Reporting

Building Managers in Strata Master A Building Manager contact type is available in Strata Master.  Adding a Building Manager 1. Building Managers can be added in the same manner as Real Estate Agents by navigating to Manage > Contacts. The scr...

Change or Edit a Time Charge Record in Strata Master For setting up Time Charging and creating Time Charge records, please refer to this article - https://kb.rockend.com/help/time-charging-in-strata-master To Make a Change to a Time Charge That ...

Checks and Balances in Strata Master There are a few accounts which process internally when you make an entry or transact, meaning that figures checked in 2 reports or screens should agree. These are "checks and balances". These checks should be m...

Editing an Expense Account in Search/Edit Transactions in Strata Master You may have processed an expense and now need to change the General Ledger expense code that has been applied to the transaction. There are conditions that limit whether you ...

Interim Reporting Setup and Use Configuration Manage | Interim Reporting Agency When the interim reports are issued for multiple plans, or individual plans you are able to produce reports based on agency wide default criteria. Owners Corporatio...

Levy Wizard Delivery Method Options Explained in Strata Master When issuing Levy Notices, there are options to how you wish to issue the levy notices.  This article will clarify those options. What is the Levy Wizard The levy wizard is the range...

Microsoft Outlook Pop Up Message When Emailing from Strata Master Are you receiving an annoying repetitive pop up message that looks like the screenshot below ?  It is a Microsoft Outlook popup that asks you to allow a program to access your inform...

Recording Loan Repayments in Strata Master A Strata Plan or other type of Strata Corporation may take out a loan from a financial institution and need to make repayments. If you have a loan and need to process a repayment deducted from your trust a...

Reports to Print Prior to Restore and Rekey of Data in Strata Master When a 'Restore' is processed, a previous backup is selected to be the point at which the data is 'restored'.  It is important to acknowledge that any entries processed after that...

Rollover a Financial Year in Strata Master Once a Financial Year End has passed and the AGM has been held, you may be ready to update the Financial Year End date on the Corp Screen. This is called rolling the Year over, or processing a rollover. ...

Strata Community Association Members Disclosure Statement 1 July 2021 Professional Standards Legislation requires the following statement for association members who are covered by a Professional Standards scheme, in a font size no less than Times ...

Strata Plan Has 2 or More Street Frontages and Addresses in Strata Master It is possible that a Strata Plan has Lots with different street addresses.  This can occur when a Strata Plan is on a corner block or has Lo9ts that back onto each other fac...

Time Charging in Strata Master This article will provide steps to process time charging fees to your management fees. To check that your management fees are set to allow and record time charging, please review this quick video - https://kb.rocken...

VCAT Notices in Strata Master VCAT Notices are required to be attached to documents such as Levy Notices and Debt Recovery Notices for Strata Plans / Owners Corporations in Victoria. This article will step through the set up of the VCAT document...

Roll Back A Tax Year End in Strata Master Why you may need to roll back a tax year end -  the year is out of step and needs to be rolled back, or  the reports were run but the printer did not print properly and they need to be reprinted Where ...

Issue Lot Owner Statement for One Lot Owner in Strata Master A Lot Owner Statement can be issued through the Levy Wizard or by issuing a Current Owner Account report. In this article we will review both methods. Please note - DO NOT issue Lot O...

SMS Not Working When Sending Levies or Debt Recovery Reminders from Strata Master This article will assist where users are able to send manual individual SMS but unable to send SMS by Bulk through Levies Issuance or Debt Recovery. For general setu...

Bank Statement Filing Issues in Strata Master Bank statement filing is available through Macquarie Bank and allows the download and saving of bank statement copies. It is found in Wizards > Bank Statement filing. This article will list some checks...

Status Reports Issued in Strata Master This article is a guide to where you can locate relevant information when reviewing Management Fees related to Status Certificate issuance and Strata Roll issuance.   Status Reports Issued When reviewing Sta...

Understanding Calculations of the Mandatory Audit Report in Strata Master Summary Learn about the Mandatory Audit Report is included in presentation of Annual General Meeting Reports for NSW and ACT. Covered in this article: Overview ...

About the Mandatory Audit Report in Strata Master Summary Learn about New South Wales Legislation Compliance, the criteria for determining Owners Corporations affected by the Legislation and how to generate a report, for those Owners Corporation...

Edit a Quantity Management Fee Detail in Strata Master Summary When the charging of Quantity Management Fees is for a particular Lot or purpose, it is possible to add that detail to the fee and review that information in the Management...

Understanding Manager Name on Levy & Remittance Emails from Strata Master Summary Email Templates have insert fields for the name of the Strata Plan Manager. These insert fields may pull the name from different locations, potentially s...