Updated Articles

  1. Report Set

    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 specific set of reports quickly for ...
  2. Meeting Overview and Attendance

    This article covers the Meeting Overview screen in Meeting Hub. This screen only becomes accessible whilst a meeting has a status of ‘Notice Issued’, ‘Reconvened Meeting’ or ‘Meeting Adjourned’. For meeting with statuses of ‘M...
  3. Meeting Hub | Merge Fields

    This article provides a reference for merge fields in Meeting Hub motions. The icon for Meeting Hub may be located on your StrataMax Desktop or found using the StrataMax Search . Meeting Hub merge fields are only able to be...
  4.  New Meeting Creation

    The first step in the Meeting Hub end-to-end process, is to create a new meeting, which is covered in this first section of the guide. The ability to create a new meeting is available to all Meeting Hub users - both with 'Standard' and 'Admini...
  5. Receipt Entry

    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 . ...
  6. Search Roll

    The instructions in this article relate to Search Roll.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Search Roll  is designed to help   users find Roll contact details and rep...
  7. Split Bank Setup

    The instructions in this article relate to Split Bank Setup .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The total operating account balance is stored in the account called 'C...
  8. Compliance

    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 ...
  9. Auto Reverse Journals

    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...
  10. Cheques Printing

    The instructions in this article relate to Cheques Printing .  The icon may be located on  your  StrataMax Desktop  or found using the  StrataMax Search . Cheques Printing  icon is to be used when a Cheq...