SmartFilters

SmartFilters: Accounting in TOTAL's Appraisal Desktop
Click this video to see it in action!

SmartFilters provide at‑a‑glance accounting information and report status information with SmartFilters for all reports saved in the Appraisal Desktop.

To get started with Accounting SmartFilters:

In order for a report to be displayed in Accounting SmartFilters, the Invoice Date and Fee Amount must be populated on the invoice. The Delivered Date or Bill Paid Datemust be entered in the Assignment PowerView either manually or through the Mark Reports as Paid tool. Due dates and invoice dates in the future are included in the All Unpaid filter.

To get started with Titan Drive SmartFilters: