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 […]
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 […]
How do I Handle a Sold Asset
When a property or organization changes ownership or is deactivated, STRATAFOLIO helps you manage this transition seamlessly while maintaining data integrity and compliance across your portfolio. This guide shows you how to handle a sold asset. Handling Sold Assets When marking an asset as sold, STRATAFOLIO adds enhanced safeguards and visual indicators to ensure accuracy […]
How to Handle Sub-Leases or Lease Assignments
When a tenant assigns or transfers a lease to another entity, such as in the case of an assumption or sub-lease, STRATAFOLIO provides two options to correctly manage the change. You can either modify the existing lease to reflect the new tenant or close out the old lease and create a new one, depending on […]
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 […]
How to Manage Loan Payment Adjustments
While this process is common for seller-carried loans, the same steps apply to any loan with scheduled changes in payment amounts or interest rates. These changes may occur over time based on the terms of your financing agreement or amortization schedule. STRATAFOLIO offers powerful tools for tracking and reporting loans, but it does not post […]
How to Fix Rent and CAM Invoices Not Showing
If rent or CAM (Common Area Maintenance) invoices are not appearing for a tenant or unit, it’s usually due to a configuration issue in the lease setup, invoice generation, or user permissions. This article will help you identify and resolve the issue quickly. Step-by-Step Troubleshooting Guide Verify Lease and Tenant Association if Invoices are Not […]
How to Manage COIs as a Tenant
Overview As a tenant, your landlord requires you to maintain valid insurance coverage during your lease term. STRATAFOLIO makes it easy for you to upload and manage your Certificate of Insurance (COI) directly from your Tenant Portal, so your landlord always has the latest version on file. This guide explains how you can upload your […]
How to Update Tenant Contact Information
Keeping tenant contact information up to date in STRATAFOLIO ensures smooth communication, accurate invoicing, and reliable reporting. Tenant contact details—such as name, email, and phone number—can only be updated by users with administrative access within STRATAFOLIO. Tenants themselves cannot edit their contact information from the Tenant Portal. Updating Tenant Contact Information Only Admins, Managers, or […]
