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In certain scenarios, data links should be used to support Roll data. These links connect sub‑group accounts to their corresponding accounts in the main building, or—in the case of multi‑OC (VIC) buildings—via a designated main contact link. Co...
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This article provides an overview of Owner Info , and also covers the various options, menus, functions, and buttons available. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Owner In...
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The instructions in this article relate to Delete Building and Delete Company. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Use these options with extreme care as it will perm...
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Last Updated: 04/03/2026 in StrataMax DocMax
The instructions in this article relate to Work Queues in DocMax . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . We also offer a completely free 'DocMax Basics' online course,...
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Last Updated: 21/08/2025 in StrataMax TaskMax
The instructions in this article relate to Work Orders in TaskMax. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . When a work order is required to be issued and the contractor to do the...
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EasyPost (Bing) is a separate application that is integrated with StrataMax. The following article provides information about how to configure StrataMax to use the 'EasyPost API’. Bing acts as a virtual printer for printing levy and arrears noti...
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The instructions in this article relate to Print Deposit Forms . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . If you have received a cheque or cash in your office that nee...
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This article covers the necessary steps, and various settings required to use the Legal Action menu, which allows Strata Managers to engage external debt collection agents to set up a payment plan, or set up a payment plan for owners without ...
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The instructions in this article relate to Proxy Manager . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . These records are used for a specific proxy manager report a...
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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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The instructions in this article relate to the Entry Report . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Entry Report is helpful when reporting ...
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The instructions in this article relate to Reports / Utilities Global . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . This old reporting area is progressively being removed and repl...
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The instructions in this article relate to the Asset register. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Asset register is for keeping track of all assets acquired by a propert...
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The instructions in this article relate to Security Setup. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Security in StrataMax has been designed to mimic the Microsoft Windows s...
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Last Updated: 17/02/2026 in StrataMax DocMax
This article covers an overview of the DocMax interface, and navigation of DocMax, as well as the available settings within DocMax . There are no processes contained within this article, and should only be used as a reference for information. ...
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Last Updated: 16/03/2026 in StrataMax DocMax
This article is designed to cover the various methods of adding documents to DocMax. If you are new to DocMax, we highly recommend enrolling in our DocMax Basics Online Course - it's completely free! The Add Document window will appear w...
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Last Updated: 18/08/2025 in StrataMax TRMax
The instructions in this article relate to TRMax. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . TRMax has been designed to provides a mechanism to automatically record events as th...
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Last Updated: 13/08/2025 in StrataMax TRMax
The instructions in this article relate to TRMax. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . There are a number of reports that are available for TRMax depending on the informati...
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The instructions in this article relate to Financial Compare . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Financial Compare produces a comparative financial report for s...
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The instructions in this article relate to Financial Statements. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Financial Overview Financial Statements are used primari...