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September 18, 2023
254
Learn how to mark an asset as sold in STRATAFOLIO and improve your property management tracking. Read more in this Knowledge Base article.
March 7, 2024
121
A description of STRATAFOLIO's Lease Index and its functions.
February 22, 2024
245
Feature Overview
Classes are the easiest way to keep track of multiple assets/properties in one QuickBooks account. Using classes helps create a more manageable—and more easily navigated—Chart of Accounts (COA). In QuickBooks, not only can you track your expenses, but you can also use class...
April 4, 2024
385
Learn how to seamlessly map a new account created in QuickBooks to STRATAFOLIO. Streamline your financial management across platforms with this helpful guide.
February 22, 2024
385
...invitation to collaborate with us on the Smartsheet. If you do not already have an account with them, you can create one for free.
Filling Out the Asset Intake Form
Begin by clicking on any cell and filling in the requested information. We only require the fields below, but the more informati...
February 22, 2024
150
An important part of your business is your investors and showing them how your assets are performing. In STRATAFOLIO, you can allow as many investors as you have access to your portfolio (or just their investment in your portfolio) and they can see up-to-date information on the performance. They wi...
September 18, 2023
102
...nd then Loans. Select the i for more information on the loan that you would like to edit.
Note: You will only see the active loans for unsold assets in the Loan Dashboard in STRATAFOLIO. To see all loans that have been entered in STRATAFOLIO, you must look under left-hand navigation bar then...
September 18, 2023
264
...can use to make it easier to get the message out to the correct tenants fast. Sort using any or all of the following:
Organization
Entities
Assets
Buildings
Units
Lease Type
Lease Status
Tenants
Send a Single Message or Attach a File
Select the tenant or tenants t...
January 26, 2024
528
Learn how to input a lease into STRATAFOLIO to streamline your lease tracking and reporting processes effectively.
September 18, 2023
120
Learn how to easily add and update property valuations in STRATAFOLIO to enhance your real estate portfolio management with accurate and up-to-date valuations.