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 […]
How to Stop Future ACH Payments
There may be situations where you or your tenants no longer want to process payments through STRATAFOLIO’s ACH integration. For example, payments may be handled outside the system, or issues with autopay limits may require ACH to be disabled. In these cases, you can stop ACH autopay to ensure no future payments are made through […]
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 […]
Export Reports to CSV or Excel
STRATAFOLIO makes reporting flexible by allowing you to export data from any table across the platform. Whether you want to analyze tenant payments, lease data, or financial performance, you can quickly download reports into Excel, CSV, or PDF. Exporting Reports from Tables Every section in STRATAFOLIO that displays data in a table has an Export […]
Handle Tenant Move-In and Move-Out
Accurately handling tenant move-ins and move-outs in STRATAFOLIO is essential for maintaining clean records, ensuring correct accounting, and keeping your portfolio reports up to date. STRATAFOLIO makes this process straightforward by allowing you to manage tenant move-in details when a new lease begins and record tenant move-out activities when a lease ends. Manage Tenant Move-In […]
How to Check ACH Transfers
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 […]
How to Add an Entity
In STRATAFOLIO, an entity is a legal organization such as an association, partnership, proprietorship, trust, or individual that owns real estate assets and takes on or pays debts. Entities provide the foundation for organizing your portfolio and aligning assets with the correct ownership structure. This article walks you through the steps to add a new […]
How Do I See if a Tenant Was Emailed an Invoice?
STRATAFOLIO gives you multiple ways to confirm whether a tenant has been emailed their invoice. This feature is important for ensuring tenants are billed correctly, for resolving questions about whether an invoice was received, and for maintaining clear accounting records. You can verify invoice email activity in three different methods within STRATAFOLIO: This article will […]
