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The instructions in this article relate to Transaction Report Manager . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Transaction Report Manager menu is designed to hide ce...
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The instructions in this article relate to Reports / Utilities Global and the Group option . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Group reports will print one consolida...
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Last Updated: 12/10/2023
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...
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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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This article covers an overview of the DocMax interface, and navigation of DocMax, as well as the available settings within DocMax . There are no processes contained within this article, and should only be used as a reference for information. ...
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The below page includes some of the most frequently asked questions about Merge Letters and Report Distribution. Security Setup and Templates Q. Some of my users don't see specific reports in the report selection list. ...
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The instructions in this article relate to Label Printing (Debtors) . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Label Printing can also be opened from within other men...
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The instructions in this article cover Invoice Link Manager in StrataMax, which can be opened from within GLMax. The Invoice Link Manager is used to link GLMax income codes to a expense codes in StrataMax. This is also where the building (d...
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The ATO has two accounts for most Australian Business Numbers (ABN). One for the lodgement for BAS and one for lodgement for ITR (Income Tax Returns). The two accounts will have different reference numbers, be wary of this when making a payment,...
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The instructions in this article relate to Stored Report. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . StrataMax automatically stores reports such as Levy Notices, Levy Arrears, Ce...