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The instructions in this article relate to Edit Invoice List . The icon may be located from within GLMax on your StrataMax Desktop or found using the StrataMax Search . Edit Invoice List (Invoice Code Se...
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The instructions in this article relates to Debtor Import which can be found by searching or selecting it from the GLMax desktop. The Debtor Import menu will import debtors (owners) from StrataMax, or transfer in debtors from anoth...
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The A/c Manager Income Query produces an income report in Excel showing the total of the income raised for each time an 'Invoice Code' for a building or buildings has been processed, within the specified date range set. This Report can only be run...
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The instructions in this article relate to Work Queues in DocMax . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . We also offer a completely free 'DocMax Basics' online course,...
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The instructions in this article relate to Disbursements . The icon may be located on your StrataMax Desktop or found using the StrataMax Search . Disbursements is designed to automatically record particular events t...
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This article is designed to be used as a reference guide to all the areas in StrataMax that integrate with DocMax and allow document attachment. We also offer a completely free 'DocMax Basics' online course, which you can enrol in here ...
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This article covers an overview of the DocMax interface, and navigation of DocMax, as well as the available settings within DocMax . There are no processes contained within this article, and should only be used as a reference for information. ...
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This articles covers the Online Portal Uploads sections in DocMax . This is where documents are placed waiting to be synchronised. This can be for the upload of new documents, removal of pending documents, as well as update of documents. H...
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DocMax is a document management system, and is the perfect companion for StrataMax. As digitised records become more of a necessity rather than a luxury, we encourage our clients to utilise DocMax to its fullest capacity. DocMax integrates with ot...
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The instructions in this article cover the the Export Documents function in the DocMax ribbon. We also offer a completely free 'DocMax Basics' online course, which you can enrol in here ! Please see the StrataMax Online Courses...