Recording Tenant Security Deposits
What is a Security Deposit A security deposit is a sum of money, usually equal to one month’s rent, that a tenant gives to the property owner when they move into a new property. The deposit is meant to cover any damage incurred during the tenancy, and it’s usually refunded (less any remaining charges) after […]
Additional Charges in STRATAFOLIO
What are Additional Charges Additional Charges are recurring or variable charges that are billed to a tenant in addition to base rent. They are used for items that do not need to be reconciled at year-end. You use Additional Charges when: You can also use Additional Charges for pass-through amounts that change month to month, […]
How to Add, Track, and Manage Tenant COIs
What is a COI An insurance company issues a Certificate of Insurance (COI) to verify active insurance coverage for a tenant or vendor. Landlords and property managers often require a COI before work begins or a lease is signed. A standard COI typically includes: Commercial lease agreements commonly require COIs. Tenants generally must provide an […]
Guide to the Tenant Portal
The Tenant Portal in STRATAFOLIO offers tenants a place to view lease information, set up ACH payments, and view or upload files. As a Tenant, you will only be able to view the files your landlord has shared with you. You can also upload documents to share with your landlord. Uploading files can be handy […]
Managing a Lease
What a Lease Represents in STRATAFOLIO Managing a lease in STRATAFOLIO means working from a single, centralized source of truth. The Lease record serves as the foundation for billing, operating expenses, occupancy tracking, alerts, compliance, and reporting across your portfolio. A Lease connects: Managing the Lease correctly ensures: This article explains how to manage Lease […]
How Do I Email Invoices to Tenants?
STRATAFOLIO allows you to email finalized invoices to tenants. You can email invoices individually or in bulk from the Rent Collection Index. Each method behaves differently, so it is important to understand which options are editable and which are controlled by tenant level settings. Invoices are not emailed automatically when they are created or finalized. […]
How are fees recorded for ACH transactions?
STRATAFOLIO uses ACH (Automated Clearing House) transfers to collect rent and other payments. A small processing fee applies to each transaction. STRATAFOLIO automatically records this fee in QuickBooks, depending on who pays it: the Entity (Owner) or the Tenant. This article explains how STRATAFOLIO applies, posts, and records ACH fees in your accounting system to […]
Using STRATAFOLIO with Accrual-Based Accounting
When reviewing financial data in STRATAFOLIO it’s important to understand whether your accounting is managed on a cash vs. accrual basis. The difference between these two accounting methods affects how income and expenses appear in your reports, especially around year-end when transactions may cross between December and January. Understanding Cash vs. Accrual Basis Cash Basis […]
Understanding the STRATAFOLIO Platform: Navigation, Structure, and Key Tools
About STRATAFOLIO This is the all-in-one guide to the STRATAFOLIO platform. STRATAFOLIO is a cloud-based asset management tool built for people who own or manage commercial real estate. It brings together data from QuickBooks Online and QuickBooks Desktop into one centralized system, providing real-time visibility across all your entities, assets, leases, loans, and investors. By […]
Why Was My STRATAFOLIO Account Locked and How Can I Prevent It?
At STRATAFOLIO, we understand that having your account temporarily locked due to an unpaid invoice can be frustrating. This article explains why accounts become locked, how to avoid this in the future, and the best payment methods to keep your subscription current without interruption. We strive to ensure every client has ample notice and time […]
