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Accounts Payable - How To Search For Payments Made To Appraisers Or Reviewers

To search for payments made to appraisers and reviewers, follow the steps below: 

 

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

€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. Click on Search Payments. 

Check Details Print Queue ( 52 ) Manage ACH Transactions PAYMENTS 470821 .50 TOTAL UNUSED PAYMENTS @ VENDOR PAYABLE STATS 57699.51 TOTAL VENDOR PAYABLES €ValueLink' Feb 16 - Feb 28 Mar 1 - Mar 15 Home Create Payment Search Payments Orders AVM Reports Accounts v Admin Search A/P Trend for the Last 6 Months A/P TRENDS 7.5k 25k October 1 zoo November 3,sgg December TOP VENDORS WITH UNPAID DUES Vendor DEF Appraisals Test Appraiser Dart Appraisal - Test Vendor Kevin Test Appraiser 2,485 January so_oo so.oo so_oo so.oo • Fees Payable 5,102 4,232 so_oo so.oo so_oo so.oo • Fees Paid Total Amount S44,411.50 sag96_oo SZ173_oo 9,101.00

 

3. All payments will be displayed on the screen. You can refine this list by using the following filters: 

i. Keyword: by using any detail of the payment 
ii. Client: for payments received by a particular client 
iii. Payment Method: payments received in Cash, Check, Credit Card, or PayPal 
iv. Payment Date: for payments received within a date range 
v. Payment Status: for payments that have been applied or not applied to invoices

MANAGE PAYMENT PAYABLES Hide Filter = Actions Keyword Payment Date From Apply Filter Reset Form Appra iser Payment Date To Payment Details Method: ACH - Direct Deposit Entered On: 3/112023 Entered ValueLink Suppport Method: ACH - Direct Deposit Entered On: 3/112023 Entered ValueLink Suppport Method: ACHWorks Entered On: 2/1 4/2023 Entered Angela VL Method: ACH - Direct Deposit Entered On: 2/1 4/2023 Entered Angela VL Method: Cash Entered On: 2/2/2023 Entered Angela VL Payment Method Other Detail Payment Status Show records per page Result: 1 65 item(s) found 25 Print Queue Payment Date 3n /2023 3n /2023 2/14/2023 2,'14/2023 2/22023 Appraiser Forsythe Appraisals Matthew Fernandes DEF Appraisals DEF Appraisals DEF Appraisals Amount 18.00 200.00 140200 2500.00 1200.00 Unused 18.00 0.00 0.00 150.00 325.00 Details

 After selecting the appropriate filter(s), click on Apply Filter to show results. 

 

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