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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 covers the topics surrounding the billing process of a Building Management Committees (BMC) and Shared Facilities, which is done in the BMC screen. Before the billing can take place, the BMC must be created and setup,...
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The instructions in this article relate to Search Roll. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Search Roll is designed to help users find Roll contact details and rep...
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Owner and Debtor reporting can be completed on either a global or local basis. Review this article for some simple global options available. AGM Window/ Noms Close (1980) This report is based on the BUGTA Act 1980 and uses the State, Type an...
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Last Updated: 05/01/2023
in Third Party Integrations This article covers the setup, export, and import of data to and from Softlog recording software in TRMax . We highly recommend contacting our StrataMax Support Team if you would like to import any records in bulk as a one-off. ...
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This article is designed to be used as a reference guide to all the areas in StrataMax that integrate with DocMax and allow document attachment. We also offer a completely free 'DocMax Basics' online course, which you can enrol in here !...
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The instructions in this article relate to Debtors List and Secondary Debtors List . These icons may be located on your StrataMax Desktop or found using the StrataMax Search .
The Debtors List and ...
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This article covers the Offline Voting Register , which is available in Meeting Hub, more specifically the Meeting Overview screen. To use the Offline Voting Register some Excel knowledge is required. In depth instructions are available in the ...
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Last Updated: 03/08/2022
in Top Tips For those of you who would like to promote direct debits to your owners, we have the below banner to insert into your StrataMax e-mails. This banner uses the following HTML (HyperText Markup Language) so that the image is able to be used consis...
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Instructions in this article relates to the Master List Tax Code Report. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Each building has its own master list. This report lists the...