Strata Master Top Tips

This page lists all of the Top Tips created to help you get more out of your STRATA Master software.

Articles

 STRATA Master Top Tip #1 - Quickly Email All Owners in a Building
The first tip aims to show you how to quickly email all owners in a building - an easy to use piece of functionality that all Strata Managers should be making use of.
 STRATA Master Top Tip #2-5 - Mail-Merge Mastery
This ongoing series of tips aims to show how to send personalised bulk mailouts to the owners and residents of a property, using information saved in STRATA Master and linking it to Microsoft Word
 STRATA Master Top Tip #6 - Group Tasks Using a Diary Record
This tip shows a better way to manage major works projects using the Owners Corp diary
 STRATA Master Top Tip #7 - Rebalance a Balance Sheet
This tip shows how to quickly fix a Balance Sheet where the Net Owners Funds and the Net Assets are not balanced.
 STRATA Master Top Tip #8-9 - Managing Legislative Compliance
These tips show how you can manage new legislation requirements across your portfolio, using a combination of the compliance register, the register wizard, and the reminders function.
 STRATA Master Top Tip #10 - Bulk Closing Work Orders
This tip covers how to close diaries, work orders and quotes in bulk, instead of one at a time.
 STRATA Master Top Tip #11 - Automatic Reminders
This tip shows how to set up and use the automatic reminders in STRATA Master
 STRATA Master Top Tip #12 - STRATA Mobile
STRATA Mobile  Ever wanted to have access to the information in STRATA Master while you're on the road? With STRATA Mobile for iPhone or Android , you'll never be caught without a building's address or a client's phone numb...
 STRATA Master Top Tip #13 - Recording By-Law Breaches in the Lot Owner Diary
Use the Lot Owner Diary to record by-law breaches
 STRATA Master Top Tip #14 - Quick Work Orders
Quick Work Orders Not every maintenance job requires quotes, or is part of a larger project. Sometimes there's just something that requires fixing - FAST! For quick jobs, you don't have to use the diary to send a work order, watch the vide...
 STRATA Master Top Tip #15 - The User Diary
How to use the User Diary to manage your portfolio, or assign tasks to other users.
 STRATA Master Top Tip #16 - The Asset Register
How to use STRATA Master's Asset Register to keep track of capital expenses over the life of a property
 STRATA Master Top Tip #17 - Managing Tradespeople
How to set up tradespeople preferences for the plans in your portfolio
 STRATA Master Top Tip #18 - Repairs & Maintenance Preferences
How to set up plan specific preferences for repairs and maintenance cost limits and default access contacts.
 STRATA Master Top Tip #19 - Debt Recovery Exclusions
How to set an individual or an entire property as excluded from the debt recovery system
 STRATA Master Top Tip #20 - Change Manager Wizard
How to use the Change Manager Wizard to assign properties in bulk to a new manager
 STRATA Master Top Tip #21 - Privacy & Portals
Portals & Privacy Acts This tip deals with changes to Australian Privacy Laws, and one way you can avoid a potential breach when sending out web access notifications to your customers. Download the updated templates here ...
 STRATA Master Top Tip #22 - Quick Reports
How to get the most out of Quick Reports
 STRATA Master Top Tip #23 - Quantity Management Fees
Quantity Management Fees Learn how to use Quantity Management Fees to record charges for items on a per item basis. Perfect for charging for photocopies, mail-outs, even insurance claims and work orders.  ...
 STRATA Master Top Tip #24 - Delegated Functions Report
Delegated Functions Report The delegated functions report gives a complete breakdown of all tasks completed by your agency - learn how to use it by viewing Tip #24! This report was designed to be compliant with Section 55 of the STRATA Schemes Man...
 STRATA Master Top Tip #25 - fileSMART Multiple Invoice Dissections
Multiple Invoice Dissections using fileSMART Creditor Invoicing It's possible to have a single invoice broken down into multiple expense accounts, even when you're using fileSMART Creditor Invoicing (FSCI). Find out how in Top Tip #25. ...
 STRATA Master Top Tip #26 - Online Voting Setup
Online Voting Setup Save time on your General Meetings by giving your customers the opportunity to vote online, before the meeting even takes place! To find out how to set up STRATA Master and your Owner/Committee Portals to use this great feature,...
 STRATA Master Top Tip #27 - Using Online Voting
Using Online Voting Save time on your General Meetings by giving your customers the opportunity to vote online, before the meeting even takes place! To find out how to use Online Voting, and how the votes will be recorded and displayed, view the vi...
