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Last Updated: 12/08/2025
in StrataMax TaskMax
This article covers Periodic Work Orders and Future Work Orders in the TaskMax menu. Periodic work orders are recurring contracts, which have a frequency, a recurrence pattern and may have a finish date. Future work orders are simply work...
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The instructions in this article relate to the Contact Bank Account Approval process and how to configure the Dashboard and settings.
The Contact Bank Account Approval offers optional workflow for management of Creditor / Contact Bank Accoun...
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Last Updated: 12/08/2025
in StrataMax TaskMax
This article covers the topic of Quotes within TaskMax . When work is required for the building, and quotes need to be obtained, the details of the job must be entered first, and contractors selected. Request Quotes Open Tas...
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Last Updated: 12/08/2025
in StrataMax TaskMax
This article describes the various menus along the top of the main TaskMax window. There are other articles that cover the various processes within StrataMax, which can be viewed from the main TaskMax Online Help page . File The Fi...
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Last Updated: 12/08/2025
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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Last Updated: 12/08/2025
in StrataMax Task Management
This article covers an overview of the Task Management interface and the various options, functions, and buttons available. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Task Manage...
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Last Updated: 12/08/2025
in StrataMax Task Management
This article covers the security permissions and configuration of the Task Management screen. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Task Management | Security Access ...
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Last Updated: 12/08/2025
in StrataMax
StrataPay is a streamlined payment process that offers up to eight ways to pay - from credit cards to direct debit and Internet banking. Multiple convenient payment channels are offered on all of the Fee Notices / Levy Notices / Invoices issued fr...
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The instructions in this article relate to Merge Levy Notice Setup . The icon may be located on your S trataMax Desktop or found using the StrataMax Search . The content in this article is applicable to StrataMax ...
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The instructions in this article relate to Levy Invoice Code Setup . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The content in this article is applicable to StrataMax ver...