The setup and access instructions for the StrataMax Managers Portal are provided below. The portal offers a modern, user-friendly platform for accessing and reviewing key StrataMax data, with clear information and intuitive navigation.
This first release provides a comprehensive strata management solution. Tasks, Reporting and Analytics and Building Inspections are coming soon.
Security Setup
Security Setup lets you configure access to various areas on the StrataMax Managers Portal using the options below.
On update, Administrators will have the Allow permission set for all areas. For other staff, including groups, review and set the permissions as required.
Set up the Expense Summary
The Manager's Portal includes a Financial Analysis area that reports on the account codes configured in the Expense Summary area in StrataMax. Account codes can be grouped into meaningful categories and displayed in various graphs for current and previous years. Reports can also be exported to Excel.
If specific account code ranges are not required, use the expense start and finish ranges for a basic setup.
- Search or select Financial Statements.
- Options / Edit Account Summary List / select Expense Summary from the drop-down list.
- Click
in the Global Ranges area to set a category, range start and finish on the account codes. The same option exists for the Building Override Ranges. - Click Save to finalise the setup.
in the Global Ranges area to set a category, range start and finish on the account codes. The same option exists for the Building Override Ranges. 
Set up the Cashflow Summary
The Cashflow Summary reports cash flow for the previous 12 months, with options for monthly or quarterly reporting. Custom categories and account code ranges can also be configured. These instructions relate to creating a manual setup, with instructions further below on importing a summary setup.
For accurate reporting, configure all bank accounts, including investment accounts, in Bank Account Setup.
For a basic setup, enter the applicable income start and finish ranges.
- Search or select Financial Statements.
- Options / Edit Account Summary List / select Cashflow Summary from the drop-down list.
- Click in the Global Ranges area to set a category, range start and finish on the account codes. The same option is available for Building Override Ranges.
- Click Save to finalise the setup.
Summary Import
All summaries, which are Financial Account, Cashflow and Expense, are available to import with an Excel file. This file must contain the headers: Building Number, RangeCategory, CategoryName, RangeStart and RangeFinish. To import to the Global Ranges area, the Building Number is 0000.
This is an example of a Cashflow Summary Setup in the Excel worksheet.
- Search or select Financial Statements.
- Options / Edit Account Summary List / select the Summary type from the drop-down list.
- Select the Import Categories icon and navigate to where the Excel worksheet is saved, and click Open.
- If there is an existing summary setup, there will be a warning to confirm that the import will replace the existing ranges for each building category combination. Select Yes to continue.
Accessing the Manager's Portal
You can access the Manager's Portal by logging in with your current StrataMax Username and Password. If ‘ Remember Me’ is selected, your password will be remembered for 30 days.
When first accessing the Portal, you will have the option to ‘take a tour’. When selected, the tour displays helpful on-screen prompts that guide clients through a high-level overview of the Portal. This can also be skipped.
Navigation
- Toggle Navigation
- Tips & Updates
- Give Feedback
- Logout Button
Buildings
The buildings page provides an overview of key building information, along with an interactive map allowing clients to select a building by clicking on a map marker. The map marker will display the address for the building selected based on the Building Information address when populated from the address look-up functionality.
Key Features:
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Contacts
You can search contacts by name, company, position, or lot number. This search is available per building or for all buildings.
Contractors
This area lets you look up contractors by Name, ABN, or Industry (set in Creditor Maintenance in StrataMax). You can view contact details, including a building reference showing which building the creditor has been used in, plus quick access to recent invoices you can download.
Contractor Invoices
You can search for contractor invoices by Name, ABN, or Paid/Unpaid status here by building. Advanced filters let you refine your search further, if needed. You can download each invoice using the 
icon.
Document Management
You can search for documents in this area; it shows documents saved to DocMax that you can download or view. You can also upload documents and supported image files. Filters help you locate documents as needed.
Upload Documents
You can select Profiles and Building when uploading a document or image file from the Upload Documents button, which is available on any device.
Financial Analysis
Once the Expense and Cashflow summary setups are finalised, including having all bank accounts set in Bank Account Setup, the financial analysis area will offer a variety of reporting styles focused on income and expense, with cashflow and expense breakdowns. You can export this information to Excel.
Management Dashboard
There is a management dashboard available for StrataMax Administrators, which is controlled via the Security Setup. This will provide a portfolio breakdown based on account manager and include Buildings and Lots managed, with other key areas of managing data to report and Export to Excel.
AI Chat Bot
An AI Chat Bot is available, and it is token-activated. Please have the StrataMax Administrator contact our Support Team if you'd like to enable this option.
Frequently Asked Questions
Q. What should I look at if the cashflow area is not reporting the same balance as StrataMax?
A. The cashflow reporting is driven from all bank accounts that are set up in Bank Account Setup, including Term Deposits. If you review this area and ensure the accounts are available, it will upload to the Portal with the overnight synchronisation and report correctly.
Q.Why is the summary area blank when looking at the Financial Analysis area?
A. Review the Expense and Cashflow Summary setups in StrataMax.
Q. Why does the Google Map not show the property address?
A. Check that the Building Information address has been entered using the Australian Lookup Address Tool and update as needed.
Q. Why do my contracts not appear on the Portal?
Q. I am getting an error viewing documents, however if I try on my mobile phone or can see this on an external device it works, why is that?
