Updated Articles

  1. StrataMax Portal | Reports & Documents

    The setup of the StrataMax Portal is able to be done in several different ways. Reports from StrataMax can upload daily, and documents that are added to DocMax can also be uploaded.  Below are the instructions to assist with this process. ...
  2. Bank Reconciliation | FAQ

    This page includes some of the most frequently asked questions on the topic of bank reconciliation in StrataMax. Security and Permissions Q.  Why can I not access certain features - i.e. Process Bank Statements   or Bank Accoun...
  3. Payment Reversal Process

    Reversing or deleting a payment can be done throughout the various stages of the process depending on the scenario. The below information details each scenario and the steps required based on each. These steps apply to StrataCash and non-StrataCas...
  4. Payments Management

    Payments Management provides a centralised area to both review and manage payments, as well as reverse.
  5. Creditor Invoices | Configuration

    This article covers the various settings and tick boxes in the 'Configuration' window in the Creditor Invoices Work Queues and Creditor Invoices Preview screen.  Creditor Invoices | Configuration Hover over each ...
  6. Management Fees Report

    The instructions in this article relate to Management Fees Report.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Management Fees Report function is for reporting what is set up ...
  7. Bank Account Setup

    The instructions in this article relate to Bank Account Setup.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . As bank forms are not available for print until an account has been se...
  8. Roll | Contacts

    The instructions in this article relate to Roll .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Roll  is used to manage lot owner information, including ownership changes and...
  9. Invoice Printing

    The instructions in this article relate to Invoice Printing .  The icon is available on the StrataMax Desktop or GLMax Desktop, or found using the StrataMax Search . Invoice Printing ...
  10. BAS Reconciliation Report

    The instructions in this article relate to BAS Reconciliation Report .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The  BAS Reconciliation Report   will provide a repo...