Managing Your STRATAFOLIO Account
Your STRATAFOLIO account settings allow you to manage important security features like your password and two-factor authentication (2FA/MFA). Both of these can be accessed by clicking on your profile in the top right corner of the screen. Reset Your Password For security, new passwords must include: Click Change password to confirm. If you forget your […]
Customize and Save a Report View
In STRATAFOLIO, a table is a grid of information displayed in rows and columns, similar to a spreadsheet. Tables show details about leases, tenants, payments, properties, and more. You can filter, arrange, and adjust these tables to match your workflow or format your reports. This functionality makes it easy to customize reports in STRATAFOLIO so […]
Organize Your Portfolio Structure
Managing commercial properties becomes much easier when you keep your portfolio well-structured. STRATAFOLIO gives you the tools to build an organized hierarchy of entities, assets, buildings, and units so your financial and operational data stay accurate and easy to access. When you use real estate portfolio management software like STRATAFOLIO, you save time, reduce errors, […]
How to Track and Manage Tenant COIs
Keeping track of Certificates of Insurance (COIs) from tenants is an important part of risk management in commercial real estate. STRATAFOLIO makes it easy to store, monitor, and update COIs so you know every tenant meets their insurance requirements. This article explains how to track and manage tenant COIs within STRATAFOLIO. Why Tracking Tenant COIs […]
Manage Your Subscription and Billing
STRATAFOLIO makes it easy to manage your subscription and billing information. Below, you’ll find instructions for updating payment details, increasing units, and what to do if you need to change or cancel your plan. Change Your Subscription Plan Increase Units (Self-Service) You can increase the number of units in your STRATAFOLIO subscription directly from your […]
Troubleshoot Failed ACH or Returned Payments
Anyone using the Automated Clearing House (ACH) may encounter an error code, also referred to as an ACH return code. In this knowledge base, we will cover potential errors that someone using ACH may encounter. We’ll cover all these error codes. Explain what each one means, its impact on you, your funding source, and how […]
Updating Web Connector for QuickBooks Desktop by Authorizing a New Computer
Integrations for QuickBooks Desktop During the Onboarding Process, you should have integrated your QuickBooks Desktop account(s) with STRATAFOLIO. This happens with the help of Web Connector, a plug-in from Intuit QuickBooks, to enable the syncing process with third-party applications. There are a few instances when you may need to change your integration setup with STRATAFOLIO. […]
Reconnect QuickBooks When the Sync Breaks
One or more of your QuickBooks Online accounts has stopped syncing with STRATAFOLIO, and you have an error message. This can happen for a variety of reasons, such as your QuickBooks Online administrators have changed, passwords have changed, Intuit has changed the integration certificates, or any other number of reasons. This does not happen often, […]
Add a New Property or Building
Learn how to add a real estate asset to your STRATAFOLIO organization which could reduce your insurance premiums and loan interest rates.
Tenant Pro-Rata Share
Learn how STRATAFOLIO automates the calculation of pro-rata shares in commercial property leases, making it easier for landlords and tenants.
