Updated Articles

  1. New Building Setup Process

    This article aims to provide guidance and be an overview for the process of creating and setting up a new building in StrataMax, and can also used as a check list. It contains each required step in a numbered sequence, with each step being explai...
  2. New Building (BCMax)

    The instructions in this article relate to New Building (BCMax) .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . This screen is always used when manually creating a new building i...
  3. BAS Reconciliation Report

    The instructions in this article relate to BAS Reconciliation Report .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The  BAS Reconciliation Report   will provide a report for ...
  4. Organisation - Searches

    The instructions in this article relate to Organisation - Searches .  These icons may be located on your StrataMax Desktop or found using the StrataMax Search for multiple drive clients. Organisation searches can be helpful ...
  5. ACT Certificates

    Instructions in this article relates to Certificates  which can be found by searching or selecting it from the StrataMax desktop. Certificates will automatically be set to the correct certificate based on the State and Module set in the Build...
  6. Email Template Manager

    The instructions in this article relate to Management Fees Setup.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . A tailored email subject and body can be configured for emails sent f...
  7. Merge Letters and Report Distribution | FAQ

    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. ...
  8. Process Bank Statements

    The instructions in this article relate to Process Bank Statements.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Process Bank Statements screen is designed to give users a cen...
  9. Account Group Setup

    The instructions in this article relate to Account Group Setup .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Account Group Setup is to cater for Victorian Multi Owners Corporati...
  10. Transaction Entry

    How to manage transactions and journals in transaction entry