Updated Articles

  1. Levy and Arrears Reports

    There are various reports available to identify outstanding balances for a building and any interests or discounts applicable. The instructions in this article will provide information for those reports. The below reports are recommended for running...
  2. Income Tax Report

    The instructions in this article relate to Income Tax Report .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Income Tax Report  will assist with reporting Income Tax for ...
  3. Account Manager Income Query

    The instructions in this article relate to A/c Manager Income Query .  The icon may be located from  GLMax  on your StrataMax Desktop or found using the  StrataMax Search . The A/c Manager Income Query produces an income...
  4. Creditor Invoice Work Queues New

    The instructions in this article relate to Creditor Invoice Work Queues .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Creditor invoices are processed through the integration b...
  5. Merge Letters | Managing & Sending Documents

    The instructions in this article relate to Merge Letters .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Letters can be created in StrataMax that can have merge fields that refer to...
  6. DocMax | Work Queues

    This article explains how to set up and use Work Queues in DocMax . Work Queues can be configured to show specific document types, support team-based processing, and help manage document workflows across your office. The D...
  7. Merge Letters and Report Distribution | FAQ

    The below page includes some of the most frequently asked questions about Merge Letters and Report Distribution. Security Setup and Templates Q.  Some of my users don't see specific reports in the report selection list. Why can I se...
  8. Roll and Contacts | FAQ

    With the changes to Roll and Contacts, the below page includes some of the most frequently asked questions around how this area works. We also have the Roll & Contacts FAQ video which covers these Frequently Asks Questions. ...
  9. DocMax | Advanced Search and Saved Searches

    This article explains how to use Advanced Search in DocMax to find documents using multiple filters. It also explains how to save searches and how to create, edit and delete Saved Searches in the Administration tab. The DocMax ...
  10. Creditors Management

    The instructions in this article relate to Creditors Management .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Creditors Management icon is for previewing Creditor Invoice ...