 STRATA Master Top Tip #28 - How to Vote Online
How to Vote Online Find out what your lot owners will have to do to use online voting - you could even send them the youtube link so they'll know exactly what to do. If you're not sure if online voting is permitted by your legislation, we&...
 STRATA Master Top Tip #29 - Audit Trail Report
Audit Trail Report The Audit Trail Report allows you to find what changes have been made to the data in your STRATA Master database. Find out what information can be displayed and how to find it by watching the tip below. ...
 STRATA Master Top Tip #30 - Linked Insurance Claims
Linked Insurance Claims Insurance Claims can be messy to stay on top of. To make it easier to see which claims have to do with which work orders and quotes, watch the tip below and learn how to link insurance claims to repairs and maintenance items...
 STRATA Master Top Tip #31 - Diary Search
The Diary Search Function Most Strata Plans will have a lot going on in their diaries. But it doesn't have to be hard to find a particular diary entry - use some simple tips and a often-overlooked search function to find the diary entry you'...
 STRATA Master Top Tip #32 - Communication Wizard Overhaul
Communication Wizard Overhaul Our very first tip told you how to use the Communication Wizard to email all owners in a plan, and we heard it was so useful that we decided to make it even better!  Check out the latest changes to the Bulk Email...
 STRATA Master Top Tip #33 - FSCI Multiple Dissection Notes
Multiple Dissection Notes for fileSMART Creditor Invoicing  To make processing invoices relating to multiple expense accounts easier through fileSMART Creditor Invoicing (FSCI), we've added the ability to enter notes in fileSMART detailing...
 STRATA Master Top Tip #34 - Hide Email Addresses on the Strata Roll
Hide Email Addresses on the Strata Roll For those Strata Plans that take their privacy seriously, you can give them piece of mind by choosing to hide their email addresses when the Strata Roll is produced.  For more information on upda...
 STRATA Master Top Tip #35 - Payment Details on Status Certificates
Payment Details on Status Certificates When a property is being sold, make things easier on everyone by including the levy payment details on the Status Certificate template.  This will also assist with legislative compliance for Victorian le...
 STRATA Master Top Tip #36 - Identifying Valid Tenancies
Identifying Valid Tenancies Learn how to find which lots are actively tenanted in a building using STRATA Master.   Not only will this allow you to easily communicate with tenants, it will also allow you to quickly see which buildings have m...
 STRATA Master Top Tip #37 - Negative Reminders
Negative Reminders Learn how to create reminders that trigger after the due date, rather than before the due date using STRATA Master.   This is particularly useful for the many users who don't set due dates on their diaries, quotes and ...
 STRATA Master Top Tip #38 - Reject Receipts
Rejecting Automatic Levy Receipts Learn how to stop an owner or plan from having its deposits allocated automatically from the bank download in STRATA Master.   This is useful when you want to avoid paying specific receipts, like when an own...
 STRATA Master Top Tip #39 - Pop-up Message on Receipts
Pop-up Messages on Manual Levy Receipts Learn how to add a popup reminder message to manual receipts in STRATA Master.   This means that you don't have to worry about remembering why you are manually receipting; even if the deposit comes t...
 STRATA Master Top Tip #40 - Update Preferred Tradesmen
Update Preferred Tradesmen via Creditor Invoice Learn how to easily update preferred tradesmen for your lots in STRATA Master.   Save time with this simple trick, which allows you to add preferred tradesmen to buildings as you go rather than e...
 STRATA Master Top Tip #41 - Bank Details on Insurance Claims
Display Bank Details on Insurance Claims Learn how to add bank details to insurance claims generated in STRATA Master.   With just 1 click you no longer have to go to the trouble of sending your bank details separately to get the claim paid ou...
 STRATA Master Top Tip #42 - The User Voice
Strata Master User Voice Learn how to make a view product improvement suggestions in User Voice! ...
 STRATA Master Top Tip #43 - Bulk Approve Invoices on Hold
Bulk Approve On-Hold Creditor Invoices Learn the most efficient way to approve Creditor Invoices that are on hold. The approve invoices function lets you approve invoices in bulk, by plan or by creditor. ...
 Strata Master Top Tip #44 - Import/Export Portfolio Data
Exporting & Importing Static Portfolio Data When a plan is lost or gained, you can make the transition easier by processing an imported file containing the property's static data.   ...
 Strata Master Top Tip #45 - Find Creditors in Quick Reports
Finding Creditors using Quick Reports When you're looking for a particular type of tradesman to work on a plan, use this process to find one familiar with the property.   ...
