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What Do Payment Statuses and Workflows Mean?

The All Payments view gives you a complete picture of every payment across your organizations in one place. You can

How to Map QuickBooks Accounts to Your STRATAFOLIO Hierarchy

When your QuickBooks file holds more than one property, STRATAFOLIO needs to know where each transaction belongs. Hierarchy mapping tells

How to Set Up and Correct Sales Tax on Invoices in STRATAFOLIO-kb

You set up and control sales tax on tenant invoices in QuickBooks, not in STRATAFOLIO. STRATAFOLIO pulls in whatever tax

How to Use the Tenant Insurance Index Page and What I Can Do On It-kb

Keeping track of tenant insurance across an entire portfolio can be one of the most time-consuming parts of managing commercial

How to Add, Track, and Manage Tenant COIs-kb

What is a COI An insurance company issues a Certificate of Insurance (COI) to verify active insurance coverage for a

How Do I Email Invoices to Tenants-kb

STRATAFOLIO allows you to email finalized invoices to tenants. You can email invoices individually or in bulk from the Rent

How to Handle Tenant Move-Ins and Move-Outs-kb

Accurately handling tenant move-ins and move-outs in STRATAFOLIO is essential for maintaining clean records, ensuring correct accounting, and keeping your