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Last Updated: 02/12/2025
in New Training Newsletters
Dec ’25 & Jan ‘26
Welcome to the StrataMax Training Newsletter – Wrapping Up 2025
As we head into the festive season a...
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The instructions in this article relate to Reports / Utilities Global . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . This old reporting area is progressively being removed and repl...
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Last Updated: 01/12/2025
in StrataMax Common Processes
The instructions in this article relate to Resubivision/ Reallocate . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Resubdivision/Reallocation screen is used to simplify the...
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The instructions in this article relate to C hange Code Number . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Change Code Number is designed to merge account codes an...
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Last Updated: 21/11/2025
in StrataMax DocMax
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,...
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Instructions in this article relate to Creditor Invoices. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . New Creditor Invoices There are several steps that are required ...
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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 a specific set of reports quickly...
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The instructions in this article relate to EFT Manager. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . When an EFT payment has been created through Payments , a "batch" is ready to...
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Last Updated: 20/11/2025
in StrataMax TaskMax
The instructions in this article relate to Search Quotes. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Search Quotes can be used to find specific statuses, for example, outstand...
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The instructions in this article relate to Disbursements . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Disbursements is designed to automatically record particular events...