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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...
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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.
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Last Updated: 20/07/2026
in StrataMax DocMax
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 ...
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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 ...
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The instructions in this article relate to Account Maintenance . The icon may be located on your StrataMax Desktop or found using the StrataMax Search .
Account Maintenance is where you create, manage and del...
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The instructions in this article relate to the Roll screen configuration and an overview of its functions, including the various automated roll reports available when changing the ownership of a lot in a building. The icon may be loc...
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Last Updated: 20/07/2026
in StrataMax GLMax
The instructions in this article relate to Process Recoveries , used to process and report on recoveries (also referred to as Additional Services) recorded in TRMax. The icon can only be accessed in GLMax , either on your StrataMax...
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Last Updated: 17/07/2026
in StrataMax Invoice Hub
The instructions in this article relate to Invoice Hub. The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Invoices can be managed internally using a DocMax Work Queue, which provides a...
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The instructions in this article relate to Trial Balance . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The Trial Balance report will produce a standard trial balance repor...
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How to open Meeting Hub.