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Knowledge Center

Entrata

Entrata

Catalog Ordering Updated - 9/19/2024

Entrata Screening

1. Conditional Screening First Steps

2. Credit Condition Only Screening

3. Income Condition Only Screening

4. Credit and Income Condition Screening

5. VOI Condition Only Screening

6. Credit and VOI Condition Screening

7. Income and VOI Condition Screening

8. Credit, Income, and VOI Condition Screening

9. Guarantor Condition Screening

10. Verify Identity Only Screening

Understanding the RV Index Score

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Catalog Ordering

Catalog Ordering and Asset Tracking

Resident Management

ACH Refund Training

Processing rentable items for a new move-in, renewal, or a current resident once the item has been assigned.

Updating Resident Notification setting internally

Step-by-Step Guide: Adding a Rentable Item and Addendum to a Lease

How to Place a Rentable Item on Notice and Process Move-Out

Completing the Financial Move-out Process for Roommates with or without ACH

How to Add a Roommate and Complete Roommate Modification Addendum

How to Move Out or Remove a Roommate from a Current Resident

Roommate Swaps - New Resident Moving In While Current Roommate Moving Out

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Error Messages

Failed to insert order headers error when trying to pay an invoice from PO and AP Payee Account is not synced to sync the invoice in VendorAccess Errors

Budgets

Budget Workbook Tool

Lead Management

Combining Leads in Entrata

Merging Duplicate Leads in Entrata

Review Potential Lead Calls and Add to an Existing Lead

Converting Potential Lead Calls for New Lead

Chatbot and Entrata workflow

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Applications and Leases

Reversing Lease Approval

Marking a Lease as Countersigned

Countersigning and Approving a Lease

Sending a Lease Signing Invitation

Cancelling a Lease

Complete a move in review and move in

Guide: Employee Online Apartment Application Process

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Ledgers and Payments

Re-associating a Payment with Another Resident

Adding a One-time Charge or Credit

How to change the payment type allowed by residents

GPR Review - Fixing Out of Period Rent

Resident Portal

Setting Up Auto-Payments in ResidentPortal

Resident Portal, Making a Payment

Creating a resident portal account for an applicant

How to Add a Saved Bank Account to be your Refund Account on the Resident Portal for ACH Refunds

How to Manually Add a Bank Account for Payments

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Renewals

Flagging a Non-Renewal

Editing a Renewal Offer

Creating a Renewal Offer

Editing a Non-Renewable Lease to Renewable

Transfers

Transfer Current Resident to a New Apartment

Cancelling a Transfer

Settings

How to Update Unit Type

Editing Property tour calendar availability and hours

Updating Market Rents

How to Bulk Edit Renewal Increases

Updating Maintenance On-Call Tree

How to Temporarily Remove a Team Member from the On-Call Tree for Vacation

How to Add a Unit Specific Special

Step-by-step guide to add an Out of Office PO and Invoice Approver on your behalf

Creating a Property Rent Special

Completing the Entrata Market Survey

Update Budgeted Rent When Adding or Updating an Amenity - Revenue Management Properties

Update Budgeted Rent When Changing Unit Types - Revenue Management Properties

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Reporting

How to Add Variance Notes when Variance Note box does not show in Entrata

Vendor Management

Step-by-step guide to creating an account on VendorAccess, adding community accounts, and adding ACH Payment method

POs and Invoices

Step-by-step guide to add an Out of Office PO and Invoice Approver on your behalf

Purchase Orders with Invoice received from external source

Revenue Management

Revenue Management Quoting and Pricing

Creating Renewal Offers with Revenue Management

Employee Apartments

Employee Move Ins and Leases