3. Entrata Dashboard - Leads
ENTRATA DASHBOARD - LEADS This guide provides an overview of the Leads tab on Entratas Dashboard. The Dashboard aims to provide a user-friendly interface for easy navigation and task resolution. Leads Assign Agents * Any applicants under the Assign Agents tab is missing an agent. You can assign an agent by…
Cancelling a Payment in ResidentPortal 4.0: Resident Perspective
Cancelling a Payment in ResidentPortal 4.0: Resident Perspective After a resident submits a payment in ResidentPortal, there is a short window of time where they can cancel the payment if needed. E-check and ACH payments can be cancelled until 3 p.m. mountain time on the day the payment was made. Debit or credit c…
Adding a BUA Resident Note from the Bulk Unit Assignment Board
Adding a BUA Resident Note from the Bulk Unit Assignment Board You can add a note and associate it to a specific resident from the Bulk Unit Assignment (BUA) board. A BUA resident note might include a change in the resident's assignment preferences or a request received from the resident regarding their unit assignm…
Getting to Know the Move-In and Move-Out Boards
Getting to Know the Move-In and Move-Out Boards Move-in and move-out boards display the tasks you need to complete when moving residents in or out. You can complete checklist tasks and perform a resident move-in or move-out directly from the move-in or move-out board. To locate the Move-In and Move-Out Boards, …
Managing Message Center Lists
ENTRATA - MANAGING MESSAGE CENTER LISTS Message Center lists allow you to easily email groups of people at once, such as all the residents of a certain property, or all leads with a certain status. Updating an Existing List * In Entrata, go to Tools >> Message Center. * Select the My Lists sidetab. …
Leads Tab Overview
ENTRATA - LEADS TAB OVERVIEW This guide provides an overview of the Leads tab in Entrata. All Leads There are five different options to click on from the Leads tab. Below explains what each tab shows. Add Lead * You can manually add a lead from the 'Add Lead' button. Filter * The filter button a…
Editing Stored Billing Info in ResidentPortal 4.0: Resident Perspective
Editing Stored Billing Info in ResidentPortal 4.0: Resident Perspective Your residents can use ResidentPortal to make online payments. If a resident has previously made a payment and saved their billing info, they can use that information for future payments. This option does not appear if a resident has saved the…
New Reporting Overview
ENTRATE NEW REPORTING OVERVIEW The New Reporting platform gives you more control over your reporting data, format, and visibility. My Reports * The My Reports tab is where you can add and store frequently used report instances that an admin user has configured. If any filters or display options are locked…
7. Entrata Dashboard - Financial
ENTRATA DASHBOARD - FINANCIAL This guide provides an overview of the financial tab on Entratas Dashboard. The Dashboard aims to provide a user-friendly interface for easy navigation and task resolution. Financial Check21 * Any checks show under this tab need to be completed. You can do this by clicking the…
Setting Up Auto-Payments in ResidentPortal 4.0: Resident Perspective
Setting Up Auto-Payments in ResidentPortal 4.0: Resident Perspective Your residents can use ResidentPortal to make online payments. Setting up auto-payments is a convenient way for residents to consistently pay rent on time. Setting Up Auto-Payments * The resident logs in to ResidentPortal. * On the left…
