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Last Updated: 18/12/2023
Save time and resources when managing your portfolio in StrataMax by regularly reviewing our latest top tips. As new enhancements and features are added to StrataMax, this page will be updated on a regular basis to ensure you are getting as much ben...
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The instructions in this article relate to Compliance. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Compliance has been designed for clients to manage information relating to the ...
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The instructions in this article relate to Account Maintenance . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Account Maintenance is where you create, manage and delete acco...
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This section of the guide covers how to generate, edit, and distribute the meeting notice in Meeting Hub, after the meeting creation process . In order to generate the meeting notice, the meeting status must not have progressed to 'Notice Issue...
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The instructions in this article relate to ATO SBR Client. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The ATO SBR Client is an integrated module designed to assist with the lod...
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Last Updated: 27/05/2025
in StrataMax Videos
The videos in this article relate to accounting and taxation . These include topics such as account code maintenance, BAS processing, financial reporting, GST setup, journals, month end rollovers, dashboard management, and more. The video link...
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Last Updated: 04/10/2023
in StrataMax 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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EasyPost (Bing) is a separate application that is integrated with StrataMax. The following article provides information about how to configure printing to the Bing 'EasyPost Mailroom' printer as well as how to configure StrataMax to use the 'EasyP...
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Last Updated: 21/08/2024
in Troubleshooting StrataMax is able to configure various data tables to automatically delete or archive data based on a number of years; this process will reduce the size of database tables and therefore reducing consumption of storage on servers and also backup size...
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Instructions in this article relate to Custom Queries, which is an option in the Group menu Reports/Utilities Global . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . These reports are b...