 | The instructions in this article relate to Levy Register. The icon may be located on your StrataMax Desktop or found using the StrataMax Search. |
The Levy Register provides a summary of all levies for the building, helping you verify the total amount raised for each levy period. It can also be generated at the lot account level, showing how much each lot is required to contribute for each period.
Levy Register Report
The Levy Register icon opens the Levy Register Report in Report Distribution, and provides the ability to generate the default (Current) Levy Register, report for Proposed Levies and report for Account Groups. You also have the option to select Accounts and produce the Levy Register for individual lot accounts or export to Excel. The Levy Register Summary Report can also be included and saved as a Report Set and additional reports included.
- Search or select Levy Register.
- Click the template cog wheel to see report settings and templates (for example, tick Proposed Levies Only if appropriate).
- Click Accounts to select an individual Lot if required.
- The Levy Register Summary Report can also be included if required; click Report and select Levy Register Summary or any additional reports.
- Click Proceed or click Excel Export.
Levy Register Configuration
- Search or select Levy Register.
- Click on the cog wheel to open the Configuration screen. This is where you can set Proposed Levies Only, Order By, Template, or set a Local Building Override Template or Letterhead.
- Click Close.
- Select Proceed to produce report as required.
Proposed Levies Only: If ticked, only Levies entered but not yet with an Approval Date will be reported on.
Order By: Select the order to produce the data in.
Use Override Letterhead: Review drop down selection.
Template: Select Template from the list.
Template (Local Building Override): If a different template is required for the selected building, choose from the drop down list, or leave as Use Global.