 Strata Master Top Tip #46 - Plan with Multiple Addresses
Managing Plans with Multiple Addresses  This tip covers how you can set up a plan that has multiple street addresses, from large developments to properties on corner blocks, and how the system can help you manage them easily.   ...
 Strata Master Top Tip #47 - Add Levy Messages
Additional Levy Messages Send a levy notice or invoice with a customised message from the business automatically by watching this top tip!  ...
 Strata Master Top Tip #48 - Add Company Nominee
Add Company Nominee Learn how to add a company nominee to a lot in Strata Master.  Not only is this necessary for your meetings, we'll also show you how to have the nominee appear on your meeting reports, so when you're in a meeting y...
 Strata Master Top Tip #49 - Checking Insurance Coverage
Checking Insurance Coverage Learn how to quickly check that all your buildings have insurance policies that cover their valuation in Strata Master.  This is a quick and easy way to find plans that need their insurance policies updated so that...
 Strata Master Top Tip #50 - Additional Contacts
Additional Contacts This week, learn how to correctly add multiple email addresses to a single contact in Strata Master.  This is a quick and easy way to make sure you’re getting the right emails to the right people -including the all-i...
 Strata Master Top Tip #51 - Showing Repairs on Portals
Show Repairs on Portals This week, learn how to correctly show repairs on the portals in Strata Master.  You’ll reduce the number of calls and emails you receive asking when repairs will be completed by empowering your customers to logi...
 Strata Master Top Tip #52 - Duplicate Invoice Checking
Checking for Duplicate Creditor Invoices This week, learn how to reduce unnecessary duplicate invoice checks in Strata Master.   By configuring Strata Master to check the invoice number you’ll only get notified when an invoice is defini...
 Strata Master Top Tip #53 - Simplify Owners' Reports
Simplify Owners' Reports This week, learn how to generate an accounts breakdown that's easier to understand for owners.  The owner ledger is great for accountants, but not so easy to understand for those of us without an accounts back...
 Strata Master Top Tip #54 - Secondary Creditor Types
Secondary Creditor Types Learn how to add a secondary creditor type in Strata Master.   Not all tradies wear only one hat, and that should be reflected in Strata Master too. With secondary creditor types added, these contractors will appear i...
 Strata Master Top Tip #55 - Auto-clear debt recovery
Automatically Clear Debt Recovery Learn how to automatically clear someone from debt recovery in Strata Master.  This ensures they will stop receiving arrears notices and won’t be sent to a debt collector once they have paid their debts...
 Strata Master Top Tip #56 - Split Receipts
Split Receipt Allocation In some circumstances, you can avoid the special levies and additional work that comes with an admin fund going into a deficit by selectively allocating receipts. ...
 Strata Master Top Tip #57 - New Owner Selector Options
New Owner Selector Options Version 11.0 of Strata Master included an update to the Owner Selector - find out about the new ways to search for an Owner below. ...
 Strata Master Top Tip #58 - Storing Confidential Documents
Storing Confidential Documents This week learn how to store sensitive documents in Strata Master.  It’s easy to keep confidential documents from coming up in strata searches thanks to the new Miscellaneous folder introduced in Strata Mas...
 Strata Master Top Tip #59 - Miscellaneous Owner Invoices Update
Miscellaneous Owner Invoices Update This week learn how to edit miscellaneous owner invoice fields in Strata Master.  Enhancements to miscellaneous owner invoices in Strata Master v11 mean you can now edit the GST amount, adjust the due date, ...
 Strata Master Top Tip #60 - Communication Wizard Update
Communication Wizard Update This week learn how to use the updated Communication Wizard in Strata Master v11.  After the major overhaul in v10.5, you had some feedback for us – and we’ve implemented it in v11! The preview screen is...
 Strata Master Top Tip #61 - Updated merge fields
Updated merge fields This week learn how to use the new merge fields in Strata Master v11.  Save time with the new “tenant email” and “resident email” mail-merge fields. No more posted mail-outs to tenants or agents, in...
 Strata Master Top Tip #62 - Notice Delivery Method
Notice Delivery Method This week learn how to use the view the delivery method for specific notices in Strata Master v11.  Eliminate any uncertainty regarding when and how debt recovery notices and annual notices of levies are sent. We’l...
 Strata Master Top Tip #63 - Portal Reports
Portal Reports This week learn about the additional reporting parameters added to the owner and committee portals in Strata Master v11.  It’s now even easier for your customers to find the information they need with the online portals, m...
 Strata Master Top Tip #64 - Financial Group Reports on Portals
Financial Group Reports on Portals This week learn how to add financial group reports to the portals in Strata Master v11.  Your customers will then have easier access to the financial information they need, meaning fewer repetitive calls and ...
