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September 18, 2023
387
.... You will choose QuickBooks Online, and Add Integration.
On the drop down, select the correct Entity in STRATAFOLIO to integrate with. Please use caution as there are some accounts with very similar names. Once selected, press Proceed to SetUp.
From here you will start the integ...
February 22, 2024
619
...IO, you can automate your Certificate Of Insurance (COI) and insurance policy management. It is as simple as following the steps below:
Once your lease is created, Add the Insurance Requirements as stated per your lease
Add a Certificate Of Insurance for your tenant
Add the Insurance Polic...
September 18, 2023
337
Learn how to grant tenants access to their portal in STRATAFOLIO. Simplify communication, streamline processes, and enhance tenant satisfaction with this guide.
September 18, 2023
262
... the message out to the correct tenants fast. Sort using any or all of the following:
Organization
Entities
Assets
Buildings
Units
Lease Type
Lease Status
Tenants
Send a Single Message or Attach a File
Select the tenant or tenants that you would like to email an a...
March 28, 2024
836
Learn how to integrate ACH tenant payments in STRATAFOLIO to simplify rent collection and streamline financial processes.
September 18, 2023
986
Follow these step-by-step instructions to learn how to seamlessly add a new QuickBooks Desktop integration to STRATAFOLIO.
September 18, 2023
422
Learn how to efficiently add tenants and contacts in STRATAFOLIO to simplify tenant management and communication.
January 29, 2024
657
Learn how to create invoices in STRATAFOLIO and streamline your billing process in this Knowledge Base article.
February 22, 2024
325
Explore the ins and outs of the rent collection page within STRATAFOLIO commercial real estate software in this article.
January 25, 2024
652
Learn about invoicing features, tracking payments, and optimizing your property financial workflows in STRATAFOLIO.