Common Processes

Articles

Annual General Meeting Checklist
After the Annual General Meeting, there are certain recommended areas of updates within StrataMax that can be carried out. The StrataMax Training Team have developed this checklist as a guide on what areas can be updated post an Annual General Meeti...
Post Building Transfer Process
This article covers the tasks that managers need to complete after they have transferred a new building into StrataMax - where a building is transferred from one StrataMax drive to a different StrataMax drive. See the Building Transfer article...
Banking Process
This article has been designed as a guide on the overarching bank reconciliation process for StrataMax. The purpose is to ensure the building's bank account balance matches the building's ledger in StrataMax. It is therefore critical that it...
Building Transfer
The instructions in this article relate to Transfer In / Out  as well as an overview of the building transfer and its process. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Buil...
End of Financial Year Review and Adjustments
How to review your year end buildings
General Procedures Checklist
This checklist serves as general guidance for Strata Management offices. It is not exhaustive or intended to replace existing procedures or mandate how a Strata Management office should be run. If you have any questions about any of the procedure...
Global Levy Generation Process
This article covers the end-to-end process of generating levies for multiple or all buildings.
Invoice Hub Process
Before you are able to submit invoices to the Invoice Hub, you must first enable it for that specific building, and configure a number of settings. In this article there is a summary of these configurations required and in addition, the process on h...
Levy Arrears Procedures
A schedule of arrears can be configured to automatically issue notices or letters based on individual owner’s circumstances. The billing of arrears fees on generation makes this process extremely efficient and a notation on the owner’s a...
Legal Action Process
The instructions in this article relate to Legal Action.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . It is recommended to complete the Legal Action Setup prior to adding...
Lost/Inactive Buildings
This article covers changing the status of a building to lost and inactive in StrataMax. It also provides a checklist of what action items should be completed beforehand. Once a building is set as lost , changes in the building are no longer p...
Month End Process
Although this article has been designed to accommodate the most common "month end" scenarios, your office may have slightly varying requirements or processes to consider - some may not have recoveries to process each month, for example. If...
New Building Setup Process
This article aims to provide guidance and be an overview for the process of creating and setting up a new building in StrataMax, and can also used as a check list. It contains each required step in a numbered sequence, with each step being explai...
Payment Process
This article covers the process for making creditor payments, reporting options, sending of Remittance Advice and uploading data via the EFT Manager , canceling payments, part payment of invoices, and other useful tips. The processing of payme...
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...
Resubdivision Process
The instructions in this article relate to Resubivision/ Reallocate .   The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Resubdivision/Reallocation screen is used to simplif...