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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 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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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 the Certificates screen, and the information within is specific to Western Australia. This article should be used in conjunction with the main Certificates article when creating or setting ...
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Last Updated: 23/09/2024 in StrataMax StrataMax Portal
The setup of the StrataMax Portal is able to be done in several different ways. Reports from StrataMax can upload daily, and documents that are added to DocMax can also be uploaded. Below are the instructions to assist with this process. ...
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Last Updated: 21/08/2025 in StrataMax StrataMax Portal
This article covers how to set up StrataMax for the Online Certificate service, which certificate applicants can use to obtain an updated certificate on the StrataMax Portal , before the settlement or sale date of the property. Giving access...
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Last Updated: 18/02/2026 in Technical
The instructions in this article relates to Communication . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . How Emails work in StrataMax StrataMax uses SMTP (Si...
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Last Updated: 12/01/2026 in StrataMax Common Processes
After the Annual General Meeting, there are certain recommended areas of updates within StrataMax that can be carried out. The StrataMax Training Team have developed this checklist as a guide on what areas can be updated post an Annual General Mee...
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This article covers the topics of setting up Building Management Committees (BMC) and Shared Facilities. BMC Setup & Billing Video If you would prefer to watch our video on BMC, please see the BMC Setup & Billing Video . Befor...
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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 setu...
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Last Updated: 27/02/2026 in StrataMax Basics
StrataMax provides a 'User' configurable desktop with icon groups that can be customised, and items for security groups can be set up depending on whether the user is allowed to edit Desktop Groups for the Users security group. The purpose of th...
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The instructions in this article relate to Dashboard . The icon may be located on your StrataMax or GLMax Desktop or found using the StrataMax or GLMax Search . The Dashboard uses key data sources and offers a quick view of...
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Last Updated: 23/06/2025 in StrataMax DocMax
The instructions in this article cover the the Export Documents function in the DocMax ribbon. We also offer a completely free 'DocMax Basics' online course, which you can enrol in here ! Please see the StrataMax Online Courses...
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Last Updated: 24/06/2025 in StrataMax GLMax
The instructions in this article cover Invoice Link Manager in StrataMax, which can be opened from within GLMax. The Invoice Link Manager is used to link GLMax income codes to a expense codes in StrataMax. This is also where the building ...
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Last Updated: 01/07/2025 in StrataMax Common Processes
This checklist serves as general guidance for Strata Management offices. It is not exhaustive or intended to replace existing procedures or mandate how a Strata Management office should be run. If you have any questions about any of the procedure...
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Last Updated: 24/06/2025 in StrataMax GLMax
The instructions in this article relate to Edit Invoice List . The icon may be located from within GLMax on your StrataMax Desktop or found using the StrataMax Search . Edit Invoice List (Invoice Code Se...
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Last Updated: 19/08/2025 in StrataMax GLMax
The instructions in this article relate to Process Recoveries . The icon can only be accessed in GLMax , either on your StrataMax Desktop or found using the StrataMax Search . Process Recoveries is only accessible ...
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Last Updated: 10/02/2026 in Technical
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 si...
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Last Updated: 09/12/2025 in Technical
This article explains how to install and enable the Outlook Add-In which allows users to add documents to DocMax directly from Outlook. To learn about how to use the DocMax Outlook Add-In, see DocMax Outlook Add-In .
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Last Updated: 15/01/2026 in Technical
StrataMax stores a 4-digit year code in the date field, which is available in many of the software's areas. When completing the data entry for a date field in any of these areas, for example , Certificates , Inspections , and...