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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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Last Updated: 16/10/2025
in StrataMax Videos
The videos in this article relate to owners and debtors . These include topics such as certificates, merge letters, roll management, contact management, and more. Certificates (38 minutes) In this webinar, we explore how to ...
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Report distribution is the area that provides report sets tailored for specific purposes. This screen will offer functionality to run single reports for the various roll reports, or add to a combined report set that can be saved to run regularly. ...
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Last Updated: 15/10/2025
in StrataMax Common Processes
The instructions in this article relate to Transfer In / Out as well as an overview of the building transfer and its process. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Buildings...
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The instructions in this article relate to Print Deposit Forms . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . If you have received a cheque or cash in your office that nee...
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The instructions in this article relate to the Inspections screen. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Inspections screen has been designed from the ground up to record d...
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The instructions in this article relate to Meeting Summary. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Meeting Summary icon helps you easily record and retain key details ...
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Last Updated: 02/10/2025
in StrataMax Services
This article highlights the range of tasks and services offered by the StrataMax Full Service Team to support StrataMax clients. Each section provides a detailed overview of the tasks available, the required information to complete them, and a co...
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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 that can have merge fields that refer to d...
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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 del...