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Using Reminders in Strata Master

Learn the best way to use reminders in Strata Master so no tasks are forgotten and you're always up to date with contracts, compliance, and more. We will also show you how to report on reminders.

In this webinar we will cover:
• How to configure Reminders
• When you can use Reminders
• Different types of Reminders

When? November 16 @ 2.00pm AEDT
Length? 30min + Q&A
Who: Any Strata Master users who want to utilise reminders better. 

 

Property Tree November Release

Learn about all the updates coming in the November Property Tree release so you can start using them straight away.

In this webinar we will cover:
• How to configure the changes to auto-communications
• How to start using the new Direct Debit functionality
• How to pin notes to a profile
• The new reporting 
features

When? November 23 @ 11.30am AEDT
Length? 45min + Q&A
Who: Property Tree users. 

 

The Creditor Payment Process in Rest Professional

Get a better understanding of the end to end payment process, so you are better equipped to handle mistakes or errors through reversals, and can ensure that you are following the most efficient payment process in Rest professional.

In this webinar we will cover:
• Entering Invoices
• The end to end creditor disbursement process in Rest Professional
• Reversing payments, bank files and cheques
• Understanding an outstanding disbursement 

When? November 23 @ 1.00pm AEDT
Length? 30min + Q&A
Who:  Rest Professional users involved in the invoice entry or creditor payment process.

 

Investment Bank Accounts in Strata Master

Learn how to better manage your investments and increase simplicity when reconciling accounts.

In this webinar we will cover:
• How to set up investment accounts
• Reconciling investment accounts
• Transferring to/from investment accounts
• Reporting on investments

When? December 11 @ 11.00am AEDT
Length? 30min + Q&A
Who: Strata Master users who manage strata plans with investment bank accounts. 

Bank Reconciliation in Rest Professional

Do you want to better understanding of the Bank Rec process, or even just make sure you are processing everything correctly? This webinar will help you do that, whilst also enabling you to better identify and rectify errors.


In this webinar we will cover:
• Understanding the Bank Reconciliation Screen
• Performing a Bank Reconciliation
• Troubleshooting and resolving common balancing problems 

When? December 13 @ 11.00am AEDT
Length? 30min + Q&A
Who: Rest Professional users involved in the bank reconciliation process.

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