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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...
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Created On: 01/04/2021
in StrataMax Portal This article covers how Strata Mangers can preview the StrataMax Portal for testing and troubleshooting purposes. This is particularly useful when assisting owners Owner View Access A manager account with Standard or Administrator ...
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The instructions in this article relate to Management Fees Report. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Management Fees Report function is for reporting what is set up ...
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All new buildings must be imported from StrataMax and linked to GLMax in order to enter management fees in to the Management Fees Setup menu, and enter disbursements into the Disbursements menu. Import a Building as a...
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Created On: 08/03/2021
in Common Processes
This article aims to provide guidance and be an overview for the process of creating and setting up a new building in StrataMax, and can also used as a check list. It contains each required step in a numbered sequence, with each step being explai...
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Created On: 02/03/2021
in StrataMax Basics This article contains general information about transactions in StrataMax and will help you determine what type of transaction should be used in a specific scenario. It also covers the various transaction types, when to use them, and how best to rep...
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The instructions in this article relate to New Building (BCMax) . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . This screen is always used when manually creating a new building i...
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This article covers the Meeting Overview screen in Meeting Hub. This screen only becomes accessible whilst a meeting has a status of ‘Notice Issued’, ‘Reconvened Meeting’ or ‘Meeting Adjourned’. For meeting with statuses of ‘Meeti...
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Created On: 19/01/2021
in Troubleshooting
StrataMax stores a 4-digit year code in the date field, which is available in many of the software's areas. When completing the data entry for a date field in any of these areas, for example , Certificates , Inspections, and Cont...
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Created On: 18/01/2021
in Troubleshooting This article explains how to enable the Outlook Add-In which allows users to add documents to DocMax directly from Outlook. To learn about how to use the DocMax Outlook Add-In, see DocMax Outlook Add-In . The DocMax Outlook Add-In cann...