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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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The instructions in this article relate to EFT Manager. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . When an EFT payment has been created through Payments , a "batch" is ready to...
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Last Updated: 20/11/2025
in StrataMax TaskMax
The instructions in this article relate to Search Quotes. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Search Quotes can be used to find specific statuses, for example, outstand...
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The instructions in this article relate to Disbursements . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Disbursements is designed to automatically record particular events...
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Last Updated: 19/11/2025
in StrataMax Common Processes
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...
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Last Updated: 19/11/2025
in StrataMax DocMax
This article is designed to cover the various methods of adding documents to DocMax. If you are new to DocMax, we highly recommend enrolling in our DocMax Basics Online Course - it's completely free! The Add Document window will appear w...
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The below page includes some of the most frequently asked questions about Payments. How can I make an urgent payment to one creditor? Use Payment Entry to select the Creditor and check the payment method details (EFT/BPay). Also selec...
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Welcome to our Building Information Frequently Asked Questions article. We've put together answers to the most common questions we get asked. The full Building Information article can be viewed here . Security and Permissions Q . How...
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How to produce a general ledger transaction list.
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The instructions in this article relate to Communication . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Many areas in the program can send e-mails and SMS. Any reports that come to...