Updated Articles

  1. Financial Compare

    The instructions in this article relate to Financial Compare .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Financial Compare   produces a comparative financial report for s...
  2. Figure Link Report

    The instructions in this article relate to the Figure Link Report. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Figure Link Report produces a report of the linked a...
  3. Month End Rollover

    The instructions in this article relate to Month End Rollover.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . For guidance on the "month end process" including processing recov...
  4. What's New

    While most updates featured here focus on new or improved features, we also regularly update our software behind the scenes to future-proof it, ensure compatibility with the latest Windows features, maintain the highest standards of securit...
  5. Administrator Videos

    The videos in this article relate to administrator functions and menus in StrataMax . These include topics such as. Building Transfers Made Easy: A Practical How‑To Session (41 minutes) Our  Building Transfers Made Easy  webin...
  6. Task Management | Configuration & Security

    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 ...
  7. Security Setup

    The instructions in this article relate to Security Setup.   The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Security in StrataMax has been designed to mimic the Microsoft Windows s...
  8. StrataMax Desktop

    StrataMax provides a 'User' configurable desktop with icon groups that can be customised, and items for security groups can be set up depending on whether the user is allowed to edit Desktop Groups for the Users  security group. The purpose of th...
  9. Levy Invoice Code Setup

    The instructions in this article relate to Levy Invoice Code Setup .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search .   Levy Invoice Code Setup  is where the levy invoice codes a...
  10. Levy Management | FAQ

    With the changes to Levy Management, the below page includes some of the most frequently asked questions around how this area works. Levy Year Q . What is a Levy Year? A . The Levy Year is the levy periods that you a...