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Created On: 21/05/2020
The videos on this page are recordings of our monthly online training sessions and are catered to the menus, features, and enhancements that are in StrataMax. Although the StrataMax version in the video may vary to your version, the instructions...
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The instructions in this article relate to Process Management Fees. The icon may be located on your StrataMax Desktop from within GLMax or found using the StrataMax Search from within GLMax. Be sure to check out the Manag...
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The instructions in this article relate to Disbursements . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Disbursements is designed to automatically record particular events...
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The instructions in this article relate to Management Fees Setup. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Management Fees Setup function is for managing fixed fee arrangement...
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The instructions in this article relate to the Interactive Reports screen. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Interactive Reports has been designed to revi...
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Created On: 09/04/2020
This page contains links to the most recent Training Newsletters from the StrataMax Training Team. Each month the team sends this newsletter to all clients who have subscribed and contains helpful FAQs, Tips & Tricks, news about upcoming or new ...
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This article describes the various menus along the top of the main TaskMax window. There are other articles that cover the various processes within StrataMax, which can be viewed from the main TaskMax Online Help page . File The F...
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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 st...
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Created On: 23/03/2020
in Meeting Hub
Welcome to our Meeting Hub Frequently Asked Questions article. We've put together answers to the questions we get asked the most. If you have a question that you can't find the answer to, please use the Contact Us option. Meeting Hub ...
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This section of the guide covers how to generate, edit, and distribute the meeting notice in Meeting Hub, after a meeting has been created . In order to generate the meeting notice, the meeting status must not have progressed to 'Notice Issued'...