Monitoring Automated Clearing House (ACH) transfers is an important part of managing payments in STRATAFOLIO. Both administrators and tenants can review ACH activity directly in the platform to confirm successful transfers, check for pending items, or identify failed payments.
This article explains the two main ways to check ACH transfers: through the admin view and through the tenant portal.
Checking ACH Transfers as an Administrator
Administrators can see all ACH activity tied to their organization. To view transfers:
- In the left sidebar, go to Hierarchy > Entities.
- Click the i (information) icon next to the Entity.
- Open the ACH Integrations tab.
- Click the i icon next to the ACH integration you want to review.
- Select the Transfers tab.
This will display all transfers associated with that integration, including details such as:
- Transfer date
- Status (Pending, Completed, Failed)
- Linked tenant or owner account
From here, you can quickly verify whether payments have cleared or if further action is needed.
Checking ACH Transfers in the Tenant Portal
Tenants can also monitor their own payments directly through the Tenant Portal.
- Log into the Tenant Portal.
- Open the Payments tab.
- Review the list of payments, including ACH transfers, with their dates, amounts, and statuses.
This gives tenants visibility into their payment history and confirmation of whether transfers were processed successfully.
Why This Matters
Being able to view ACH transfers in real time provides transparency for both owners and tenants. It helps you:
- Confirm payments were received on time.
- Identify failed or returned transactions early (see our article on Troubleshooting Failed ACH or Returned Payments).
- Improve communication between owners and tenants by ensuring both parties can see the same payment records.
Next Steps
- If you are setting up ACH for the first time, see Set up ACH Payments in STRATAFOLIO
- To learn about ACH for ownership distributions, visit Owner Payment Integration (ACH) in STRATAFOLIO .
