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The below page includes some of the most frequently asked questions about Merge Letters and Report Distribution. Security Setup and Templates Q. Some of my users don't see specific reports in the report selection list. Why can I se...
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Last Updated: 10/11/2025
in StrataMax DocMax
This article covers the functions within the Documents tab, except Work Queues and Online Portal Uploads , in the navigation pane on the left side, within the Documents tab of DocMax . We also offer a completely free 'DocMax ...
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How to produce the Statement of Key Financial Information
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This article explains the purpose of the Base Building, what and how it can be configured, and what menus are accessible in it. The Base Building is essentially a template building that StrataMax uses to copy information from when a New Buildi...
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The instructions in this article relate to Proxy Manager . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . These records are used for a specific proxy manager report a...
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Last Updated: 04/11/2025
in New Upcoming Features This page contains information relating to the first stage of the Levy Management, Arrears & Budget re-write released in StrataMax version 5.6.135 . The first stage focused on providing an improved user interface & experience in Levy Management; wh...
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The instructions in this article relate to Debtor Adjustment . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . It is also accessible from with GLMax . Debtor Adjustment has ...
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The content in this article relate to Arrears Notice. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The arrears process in StrataMax is designed around an arrears schedule (conf...
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This article explains how to enable interest charging in StrataMax, and provides information on how it is calculated. It also provides solutions to challenges that may arise when charging or crediting/reversing interest. StrataMax will calculate ...
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The instructions in this article relate to Global Transactions . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Global Transactions can be used to find specific transactions acro...