may assist. Some states may require this report legislatively, whilst others may have the option to select whethe...
Figure Link Report
The instructions in this article relate to the Figure Link Report. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Figure Link Report produces a report of the linked acco...
Financial Compare
The instructions in this article relate to Financial Compare . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Financial Compare produces a comparative financial report for s...
Financial Statements Introduction Updated
The instructions in this article relate to Financial Statements. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Financial Overview Financial Statements are used primari...
Financial Statements
Producing a financial statement
Funds Management (NSW Only)
The instructions in this article relate to Funds Management. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Funds Management Report (Sec. 41 of the Property and Stock Agents Regul...
Interactive Reports
The instructions in this article relate to the Interactive Reports screen. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Interactive Reports has been designed to revi...
Master List A/c Group
The instructions in this article relate to Master List A/c Group. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Please note that Master List A/c Group as been removed from Str...
Master List Tax Report
Instructions in this article relates to the Master List Tax Code Report. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Please note that Master List Tax Code as been removed f...
Non-Mutual Income
Please note that these instructions relate to version 5.6.112 or lower. Instructions for StrataMax version 5.6.113 or higher please refer to Non-Mutual Income NEW.
Master List
The instructions in this article relate to Master List. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Please note that Master List has been removed from StrataMax Version 5.6...
Quick List
The instructions in this article relate to Quick Lists. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Quick Lists is a tool to access several data tables in StrataMax quic...
Local Transactions
The instructions in this article relate to Local Transaction . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Local Transactions has been designed for users to search tran...
Global Transactions
The instructions in this article relate to Global Transactions . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Global Transactions can be used to find specific transactions acro...
Transaction List
How to produce a general ledger transaction list.
Trial Balance
The instructions in this article relate to Trial Balance . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Trial Balance report will produce a standard trial balance rep...
Subscribed Reports
StrataMax has designed some reports that are not currently available from the interface however can be provided via email on a weekly basis on request. The reports use data from various areas of the systems with the purpose of providing an overvie...