SmartFilters


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, and the Delivered Date must be entered in the Assignment PowerView.

To get started with Titan Drive SmartFilters: