SmartFilters

SmartFilters provide at-a-glance payment information with Accounting SmartFilters and report status information with Vault SmartFilters for all reports saved in the Appraisal Desktop.

To get started with Accounting SmartFilters:

• See who has unpaid invoices and how late they are. Click the Unpaid folder to view a list of clients for which you haven't received payment.
• Review your received payments from clients. Click the Paid folder to view a summary of clients who have paid.
• Within the Unpaid and Paid folders, you can view all reports completed for a particular client within a specified time range. Click a dollar amount link to view the list of reports for that time frame.
• To review all unpaid or paid reports in a specified time frame, click the appropriate subfolder link within the Unpaid folder.
• You can filter out reports by client. Simply use the Client drop-down menu at the top of the reports grid.
• To quickly preview a report's invoice, just click on any report to see it in the Info pane.
• You can even print out summary information or copy grid data into spreadsheets.
  • To print accounting summary data, click on the Paid or Unpaid accounting folders, then use the Print drop-down menu to select the Summary option.
  • To copy grid data to a spreadsheet, click on the time frame subfolder to copy, and then click the Copy Grid Data (  ) toolbar option above the reports grid.

In order for a report to be displayed in Accounting SmartFilters, the invoice date and fee amount must be populated on the invoice.

To get started with Vault SmartFilters:

• Get an overview of what the Cloud status icons mean, or purchase storage. Click the Vault parent folder.
• Review the reports currently protected by the Vault. Click the Protected Files folder to see a list of protected reports.
• To view a list of reports with newer versions stored on your local machine, click the Newer Local Files folder. These files are ready for upload to the Vault, which can be done directly from the Appraisal Desktop using the Send to Vault toolbar option.
• To see a list of reports with versions stored in the Vault Storage Area that are newer than the versions stored on your machine, click the Newer Vault Files folder.
• To review a list of all reports currently unprotected, click the Unprotected Files folder. These files are at risk of being lost in the event of a computer meltdown or natural disaster.