support@valuelinksoftware.com | (888) 587-0805 x.2

Accounts Receivable - How To Manage

ValueLink features a comprehensive accounting platform to manage your company’s cash flows. Using the accounts receivables feature, you can monitor, record and receive (if integrated payment processing is activated) money that is due to your company from clients. To view your accounts receivable screen, follow the steps below: 

 

1. Click on Accounts at the top of the Dashboard to display the menu, and then on Accounts Receivable. 

€ValueLink' Appraisal ORDER STATISTICS Home Orders AVM Reports Accounts Admin apo Accounts Receivable Accounts Payable Commissions Payable Today Orders Summary Created Assigned Reviewed Completed Cancelled Activities Search CLIENTS BY VOLUME Switch To Teams Workboard Create New Order v Today No orders were created during this time span No orders were created during this time span 0 0 0 0 0 62

 

2. A/R Trends shows a visual representation of your receivables from the last six months. Revenue is denoted by green and Payments Received is denoted by blue. 

Create Payment Search Payments Send Statements A/R STATS Sl 15478.65 TOTAL RECEIVABLES 8810.00 TOTAL UNUSED PAYMENTS @ 252 UNPAID ORDERS 719 PAID ORDERS A/R TRENDS 100k 87,005 21 ,030 6,900 3,900 October November TOP CLIENTS WITH UNPAID DUES Lender GMM-San Diego GMM - Houston TX - Westchase LenderX - Kairos Client GMM - Houston TX - Galleria Flagstar IJAT Client LoanDepot AppraisalPort UAT Client A/R Trend for the Last 6 Months 34,160 29,350 December 33,517 January Revenue 23,683 2774 Payments Received March Amount Due 9,410.00 9,627.00

 

3. You can get a quick view of essential payment stats with A/R Stats. It is composed of: 

a. Total Receivables 
b. Total Unused Payments that can be applied to unpaid orders 
c. Unpaid Orders for which payments are due 
d. Paid Orders  

Create Payment Search Payments Send Statements A/R STATS Sl 1 5478.65 TOTAL RECEIVABLES 8810.00 TOTAL UNUSED PAYMENTS @ 252 UNPAID ORDERS 719 PAID ORDERS A/R TRENDS 100k 87,005 21 ,030 6,900 3,900 October November TOP CLIENTS WITH UNPAID DUES Lender GMM-San Diego GMM - Houston TX - Westchase LenderX - Kairos Client GMM - Houston TX - Galleria Flagstar IJAT Client LoanDepot AppraisalPort UAT Client Citizens Bank AppraisalPort IJAT Client A/R Trend for the Last 6 Months 34,160 29,350 December 33,517 January Revenue 23,683 2774 Payments Received March Amount Due 9,410.00 9,627.00

 

4. In the Top Clients section, your most prolific clients are displayed along with the amount due from them. 

Create Payment Search Payments Send Statements A/R STATS Sl 1 5478.65 TOTAL RECEIVABLES $91 8810.00 TOTAL UNUSED PAYMENTS @ 252 UNPAID ORDERS 719 PAID ORDERS A/R TRENDS 100k 87,005 21 ,030 6,900 3,900 October November TOP CLIENTS WITH UNPAID DUES Lender GMM-San Diego GMM - Houston TX - Westchase LenderX - Kairos Client GMM - Houston TX - Galleria Flagstar IJAT Client LoanDepot AppraisalPort UAT Client Citizens Bank AppraisalPort IJAT Client Flagstar PROD EAD Client GMM - San Antonio TX A/R Trend for the Last 6 Months 34,160 29,350 December 33,517 January Revenue 23,683 2774 Payments Received March Amount Due 9,410.00 9,627.00

Was this article helpful?
0 out of 0 found this helpful
Have more questions? Submit a request

Comments

Powered by Zendesk