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The instructions in this article relate to the Aged Balance List. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Aged Balance List reports on all debit or cred...
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There are various banking reports available in StrataMax. This article explains what these reports are for and how to produce them. Account Balances at End of Each Month The Bank Reconciliation Summary Report is a global report provid...
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The following article contains information regarding creditor/contractor reports. These reports can help you view creditor activity at a local or global level across your portfolio. You will also find more payment reports in our Payment Report...
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Last Updated: 03/11/2025
in StrataMax Common Processes How to review your year end buildings
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The instructions in this article relate to Financial Statements. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Financial Overview Financial Statements are used primari...
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This article covers the topics surrounding the billing process of a Building Management Committees (BMC) and Shared Facilities, which is done in the BMC screen. Before the billing can take place, the BMC must be created and setu...
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The instructions in this article relate to Receipt Entry . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Receipts for deposits can be manually created in Receipt Entry . ...
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This article covers how arrears fees can be presented in the financials, how the arrears schedule is set up, and some basic merge letter settings to create arrears letters or arrears cover letters.
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The instructions in this article relate to the Roll screen configuration and an overview of its functions, including the various automated roll reports available when changing the ownership of a lot in a building. The icon may be loc...
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Last Updated: 03/11/2025
in StrataMax Common Processes
After the Annual General Meeting, there are certain recommended areas of updates within StrataMax that can be carried out. The StrataMax Training Team have developed this checklist as a guide on what areas can be updated post an Annual General Mee...