Management

How to Add a New User in Strata Master Overview  This document will take you through the process to create a new user, create a log-in, how to delete users and how to view inactive users for Strata Master. How to Add a New User  The Strata Maste...

Adding an Agent or Building Manager in Strata Master The agent contact list is accessed when adding a new owner who has an agency managing their property, or when an owner occupier decides to rent their Lot. This article will show you how to - c...

Adding or Changing a Creditor Card Description in Strata Master This article will assist you to change a pre-set invoice description that fills automatically on invoices being entered, especially useful when large numbers of invoices have the same ...

Auto-Archiving Documents From Strata Master Report Options Where ever you see the check box named Save report or Save notices to file  on screen in Strata Master this means that you are able to automatically archive a copy of the document in F...

Auto-Recovery Management Fee Setup and Use Guide Your agency is now able to setup revenue accounts with an automated trigger which will recover the amount of the receipt, as a quantity based management fee. This functionality replicates the aut...

Bank Statement Filing Macquarie Bank provides a bulk statement file to be downloaded from their website for both Operating and Investment accounts. At month end you are able to save this statement file and STRATA Master will split and file the ...

Cancel or Reprint Debt Recovery Notices in Strata Master This article will assist you when - 1. you have run your debt recovery and the Notices have not saved to your document management, or 2. you have run your debt recovery and an error ...

Change An Account Code This article will assist you to determine whether an account code change is possible, or has any adverse repercussions if you do make the change.  Important Note - Any changes or additions to the Chart of Accounts affects ...

Change a Levy Description This article will assist you to change a Levy Description on a Levy, for example, you may need to change the description from Standard Levy Quarter 1 to Levy 1 July 20xx to 30 Sept 20xx. Note that once a Levy Notice has b...

Checklist - New Plan Not Managed Things to check if a plan is not showing as managed  and it should be: Check that a bank account has been assigned. In the “Corp” screen, Bank Acct tab, under the field “Main Bank Account”.  Ensure that a...

Conversion from the Internal Document Register Once fileSMART is configured as your document manager you will no longer be able to access documents previously registered in STRATA Master from the Corp screen. As these documents are located on y...

fileSMART Creditor Invoicing (FSCI) Screen Version 6.5 of STRATA Master, together with Version 5.5 of fileSMART allows you to complete invoice approval in fileSMART through two dedicated invoicing workflows. Once invoices are approv...

Frequently Asked Questions in fileSMART What happens if the conversion program stops working part way through? The conversion will track which documents have been archived from the document register, so if you need to re-run the process yo...

Which merge fields are available when using STRATA Master to create a mail-merge data source for Microsoft Word?

How to set up a Strata Searcher to access the documents for a single plan in fileSMART

Strata Master Run Time Error 94 or 5 This article will assist you to locate the cause of the error above and apply the fix. The errors are usually caused by blank fields in required fields. It is helpful to ensure users of Strata Master understand...

Using fileSMART Integration with STRATA Master Open fileSMART from STRATA Master When the configuration has been completed in STRATA Master, a fileSMART Icon will be displayed on the main toolbar. When you click on the fileSMART Icon if you ha...