Popular Articles

  1. Timeline

    This page provides an insight into the projects in development and what StrataMax has planned for the future. Where information is available, a link has been provided. Please note that for enhancements beyond the future short term we may not have ...
  2. Business Activity Statement

    The instructions in this article relate to Business Activity Statement  and Income Activity Statement  and the tax types available in StrataMax .  The icon may be located on your StrataMax Desktop or found using the  StrataMax S...
  3. Top Tips

    Save time and resources when managing your portfolio in StrataMax by regularly reviewing our latest top tips. As new enhancements and features are added to StrataMax, this page will be updated on a regular basis to ensure you are getting as much ben...
  4. Unpresented Payments and Receipts Report

    The instructions in this article relate to Unpres. Payment and Receipt ( Unpresented Payments and Receipts  Report) .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Unpre...
  5. Report Distribution

    Report distribution is the area that delivers report sets that can be tailored for specific purposes. This screen will offer functionality to run single reports for the various roll reports, or add to a combined report set that can be saved to run r...
  6. Bing EasyPost & BingMail

    EasyPost (Bing) is a separate application that is integrated with StrataMax. The following article provides information about how to configure printing to the Bing 'EasyPost Mailroom' printer, as well as how to configure StrataMax to use the 'Easy...
  7. Compliance

    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 ...
  8. DocMax | Add Documents

    This article is designed to cover the various methods of adding documents to DocMax. If you are new to DocMax, we highly recommend enrolling in our DocMax Basics Online Course - it's completely free! The Add Document window will appear w...
  9. Data Maintenance and Retention

    StrataMax is able to configure various data tables to automatically delete or archive data based on a number of years; this process will reduce the size of database tables and therefore reducing consumption of storage on servers and also backup size...
  10. Meeting Notices

    This section of the guide covers how to generate, edit, and distribute the meeting notice in Meeting Hub, after the meeting creation process . In order to generate the meeting notice, the meeting status must not have progressed to 'Notice Issue...