April 2025

With Easter just around the corner, it’s the perfect time to hop into some fresh learning opportunities! Whether you're taking a well-earned break or keeping things running smoothly, we've got plenty of helpful insights to make your work more efficient.

This month, we’re bringing you exciting updates, time-saving tricks, and upcoming training sessions designed to help you make the most of StrataMax.

StrataMax Webinar Videos

All of our previous webinars are available for viewing at your convenience on our StrataMax Videos page, so don't forget to check out those if you missed anything!

Get ahead of the Income Tax race

With tax time just around the corner, now is the perfect time to ensure your Income Tax setup is in order. StrataMax makes it easy to prepare and report the necessary details for lodgement, whether you’re generating reports, exporting data to Excel for your Tax Agent or Accountant, or reviewing the current year’s information for property handovers.

Get ahead and avoid last-minute stress by checking out our step-by-step guides: Preparing the Accounts for Income Tax Setup and Handling an Incomplete Income Tax Setup.

Opening Balance Setup Enhancements

Why should I register for this session?

Setting up opening balances has never been more streamlined! With our latest enhancements, available in version 5.6.127, entering balances for both the Current and Old Financial Years is faster and more intuitive than ever, with one screen now including all funds.

This session will walk you through the improved Opening Balance Setup Window, helping you minimise errors, save time, and ensure your financials are correctly prepared from the start. Whether managing budget allocations, handling lot balances, or even the combined cash at bank entries, this webinar will equip you with the best practices for a seamless setup.

Topics covered:

• Simplified entry of Current & Old Financial Year balances, including budgets.
• Process date field to assist with entry on the same date as the handover financials.
• Previewing Financial Reports before completing transactions.
• Easy invoice code defaults allow lot balances to be entered efficiently.
• Understand the advantages of pre-coding financials for adding accounts to minimise switching screen time.

Thursday 17 April 2025 | 11:00 am AEST

Mastering the Updated Inspections Register

Why should I register for this session?

With exciting enhancements to the Inspections Register, managing property inspections is now more intuitive. This session will guide you through the new interface and demonstrate how to maximise efficiency with the latest features. Whether you're looking to simplify documentation, track issues effectively, or manage inspection records with greater accuracy, this session is tailored to help you stay on top of it all.

Topics Covered:

• Navigating the redesigned interface with ease.
• Recording multiple records under a single inspection category.
• Attaching multiple documents and images to a record effortlessly.
• Capturing creditor details and adding multiple participants.
• Recording and tracking issues identified during inspections.
• Attaching supporting documents and images to recorded issues.

Tuesday 29 April 2025 | 11:00 am AEST