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Topics: Getting Started

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  • KB Home
  • Getting Started

Understanding the STRATAFOLIO Platform: Navigation, Structure, and Key Tools

How to Add an Asset

How to Add an Entity

How to Add a Property Manager as a User in STRATAFOLIO

Mapping New Loans in STRATAFOLIO

Mapping Classes in STRATAFOLIO

Map QuickBooks Accounts to STRATAFOLIO Properly

How to Add Contacts in STRATAFOLIO

How to Use QuickBooks Online with STRATAFOLIO

How To Update Your Auto-Logoff in STRATAFOLIO

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Recent articles

  • How to Clone CAM Periods in STRATAFOLIO
  • How ACH Payments Work in STRATAFOLIO
  • Recording Tenant Security Deposits
  • Additional Charges in STRATAFOLIO
  • How to Add, Track, and Manage Tenant COIs

Most viewed articles

  • Run CAM Reconciliation End-to-End
  • Set Up Payment Integration (ACH) as an Owner
  • Set up ACH Payments as a Tenant in STRATAFOLIO
  • How To Add a New QuickBooks Desktop Integration to STRATAFOLIO
  • Invite a User and Assign the Right Role

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460 12th Ave SE
Suite 100
Cedar Rapids, IA 52401
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Contact us: (319) 214-3092

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