Click this video to see it in action!

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:

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: