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The instructions in this article relate to Report Set . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Report Sets have been designed for running a specific set of reports quickly...
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There are specific state requirements for auditing of trust or bank accounts, and below are steps to produce particular reports which may assist. Some states may require this report legislatively, whilst others may have the option to select whethe...
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The instructions in this article relate to Ledger Card. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Preview Features If access has been set for users via Security Se...
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Last Updated: 14/11/2025
in StrataMax Videos The videos in this article relate to property information and setup . These include topics such as certificates, merge letters, roll management, contact management, and more. Building Information Video Building Information ...
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Last Updated: 12/11/2025
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 Manage...
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Last Updated: 14/11/2025
in StrataMax Common Processes
This article covers changing the status of a building to lost and inactive in StrataMax. It also provides a checklist of what action items should be completed beforehand. Lost Buildings Once a building is set as L ost , changes...
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The instructions in this article relate to the processing of Strata Loans , which is completed in Process Bank Statements . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Ove...
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Last Updated: 14/11/2025
in New
Welcome to the Live Sessions page where you'll find information about the current month's webinars including their registration links. Further down the page you'll find all the recordings from the previous webinars delivered over the last twelve...
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The instructions in this article relate to the Status Report. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . A Status Report produces relevant information about a building for a s...
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The instructions in this article relate to ATO SBR Client. The icon may be located on your StrataMax Desktop or found using the StrataMax Search .
The ATO SBR Client is an integrated module designed to ass...