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Created On: 02/09/2021
in StrataMax Portal This page contains the StrataMax Portal Advanced Setup & Customisation.pdf that covers how to customise the StrataMax Portal, and includes the following topics: Introduction Site Customisation (Appearance) Create a New Theme Add Your Compan...
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Created On: 02/09/2021
in Common Processes
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 you hav...
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StrataPay Payables was built as a bank agnostic way for our clients to make bulk payments from any account to any BPAY biller in Australia. This uses the existing way that the creditors are managed and the standard payment process without any nee...
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Office Bearers may be located on your StrataMax Desktop or found using the StrataMax Search . Each building has a number of owners that may hold positions on the committee. These are called " office bearers" and the informat...
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The instructions in this article relate to Roll Master Editor . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Roll Master Editor is where both Agent and mortgagee contacts a...
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The instructions in this article covers how to transfer/merge a Real Estate Agents portfolio to another Real Estate Agent. This function was designed to be used when a Real Estate Agent sells their portfolio or part of it to another agent. Thi...
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This article has been designed to assist with clean-up of account codes and creditor codes for those instances when there are redundant or duplicate codes that need to be removed.
Account Code Maintenance Video ...
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The instructions in this article relate to TRMax, and covers the setup, export, and import of data to and from Softlog recording software in TRMax . The icon may be located on your StrataMax Desktop or found using the Strat...
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This article covers how to update multiple documents in DocMax, which leverages the Advanced Search function in DocMax. This function is useful for scenarios such as after a building transfer and some documents within a category need to be split o...
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MaxSelect allows you to import addresses from within a building into Microsoft Word or Excel. This will save you time when writing a letter to an owner/committee member or creditor. MaxSelect Video Set Up MaxSelect For all...