| Education | STRATA Master Courses
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STRATA Master Courses
The following courses are aimed to ensure specific skill areas for the different roles in your business are covered in logical chunks of learning. The learning path also shows how training is delivered according to experience and responsibility within the business.
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STRATA Master Basics
The STRATA Master Basics Course is designed to give a new user the foundations to navigate, be aware of and use the core functionality within the software.
Learning Outcomes:
At the end of the course you will be able to:
- Navigate the software using:
- Menus
- Shortcuts
- Multitasking and
- Search functionality
- Produce reports from the software using:
- Formatted Reports
- Quick Reports
- Interim Reporting Wizard
- Contact Management including:
- Owners
- Agents
- Tenants
- Creditors
- Manage the Executive Committee:
- Check & Modify Members
- Deleting a member
- Communicating with the Executive Committee
- Print Labels
- Mail Merge
- Overview of the mail merge function
- Running a Mail Merge
Pre-requisites:
Basic knowledge of Windows applications and Strata Management.
Price: $220 (incl GST)
Duration: 3.5 Hours
Delivery: The course is delivered in our training rooms in your capital city. Workbooks are provided.
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STRATA Master Manager
The STRATA Master Managers Course is designed to focus on the needs of the Strata Manager and those staff who are involved in the day to day duties of a Manager.
Learning Outcomes:
At the end of the course you will be able to:
- Update Building Information including:
- General Information
- Insurances
- Assets
- Managing Tradespeople:
- Setting up Contracted, Preferred & Excluded Tradespeople
- Edit & Delete Tradespeople
- Reporting
- Utilise the Contract Register:
- Add, Edit and Delete Contracts
- Manage Contracts
- Reporting on Contracts
- Create Diary Entries:
- Add, Edit and Manage Work Orders
- Time Based Charging
- Diary Reporting
- Lodge and report on Insurance Clams
- Manage Meeting Dates & Times
- Reviewing Financial Statements
- Meeting Procedures
- Budget Preparation
- Meeting Attendance Register
- Post AGM Procedures
- Add, Retrieve and Remove Documents from the Register
Pre-requisites:
STRATA Master Essentials experience and basic computer skills.
Price: $385 (incl GST)
Duration: 7 Hours
Delivery: The course is delivered in our training rooms in your capital city. Workbooks are provided.
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STRATA Master Introductory Accounting
The STRATA Master Introductory Accounting Course is designed to teach the skills required to perform the day to day accounting functions of STRATA Master.
Learning Outcomes:
At the end of the course you will be able to:
- Enter Opening Balances for an Owners Corporation
- Issuing Levies including:
- Posting Levies
- Printing Levy Notices & Reminder Notices
- Understanding Owner Ledgers & Current
- Owner Accounts
- Issuing Owner Invoices
- Understand the Receipting Functionality including:
- Interest Calculations
- Automatic & Downloading Receipting
- Receipting for Insurance Claims
- Trust Ledger Receipts (for Single Trust Accounts)
- Create Manual Banking
- Charging Management Fees including:
- Understanding Different Types of Management Fees
- Charging Standard and Ad-Hoc Fees
- Processing & Reporting Monthly
- Management Fees
- Managing Creditor Payments including:
- Entering Creditor Invoices
- Issuing One-off cheque Payments
- Processing Creditor Payments
- Cancellations and Reporting
- Reconcile Bank Accounts including:
- Manual Bank Reconciliations
- Investment Accounts
- Accounting for GST Payments & Refunds
Pre-requisites:
Basic knowledge of Windows and Strata Management.
Price: $385 (incl GST)
Duration: 7 Hours
Delivery: The course is delivered in our training rooms in your capital city. Workbooks are provided.
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STRATA Master Advanced Accounting
The STRATA Master Advanced Accounting Course is designed to complement the Introductory Accounting course, and covers the advanced accounting functions in the software.
Learning Outcomes:
At the end of the course you will be able to:
- Process Advanced Levy Functions including:
- Advanced Levy Postings
- Discounted Levies
- Adjust for Sub-divisions
- Differential Levy Postings
- Perform Accounting Adjustments including:
- Searching, Editing and Cancelling Transactions
- Create Standard and Auto-Reverse Journals
- Transfer Money between Funds
- Accounting for Petty Cash
- Perform Advanced Bank Reconciliations
- Account for Additional Debtors & Loans
- Understanding GST including:
- Reporting for GST
- GST on Transactions
- Differences between Cash and Non-Cash (Accrual) Reporting
- GST / PAYG Payments & Refunds
- Reconciliation of the GST Clearing Accounts
- Procedures to change GST Registration Status of a Plan
- Create Advanced Financial Reports including:
- Year End Rollover
- Changing the Financial Year End
- Preparing for Trust Account Audits
- Reporting for Taxation Purposes
Pre-requisites:
Thorough knowledge of STRATA Master, have attended Introductory Accounting and have a strong accounting ability.
Price: $385 (incl GST)
Duration: 7 Hours
Delivery: The course is delivered in our training rooms in your capital city. Workbooks are provided.
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