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Producing a financial statement
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How to produce the Statement of Key Financial Information
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How to produce a certificate (QLD).
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The instructions in this article relate to Certificates , specifically for New South Wales. The icon may be located on your StrataMax Desktop or found using the StrataMax Search. Please see the Certificates article ...
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The instructions in this article relate to Month End Rollover. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . For guidance on the "month end process" including processing recov...
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How to create a Journal Set in Journal Preparation
How do I create an old year journal entry
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The instructions in this article relate to Receipt Entry . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Receipts for deposits can be manually created in Receipt Entry . ...
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There are various banking reports available in StrataMax. This article explains what these reports are for and how to produce them. Account Balances at End of Each Month The Bank Reconciliation Summary Report is a global report provid...
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The instructions found in this article relates to Trading Fund Setup. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Administrative and Sinking (Capital Works, Maintenance...
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The instructions in this article relate to Auto Reverse Journals . The icon may be located on your StrataMax Desktop or found using the StrataMax Search for both StrataMax and GLMax. To complete a...
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The instructions in this article relate to C hange Code Number . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Change Code Number is designed to merge account codes an...
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The instructions in this article relate to Invoice Entry . The icon is available on the StrataMax Desktop or GLMax Desktop, or can be found using the StrataMax Search - also within either BCMax or GLMax. For Invoice ...
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The instructions in this article relate to Stored Report. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . StrataMax automatically stores reports, including Levy Notices, Levy Arrear...
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There are specific state requirements for auditing of trust or bank accounts, and below are steps to produce particular reports which may assist. Some states may require this report legislatively, whilst others may have the option to select whethe...
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The instructions in this article relate to Funds Management. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Funds Management Report (Sec. 41 of the Property and Stock Agents Regul...
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Last Updated: 20/02/2026 in StrataMax Common Processes
This article covers the tasks that managers need to complete after they have transferred a new building into StrataMax - where a building is transferred from one StrataMax drive to a different StrataMax drive. See the Building Transfer article...
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The instructions in this article relate to Report Set . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Report Sets have been designed for running a specific set of reports quickly...
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The instructions in this article cover the various functions available in Certificates. The icon may be located on your StrataMax Desktop or found using the StrataMax Search.
When a property is sold, the purchaser require...
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The instructions in this article relate to Applicant Maintenance (formerly known as Certificate Applicants). The icon may be located on your StrataMax Desktop or found using the StrataMax Search.
Add/Chan...
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Instructions in this article relate to Creditor Invoices. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . New Creditor Invoices There are several steps that are required ...