Found 38 results for: lease
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March 7, 2024
62
...voices created
If you need to make any changes to the invoices after you have pressed Finalize, you can do so through your QuickBooks account(s). Please sync your QuickBooks Desktop or wait a little bit for QuickBooks Online. Once the invoices are green on the Rent Collection page, they have succ...
January 30, 2024
267
...organization. The access levels limit what each user can see and do in STRATAFOLIO. The Property Manager role has the authority to add, edit and view leases, tenants, and work orders. However, they are not permitted to view the financials that the owner sees on the dashboard. This role is ideal for ...
February 22, 2024
184
...TRATFOLIO
Map the Chart of Accounts for each of the integrations before starting with the loans. For more information on how to map the COA, please refer to:
How to Map a New Account in STRATAFOLIO That Was Created in QuickBooks.
Mapping Loans
On the main Organization page, select t...
February 22, 2024
230
...s that may arise later in the process. Once you have mapped the Chart of Accounts, you can then move on to mapping the classes with confidence. Please refer to the article for more information on how to map the COA: How to Map a New Account in STRATAFOLIO That Was Created in QuickBooks.
Mapp...
March 8, 2024
350
Learn how to seamlessly map a new account created in QuickBooks to STRATAFOLIO. Streamline your financial management across platforms with this helpful guide.
January 25, 2024
946
...have a report ready for their tenant at a moment’s notice.
View the Operating Expenses/CAM
On the left-hand navigation bar, select Operations, Leases, then select the desired Lease with the “i”. This will give you more information about the lease that you select.
This will view the Lea...
September 18, 2023
138
Learn how you can invite your investors easily in STRATAFOLIO commercial property management software.
February 22, 2024
364
...ecific Asset’s Documents in Smartsheets
Click on the paperclip that is on the far left of the line you want to save it to. For example, there is a lease that needs to get attached to the Real Bird Entity.
How to Upload Documents in Smartsheets for the Asset
First, click on the paperclip...
February 22, 2024
344
Read this article for step-by-step instructions on how to clone operating expenses in STRATAFOLIO.
September 18, 2023
97
... this loan is refinancing, here is the link to How to Add a New Loan Knowledge Base article to help you add the new loan.
Helpful Tips:
Please make sure that you have zeroed out this loan account in your QuickBooks before trying to close it.
If you are refinancing, creating a new loa...