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
A centralized lease database for commercial real estate gives landlords and asset managers one reliable place to store, track, and manage every lease detail: documents, key dates, tenant contacts, compliance items, and critical notes without digging through email threads or scattered spreadsheets. By keeping everything organized and searchable in a single system, you can reduce […]
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 […]
Why Can’t I See a Property or Report?
If you log in and notice that a property, building, or report is missing in STRATAFOLIO, it usually comes down to user access permissions. STRATAFOLIO is designed so each user only sees the information they are authorized to view. This protects sensitive financial and ownership data while allowing teams to work more efficiently. Common Reasons […]
How to Add an Asset
Adding an asset is one of the first steps when setting up your portfolio in STRATAFOLIO. Assets represent your major real estate holdings and act as the “parent” for all buildings and units. An asset represents a legal property holding such as a shopping center or office park. An asset can include multiple buildings, and […]
