Account Maintenance

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 delete...

This article covers the Add/Change/Delete menu in StrataMax where account codes are managed. Learn how to create, edit, and remove account codes from the Master Chart, Base Building, or any building.

The instructions in this article relate to Month End Rollover.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . For guidance on the "month end process" including proc...

The instructions in this article relate to Move Fund Balances .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Move Fund Balances function is for managing any corrections ...

The instructions in this article relate to Post Standing Journals (Global). The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Post Standing Journals provides the ability to post ...

The instructions found in this article relates to Trading Fund Setup.  The icon may be located on your StrataMax Desktop   or found using the   StrataMax Search . The Administrative and Sinking (Capital Wor...

With the changes to Account Maintenance (formally known as Add/Change/Delete ), the page below includes some of the most frequently asked questions about how this area works. Security and Permissions Q.  I have updated an account ...

The instructions in this article relate to Search Local Accounts and Search Global Accounts .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Search Local Accounts ...