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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: 18/12/2023
in 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 Meeti...
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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 Info...
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Last Updated: 18/12/2023
in StrataMax Portal This article covers how Strata Mangers can preview the StrataMax Portal for testing and troubleshooting purposes. This is particularly useful when assisting owners Owner View Access A manager account with Standard or Administrator ...
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Last Updated: 18/12/2023
in Common Processes A schedule of arrears can be configured to automatically issue notices or letters based on individual owner’s circumstances. The billing of arrears fees on generation makes this process extremely efficient and a notation on the owner’s account gives...
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There are various reports available to identify outstanding balances for a scheme and any interests or discounts applicable. The instructions in this article will provide information for those reports. Account Dissection The inst...
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The instructions in this article relate to Funds Management. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Funds Management Report (Sec. 41 of the Property and Stock Agents Regulat...
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The content in this article relate to Arrears Notice. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The arrears process in StrataMax is designed around an arrears schedule (config...
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This article provides a list of merge fields that can be inserted into .LET file type documents within the Merge Letters menu. For a list of merge fields for .DOC/Word merge documents, see the Word .DOC Merge Fields article . In addition to...
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The instructions in this article relate to Invoice Hub. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Invoice Hub offers a controlled method for Strata Managers to upload invoices ...