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The instructions in this article relate to the Interactive Reports screen. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Interactive Reports has been designed to revi...
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The instructions in this article relate to Funds Management. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Funds Management Report (Sec. 41 of the Property and Stock Agents Regul...
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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 prima...
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The instructions in this article relate to the Auditors Report . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Auditors Report is a quick report of the banking, cash and ledge...
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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 ...
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With the changes to Account Maintenance (formally known as Add/Change/Delete ), the page below includes some of the most frequently asked questions about how this area works. Security and Permissions Q. I have updated an account code ...
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The instructions in this article relate to Post Standing Journals (Global). The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Post Standing Journals provides the ability to post st...
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The instructions in this article relate to Month End Rollover. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . For guidance on the "month end process" including processing recoveri...
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The instructions in this article relate to Account Maintenance . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Account Maintenance is where you create, manage and delete ac...
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The instructions in this article relate to Merge Letters . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Letters can be created in StrataMax, with merge fields that refer to data fr...