Account Maintenance

This category contains information pertaining to all menus related to account maintenance in StrataMax.

Articles

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 . Please note that Account Maintenance replaces Add/Cha...
Add / Change / 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.
Month End Rollover
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...
Move Fund Balances
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 ...
Post Standing Journals (Global)
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 ...
Trading Fund Setup
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...
Creditor, Debtor & Account Maintenance FAQ
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 ...