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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 Insurance. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Insurance screen is where you can keep a record of all the insurance polic...
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Last Updated: 28/10/2026
in StrataMax Task Management
This article covers an overview of the Task Management interface and the various options, functions, and buttons available. The icon may be located on your StrataMax Desktop or found using the StrataMax Search .
The Task ...
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How to set up access to Meeting Hub for StrataMax users.
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Last Updated: 26/10/2026
in StrataMax Task Management
This article covers the security permissions and configuration of the Task Management screen. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Task Management | Security Access ...
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Last Updated: 15/10/2026
in StrataMax Videos
The videos in this article relate to the integrated modules found in StrataMax . These include the areas of TaskMax for quotes and work order, TRMax for managing and processing recoveries, and the StrataMax Portal. NEW | Strata M...
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Last Updated: 02/11/2026
in New Training Newsletters
Get the most from StrataMax - November 2026
November 2026
In this month's newsletter, you'll di...
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Last Updated: 02/11/2026
in New
Welcome to the Live Sessions page. Here you can access this month’s webinar information and registration links, as well as recordings of sessions delivered over the past twelve months.
You may also register to receive the Monthly Training N...
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Last Updated: 30/10/2026
in New Upcoming Features
This page introduces our exciting new Outlook integration, delivered through the latest Outlook add-in. Designed with a fresh, modern look and enhanced functionality, this new experience brings powerful tools right into your inbox. Launching in ...
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This article covers all aspects of secret voting in Meeting Hub . The icon for Meeting Hub may be located on your StrataMax Desktop or found using the StrataMax Search . The secret voting functionality in Meeting Hub provides...