How to Use QuickBooks Online with STRATAFOLIO
To connect your STRATAFOLIO account to your QuickBooks Online account (sometimes referred to as QuickBooks Software Online), follow our easy integration instructions. This connection is the foundation for seamless financial management across your portfolio, helping you cut down on manual data entry and keep everything aligned between systems. Get Started by Logging In To begin, […]
How Do I Email My Tenants?
STRATAFOLIO makes it easy to email one or multiple tenants across your portfolio. With the Tenant Communications feature, you can quickly communicate and send important messages, attach files, and ensure tenants receive the information directly in their Tenant Portal. Step 1: Select the Tenants to Email under Tenant Announcements From the left-side navigation menu, navigate […]
How To Update Your Auto-Logoff in STRATAFOLIO
Having sensitive data always available increases the risk for unauthorized users to gain access to it. At STRATAFOLIO, your security is very important to us, so we provide your Organization with additional security features to keep your data secure. We also understand no two Organizations are the same, so having flexibility is important. How we […]
Investor Roles in STRATAFOLIO
STRATAFOLIO provides role-based access so organizations can control exactly what their investors see. Investor roles are essential for ensuring that each investor has the right level of visibility into financial data and tenant-related information while protecting organizational privacy. Types of Investor Roles Every investor added to STRATAFOLIO must be assigned one of two roles: Full […]
How to Delete Contact Records
In STRATAFOLIO, records must be managed carefully to keep your portfolio data accurate. Certain records, like contacts, are tied to other parts of the system (such as tenants). Before deleting a record, make sure you remove its associations first. This guide explains how to properly delete a contact record. Get Started To delete a contact, […]
How Lease Alerts Work
Having a good handle on your leases is a big part of running a successful real estate business. STRATAFOLIO helps you gain full control of your leases by providing Lease related alerts to your Administrator, Manager, Property Manager, and Reader access roles. For more information about access roles, read How to Give Access to a […]
Set up ACH Payments as a Tenant in STRATAFOLIO
Congratulations on taking the first steps to eliminate manual work! Using ACH (Automated Clearing House) for rent payments delivers a safer, faster, and more convenient option than paying with checks or cash. ACH payments are processed electronically, reducing the risk of lost or stolen checks and eliminating the inconvenience of making in-person payments. When you […]
How To Add a New QuickBooks Desktop Integration to STRATAFOLIO
With STRATAFOLIO, you can integrate as many QuickBooks Desktop (QBD) company files as your organization owns. This allows you the ability to have a bidirectional connection between your QBD file and your STRATAFOLIO QBD integration. Before you start In order to add an integration, you will need to have access to the items below: Confirm […]
Add a Lease and Assign a Unit
Struggling with where to begin when entering a new lease? Do you need a refresher? In this Knowledge Base Article, we give step-by-step instructions on how to add a lease in STRATAFOLIO. How To Enter or Add A New Lease Note: All leases must be added to one or multiple units only. To add a […]
Managing Tenants and Contacts in STRATAFOLIO
In STRATAFOLIO, every lease must have a Tenant, and every Tenant must have at least one Contact. There are several ways to add Contacts & Tenants in STRATAFOLIO. If you need to add just one or two new contacts to associate with a new lease, you can add them to the Add Tenant section of […]