 Strata Master Top Tip #65 - Interim Report Order & Tenants in Quick Reports
Interim Report Order & Tenants in Quick Reports This week learn how to change the order of interim reports and use new data fields in Strata Master v11.  Changing the order of interim reports means you can now arrange them in an order that...
 Strata Master Top Tip #66 - Future Dates Warning
Future Dates Warning This week learn how to ensure you don’t accidentally enter levy and invoice dates too far in advance in Strata Master version 11.  Reduce human error and the resulting missed levies or awkward invoices by ensuring u...
 Strata Master Top Tip #67 - Using existing contacts for new lots
Using existing contact records when entering Lot Owners This week learn how to add a new lot to an existing owner in Strata Master.   We’ll show you how to stop creating duplicate owner records when changing ownership of a lot to a cont...
 Strata Master Top Tip #68 - Perfect Dates
Perfect Dates This week, we’ll show you 3 quick date tricks in Strata Master.  All designed to save you time and clicks, today's tips make you more efficient than ever, have your index finger thanking you for watching. ...
 Strata Master Top Tip #69 - Payment Plans
Payment Plans This week, learn how to track owners on payment plans in Strata Master.  Not only will you save time recording and tracking these owners, you’ll also learn how to ensure they don't accidentally get sent a debt recovery ...
 Strata Master Top Tip #70 - The down-lo of Downloads
The Down-lo of Downloads This week, learn all about the bank download options in Strata Master. Save time and trees, as you’ll understand what you do and don’t need to print, and ensure your bank download is set up correctly. ...
 Strata Master Top Tip #71 - Levy Periods on Levy Notices
Levy Periods on Levy Notices This week, learn how to add the period to levy notices produced in Strata Master. Stop the calls from owners asking which period a levy is for by clearly providing that information on the levy notice.  ...
 Strata Master Top Tip #72 - On-charge invoices with File Smart Creditor Invoicing
On-charge Invoices with File Smart Creditor Invoicing This week, learn how to on charge an invoice with File Smart Creditor Invoicing and Strata Master.  No longer do you need to double handle these invoices by first paying the creditor and...
 Strata Master Top Tip #73 - Amalgamated Management Fees
Amalgamated Management Fees This week, learn how to amalgamate your management fees with Strata Master. You’ll stop individual management fees from every plan appearing on your bank statement, so it’s much less messy and easier to re...
 Strata Master Top Tip #74 - Rockend University
Rockend University This week, learn how to register for online training for Strata Master. You’ve told us you want online training, and unfortunately we can’t turn you into a Strata Master expert with a 1-minute tip. But a 1-hour onl...
 Strata Master Top Tip #75 - Meeting Resolution Templates
Meeting Resolution Templates This week, learn how to add additional resolution templates to the meeting wizard in Strata Master.   Save time writing minutes by creating templates that enable you to quickly add various resolutions for com...
 Strata Master Top Tip #76 - Data Security
Data Security This week, learn how to ensure your data is secure and safe from hackers who might try to hold it ransom. Ransomware attacks are becoming more common. Simple steps like proper backups will make it harder for anyone to g...
 Strata Master Top Tip #77 - Additional Debtor Lots
Additional Debtor Lots Learn how to set up and charge an additional debtor in Strata master. The additional debtor function makes it easier to charge an entity that regularly owes the owners corporation money for something – like advertising...
 Strata Master Top Tip #78 - Re-balance a Balance Sheet
Re-balancing a Balance Sheet This tip shows how a Balance Sheet can become unbalanced, and more importantly how to fix it! If the Net Owners Funds and Net Assets don't match and you need to send reports to your owners, or to an auditor, watch ...
 Strata Master Top Tip #79 - The Proxy Register
The Proxy Register Learn how to save and access proxies in this tip. Now you can finally stop carrying around reams of paper to keep track of proxies. With a little help from Strata Master they can be accessed quickly and easily, so you can reac...
 Strata Master Top Tip #80 - Preview and Save Reports for Opening Balances
Preview and Save Reports for Opening Balances Learn how to reduce errors when entering opening balances, plus a process to follow that will make it easier to fix any issues that come about if a mistake still slips through. So you can not only reduc...
 Strata Master Top Tip #81 - Portals Tips - Activity Reports & Budgets
Portals Tips: Portals Activity Reports and Budget Reports The Owner and Committee Portals were given a big update in Version 11.5 of Strata Master . In this pair of tips, you’ll learn how to toggle the budget and levy schedule reports on you...
 Strata Master Top Tip #82 - Bulk BPAY
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