Search Local and Global Accounts

The instructions in this article relate to Search Local Accounts and Search Global Accounts. The icon may be located on your StrataMax Desktop or found using the StrataMax Search.

Search Local Accounts and Search Global Accounts are designed to report account codes that have either a different description or do not exist in the Master Chart. They will also include all account codes that match the Master Chart. These areas will assist in reporting these account codes, and assist with updating Account Maintenance and Change Code Number. This is the primary tool to use with the Post Building Transfer process. The difference between the two searches is that the building filter is immediately available in the Search Local Accounts. Searches can be saved for continuous use, and the information can then optionally be exported to Excel, or produced into a PDF-style document.

Security Setup

To access Search Local Accounts and Search Global Accounts, the user must have permission set to 'Allow' for Search Local Accounts and Search Global Accounts under the 'Menu' category in Security Setup.

Search Local Accounts and Search Global Accounts

Search Local Accounts is best used for a single building, and Search Global Accounts does not include a building restriction and displays all account codes globally. Both are designed to assist with identifying account codes that contain a different description, or do not exist in the Master Chart. Editing the name of the account code can also be done on this screen.

1. Search or select Search Local Accounts or Search Global Accounts.
2. By default, the fields Account Code, Description and Master Chart Status will be applied. The Global Accounts Search will include the field Building Number.
3. To add another field, click the green plus button, then select the Field by clicking the drop-down menu.
4. Based on the selected Field, the Condition can be changed if required, and then you can change / choose the required Value.
5. Click the Advanced button to display additional tabs down the left side:
   • Columns to add, remove, or change the order of the columns.
   • Sort Order to change how the data in the table is sorted (by column, A-Z, etc.).
   • Advanced to change the maximum number of records to display in the table (10000, 1000, etc.).
6. Click the Refresh button to display the records.
7. If you would like to, you can export the data to an Excel sheet by clicking the Export button.
8. If the search contains useful restriction and column sort order fields that are frequently reviewed, it can be saved as a saved search for regular use.

Master Chart Status

To assist with account code cleanup, the Master Chart Status can be added as a 'Field' to report if the account code is one of the following statuses. This option may be useful if a property has been transferred from another StrataMax manager, so that action can be taken to align with your master codes in Account Maintenance (available to be done in this search using the Edit button below) or Change Code Number.

• Not in the Master Chart.
• Matches Master Chart.
• Different Description. 

1. Search or select Search Local Accounts or Search Global Accounts. 
2. Adjust the 'Field' to include 'Master Chart Status'. 
3. Click Advanced and review Columns to add the 'Master Chart Status' in the available Columns.
4. Click Refresh to display the records.
5. Click Export to produce the results into an Excel report. 

Edit Account Codes

You can edit the account code from each of these search screens. This will provide a quick access area to Account Maintenance, allowing you to edit the account code to align with your master account codes.

1. Follow the steps in Search Local Accounts and Search Global Accounts to locate the account to be edited.
2. Select the account code and click the Edit button.
3. Edit the Description field to match the Master Chart. Review any other fields in the account code setup, and adjust if needed.
4. Click Save.