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…
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…
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…
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…
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…
Resetting a Resident's ResidentPortal Password
Resetting a Resident's ResidentPortal Password If a resident cannot reset their password using the Forgot Password link in ResidentPortal, you can reset it 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 us…
Getting to Know the New Bulk Unit Assignment (BUA) Board
Getting to Know the New Bulk Unit Assignment (BUA) Board Designed for student properties, the New Bulk Unit Assignment (BUA) board simplifies your workflow for unit space assignment, roommate selection, and notifications for residents. In this article, you'll learn about the different features available on the New…
Making a Payment in ResidentPortal: Resident Perspective
Your residents can use ResidentPortal to make online payments, schedule auto-payments, see their account balance, set up a refund account, and view their payment history. Payments post in real time to Entrata. If the resident wants to view a record of the transaction, the resident goes to ResidentPortal -> Main Menu…
Getting To Know The Lead Profile
The Lead Profile is where you can find the most important lead details, and complete actions that move applicants along the lead-to-lease process. The tabs that appear in the Lead Profile depend on the status of the lead. Until an application is started, only the Lead Summary, Documents, and Activity Log tabs are ava…
