Updated Articles

  1. Report Set

    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...
  2. EFT Manager

    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...
  3. Search Quotes

    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...
  4. Disbursements

    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...
  5. 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...
  6. DocMax | Add Documents

    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...
  7. Payments | FAQ

    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...
  8. Building Information | FAQ

    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...
  9. Transaction List

    How to produce a general ledger transaction list.
  10. Communication

    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...