Updated Articles

  1.  New Meeting Creation

    The first step in the Meeting Hub end-to-end process, is to create a new meeting, which is covered in this first section of the guide. The ability to create a new meeting is available to all Meeting Hub users - both with 'Standard' and 'Admini...
  2. Receipt Entry

    The instructions in this article relate to Receipt Entry .   The icon   may be located on your StrataMax Desktop or found using the StrataMax Search . Receipts for deposits can be manually created in Receipt Entry . ...
  3. Search Roll

    The instructions in this article relate to Search Roll.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Search Roll  is designed to help   users find Roll contact details and rep...
  4. Split Bank Setup

    The instructions in this article relate to Split Bank Setup .  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The total operating account balance is stored in the account called 'C...
  5. Compliance

    The instructions in this article relate to Compliance.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Compliance  has been designed for clients to manage information relating to the ...
  6. Set Bank Overdraft Limit

    The instructions in this article relate to  Set Bank Overdraft Limit .  The icon may be located on your  StrataMax Desktop  or found using the  StrataMax Search . Set Bank Overdraft Limit offers the ability ...
  7. Auto Reverse Journals

    The instructions in this article relate to Auto Reverse Journals .   The icon may be located on your StrataMax Desktop or found using the StrataMax Search for both StrataMax and GLMax. To complete a...
  8. Cheques Printing

    The instructions in this article relate to Cheques Printing .  The icon may be located on  your  StrataMax Desktop  or found using the  StrataMax Search . Cheques Printing  icon is to be used when a Cheq...
  9. Arrears Notice Overview & Configuration

    The content in this article relate to Arrears Notice.  The icon may be located on your StrataMax Desktop or found using the StrataMax Search . The arrears process in StrataMax is designed around an arrears schedule  (conf...
  10. Reports / Utilities (Global) | Custom Queries

    Instructions in this article relate to Custom Queries,  which is an option in the Group  menu Reports/Utilities Global . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . These reports are b...