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…
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 Residents can cancel a payment immediately after submission on the ResidentPortal payment confirmation page. Residents may request payment voids by contacting the property. ACH payments can be voided in Entrata until approximately 5:00 PM EST on t…
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, …
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…
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…
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…
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. …
Creating a ResidentPortal Account in Entrata
Creating a ResidentPortal Account in Entrata If a resident has trouble creating their ResidentPortal account online, you can create their account for them. * In Entrata, go to Residents >> All Residents. * Select a resident by clicking on their name to open the Resident Profile. * You can also use the filt…
Moving In a Resident Using the Move-In Board
Moving In a Resident Using the Move-In Board The Move-In Board is based on the move-in checklist. The Move-In Board provides an organized display of the tasks that you must accomplish when moving residents in. Moving a Resident In Using the Move-In Board helps you and your residents complete all necessary task…
