You are using an unsupported browser. Please update your browser to the latest version on or before July 31, 2020.
close
You are viewing the article in preview mode. It is not live at the moment.

Showing articles from Entrata tag

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…

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…

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…

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. …

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, …

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…

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…

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…

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…

scroll to top icon