Invoices & Payments

This category contains information pertaining to all menus related to creditor commitments/invoices in StrataMax.

Articles

Bank Account Change Approval Process
The instructions in this article relate to the Contact Bank Account Approval process and how to configure the Dashboard and settings.  The Contact Bank Account Approval offers optional workflow for management of Creditor / Contact Bank Accounts e...
Cheques Printing
The instructions in this article relate to Cheques Printing .  The icon may be located on Manage your  StrataMax Desktop  or found using the  StrataMax Search . Cheques Printing  icon is to be used ...
Creditor and Payments Configuration
This article covers the two configuration options for Creditor Invoices and for Document Attachment. These settings should be reviewed prior to entering invoices for the first time. The Document Attachment configuration settings is to set the app...
Creditor Invoices
Instructions in this article relate to Creditor Invoices. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . New Creditor Invoices There are several steps that are required fr...
Creditors Management
The instructions in this article relate to Creditors Management .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Creditors Management icon is for previewing Creditor Invoice ...
EFT Manager
The instructions in this article relate to EFT Manager.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . When an EFT payment has been created through Payments , a "batch" is ready to b...
MultiPay Creditors
The functionality for this area is designed to raise an invoice for the same creditor across multiple buildings and is accessed via Reports / Utlities Global  via the Utilities option and is referred to as MultiPay Creditors. ...
Payments Management
Payments Management provides a centralised area to both review and manage payments, as well as reverse.
Payment Entry
Payment Entry provides an easy method to manage a one off creditor payment which may need to be paid urgently.
Payments
The instructions in this article relate to Payments .  The icon may be located on your StrataMax Desktop  and in GLMax or found using the StrataMax Search . The Payments  icon is used to create payments that have been sa...
Payments | FAQ
The below page includes some of the most frequently asked questions about Payments. How can I make an urgent payment to one creditor? Use Payment Entry to select the Creditor and check the payment method details (EFT/BPay).  Also se...
Search Creditor Invoice Items
The instructions in this article relate to Search Creditor Invoice Items.  The icon may be located on your StrataMax Desktop or found using the  StrataMax Search .   Search Creditor Invoice Items can be used to review any wa...
StrataPay Payables
StrataPay Payables was built as a bank agnostic way for our clients to make bulk payments from any account to any BPAY biller in Australia. This uses the existing way that the creditors are managed and the standard payment process without any nee...