New Articles

  1. Error Messages

    Error Messages If you receive an error message, the cause and the resolution can be so broad that logging a case to report an error message, with the problem description being "error message" or even "error message in meeting wiza...
  2. Viewing Reminders for Other Users

    Viewing Reminders for Other Users The article will assist any User to view to Reminders for other Users, where that User is designated as a Manager. Where is the Reminders Configuration ? Go to Manage > Reminders Configuration The Re...
  3. Reconciling an Investment Account

    Reconciling an Investment Account This article will assist you to enter interest and fees to balance to an Investment Account Bank Statement or Notice of Balance. - When interest is earned, the bank will add it to the investment account balance h...
  4. Bank Download Failed

    Bank Download Failed This article will assist you to manage failures where the reports do not print or the download fails part way through and does not complete. If reports do not print, they cannot be reprinted. If you use Filesmart as your docu...
  5. Blank pages appearing in documents that are scanned to File Smart Archive

    Blank pages appearing in documents that are scanned to File Smart Archive We’ve had reports of several customers scanning documents into File Smart and finding they are blank. This includes Printmail collations as well as general printing of...
  6. Additional Contacts

    Additional Contacts and Additional Details This article will assist you to understand the uses and consequences of adding additional contacts. Note : as is always the case in Knowledge Base articles, details in any screenshot are fictitious Us...
  7. How To Run a System Requirement Tool Test

    How to Run a System Requirement Tool (SRT) Report This article will guide you to run a System Requirement Tool (SRT) report. This will assist where you are experiencing slow performance or frequent errors . What Does the System Requirement Tool ...
  8. Error Referring to UDL

    Error Message referring to UDL File When Logging In This article will assist you to log in when you receive an error message asking you to check your UDL file, when logging in. It may assist in other cases where errors refer to not being able to lo...
  9. Search for a Transaction

    Search for a Transaction This article will assist you to see what transactions have already been processed in Strata Master, and is a general guide. Searching for transactions assists you to reconcile your bank statements to Strata Master, ensure ...
  10. Bank Reconciliation Does Not Balance

    Bank Reconciliation Does Not Balance - Multiple Bank Accounts To Be Used where Multiple (Individual) Bank Accounts are in Use This article will assist you to locate and correct errors which are causing your bank reconciliation to be unreconciled. ...