How to Add and Update Valuations in STRATAFOLIO
Do you have a property that was recently appraised, or you want to update the valuation? In STRATAFOLIO, you can both add and keep track of your property and asset valuations. Adding a Valuation Our first step in adding a valuation is to open the Properties tab on the left-hand navigation. Once the Properties tab […]
How to Add and Send an Invoice
STRATAFOLIO offers simple and streamlined invoicing within our software. First, all invoices added within our software are seamlessly pushed to your QuickBooks Online accounts, typically within minutes. Also, since STRATAFOLIO integrates all your QuickBooks accounts together in one place, by using bulk invoicing, you can add invoices across all your QuickBooks accounts with just a […]
How to Use the Rent Collection Page
The Rent Collection page contains a lot of information regarding Invoices, Payments, and Rent Roll. It includes the ability to sort, filter, and search for invoices across all of your STRATAFOLIO tenants and leases in one easy-to-use location. This article will give an overview of the Rent Collection page and provide links to other helpful […]
Invoicing in STRATAFOLIO
Benefits of Invoicing with STRATAFOLIO Why should you use STRATAFOLIO for invoicing? With STRATAFOLIO, invoicing is simple and streamlined. Ready to add an invoice in STRATAFOLIO? Read more on Adding Invoices in STRATAFOLIO. Looking for more information and details about Invoicing? Keep reading for Tips, Tricks, and other information about invoicing in STRATAFOLIO. Invoicing Tips […]
Connecting to Google Drive During the Onboarding Process
At STRATAFOLIO we strive to make the onboarding process as easy and efficient as possible for our customers. As you may suspect, onboarding requires extensive exchange of information. In addition, as we navigate through your paperwork and input your information into STRATAFOLIO we will often have questions that need clarification from you, our customer. To […]
How to Add a Work Order
Tracking repairs and maintenance requests is a necessary component of managing any real estate portfolio. With STRATAFOLIO, you are able to track your repairs at the Entity, Asset, Building or Tenant level. Where to Find Work Orders You can easily access all Work Orders from the left side navigation menu in STRATAFOLIO. Navigate to Operations […]
Set Up Payment Integration (ACH) as an Owner
What is ACH The Automated Clearing House (ACH) is a secure electronic network in the United States that enables direct transfers of money between bank accounts. In this case, tenants can conveniently pay rent to their landlords without needing paper checks or manual transfers. Why You Should Use ACH STRATAFOLIO offers ACH (electronic bank-to-bank payment […]
How to Mark an Asset as Sold in STRATAFOLIO
When a property or organization changes ownership or is deactivated, STRATAFOLIO helps you manage this transition seamlessly while maintaining data integrity and compliance across your portfolio. This guide shows you how to handle a sold asset. How to Handle a Sold Asset When marking an asset as sold, STRATAFOLIO adds enhanced safeguards and visual indicators […]
Guide to the Investor Dashboard
The Investor Dashboard in STRATAFOLIO is designed to give investors a clear, transparent, and secure view of their investments. This feature makes it easier for commercial real estate organizations to share financial information with their partners while maintaining full control over what each investor can see. The dashboard helps investors answer common questions such as, […]
Record Customer Payments and Partial Payments
Monitoring Invoice Payment Status for Property ManagersIf you own income-producing real estate, you know one of the most tedious tasks is invoicing and making sure your tenants pay their rent each month. And when their lease includes late fees, you need a quick and easy way to see which tenants have paid and which are […]
