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 […]
How to Handle Tenant Move-Ins and Move-Outs
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 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 […]
Managing Your STRATAFOLIO Account and Settings
Your STRATAFOLIO profile allow you to manage important security features like your password and two-factor authentication (2FA/MFA). Both of these can be accessed by navigating to your profile in the top right corner of the screen. Reset Your Password For security, new passwords must include: Select Change password to confirm. If you forget your current […]
How to 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, […]
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. Where Can I See STRATAFOLIO Billing and Invoices All STRATAFOLIO subscription billing is managed securely through Stripe. This means every invoice, […]
