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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...
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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 . ...
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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...
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Last Updated: 21/01/2025
in StrataMax Banking Split Banking
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...
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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 ...
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Last Updated: 21/01/2025
in StrataMax Banking
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 ...
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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...
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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...
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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...
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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...