Updated Articles

  1. Creditor Invoices | Configuration

    This article covers the various settings and tick boxes in the 'Configuration' window in the Creditor Invoices screen.  Creditor Invoices | Configuration Hover over each setting to determine if the setting is a Global ...
  2. Creditor & Payment Videos

    The videos in this article relate to creditors and payments . These include topics such as creditor maintenance, payments management, payment processing, and more. Creditor Maintenance & Account Maintenance This video is a rec...
  3. Owners & Debtors Videos

    The videos in this article relate to owners and debtors . These include topics such as certificates, merge letters, roll management, contact management, and more. Certificates Video Issuing a state specific Certificate with a ...
  4. Opening Balance Setup

    Learn how to enter the opening balances/financials for new buildings, including recommendations, do's and don'ts, and best practices.
  5. Report Troubleshooting (Excel Date Fields)

    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 Cont...
  6. DocMax | Administration

    This article covers the Administration tab within DocMax . To open this menu, click the Administration button in the bottom left. We also offer a completely free 'DocMax Basics' online course, which you can enrol in here ! Please se...
  7. DocMax | Work Queues

    The instructions in this article relate to Work Queues in DocMax .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . We also offer a completely free 'DocMax Basics' online course,...
  8. DocMax | Add Documents

    This article is designed to cover the various methods of adding documents to DocMax. If you are new to DocMax, we highly recommend enrolling in our DocMax Basics Online Course - it's completely free! The Add Document window will appear w...
  9. Bank Reconciliation

    The instructions in this article relate to Bank Reconciliation.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . StrataMax has designed the bank reconciliation process to be as automat...
  10. Bank Account Setup

    The instructions in this article relate to Bank Account Setup.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . As bank forms are not available for print until an account has been set up,...