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StrataMax has several reports available detailing payment information. These reports are useful to refer to prior to uploading payments to the bank or to assist with identifying paid invoices and processed payments. Invoice/Creditor Act...
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This report is available from the Cheques Printing menu and include options for unprinted and printed Cheques.
Printed Cheques Report (Payment Authority) You may wish to produce a report displaying Printed Cheques for a particular (...
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The following article contains information regarding creditor/contractor reports. These reports can be useful to refer to for creditor activity on a per property basis or globally across your portfolio. You will also find more payment reports in ...
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The instructions in this article relate to Compliance. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Compliance has been designed for clients to manage information relating to the ...
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The instructions in this article relate to Invoice Hub. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . For any areas that require troubleshooting, please review the below to understand ho...
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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...
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The instructions in this article relate to Insurance. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Insurance screen is where you can keep a record of all the insurance policies ...
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The instructions in this article cover the various functions available in Certificates. The icon may be located on your StrataMax Deskto p or found using the StrataMax Search . When a property is sold, the purchaser re...
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The instructions in this article relate to Account Manager Edit . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Account Manager Edit is where account managers in StrataMax are ...
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How to produce the Statement of Key Financial Information