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Last Updated: 17/06/2026
in StrataMax DocMax
This article explains how to set up and use Work Queues in DocMax . Work Queues can be configured to show specific document types, support team-based processing, and help manage document workflows across your office.
The D...
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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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The instructions in this article relate to Search Inspections. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Search Inspections is used to search data recorded in the Inspectio...
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Last Updated: 16/06/2026
in StrataMax DocMax
This article explains how to use Advanced Search in DocMax to find documents using multiple filters. It also explains how to save searches and how to create, edit and delete Saved Searches in the Administration tab.
The...
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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 ...
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The instructions in this article relate to Search BAS . The icon may be located on your StrataMax Desktop or found using the StrataMax Search .
Search BAS is used to query Business Activity Statement in...
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Last Updated: 15/06/2026
in StrataMax Task Management
This article covers an overview of the Task Management interface and the various options, functions, and buttons available. The icon may be located on your StrataMax Desktop or found using the StrataMax Search .
The Task Ma...
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Last Updated: 15/06/2026
in Technical
As part of our ongoing attempts to streamline StrataMax systems and corresponding costs related to data storage, we're introducing DocMax Online Document Hosting , a secure cloud solution designed to help you manage documents more efficiently wh...
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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 proces...
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Last Updated: 12/06/2026
in StrataMax DocMax This article covers the Online Portal Uploads sections in DocMax . This is where documents are placed while they are awaiting automated synchronisation. This can be for the upload of new documents, the removal of pending documents, as well as...