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How To Generate Accounts Receivable Reports

ValueLink has powerful reporting features built into the system. To run reports for accounts receivable, follow the steps below: 

 

1. Click on Insights at the top of the Dashboard to display the menu, and then on Reports and Scorecards. 

ValueLink Home Orders AVM Insights Accounts v Performance Analytics Reports and Scorecards Admin Appraisal (1124) Rush Orders 81 Search BPO (0) Due Today Category Client Vendor Reviewer c 0 Open Orders 1140 @ Order Trends Created Assigned Follow Ups 305 Reviewed Completed Report Builder Active Revisions 172 6) Pending Payment 112 €9 Top Valdors Vendors DEF Appraiser Flagged Orders 90 Order Statistics O O o O Create New Order • Cancelled Activities Active Late Followup 33 No orders were created during this time span 143 27 22 19 19 18 18 14 Past Due Date 846 @ Order Comments Order 648 428 384 Test AScope AMC HW Valuations Test - Clarocity Test - ValuTrac AMC ProTeck Test Vendor Test - Clear Capital AMC ABC Appraiser 109 18 20 19 18 17 16 14 12 Other My Expired Reminders Texas Appraisal Management 13 80b Acme 10 High Risk Orders A Unread Vendor SMS

 

2. Scroll down to the Accounts Receivables section. 

REPORTS AND SCORECARDS All Order Reports Vendor Reports Scorecards AMC Reports Staff Reports Reviewer Reports Accounts Receivable Accounts Payable Additional Reports Search Report Total Reports: 1 1 A Accounts Receivable Appraisal Payment History This report shows a log of payments received for each order AR Detail - With Totals AR Detail This is the main account receivable report which shows the balance of dues owed to the company by clients AR Summary Client Receivables Statement The Client receivable statement shows details of orders with outstanding amount that can be printed for an individual client or for all clients in one go. Orders - Client Payment Status This report can be used to view details of paid and / or unpaid orders. AR Detail (Old) CC-Refund Report This report shows a log of refunds made against payments received via credit card Client Statement Delivery Log Client Over Payment Report This report shows any orders that have been paid more than the amount due on order. Credit Card Batch Report

You can then view reports for receivables for individual clients or a complete summary of accounts receivables. You can also view reports for payments that have been due for more than 30, 60, 90 and 120 days. 

 

3. Click on the name of your desired report to view it. 

REPORTS AND SCORECARDS All Order Reports Vendor Reports Scorecards AMC Reports Staff Reports Reviewer Reports Accounts Receivable Accounts Payable Additional Reports Search Report Total Reports: 1 1 A Accounts Receivable Appraisal Payment History This report shows a log of payments received for each order AR Detail - With Totals AR Detail This is the main account receivable report which shows the balance of dues owed to the company by clients AR Summary Client Receivables Statement The Client receivable statement shows details of orders with outstanding amount that can be printed for an individual client or for all clients in one go. Orders - Client Payment Status This report can be used to view details of paid and / or unpaid orders. AR Detail (Old) CC-Refund Report This report shows a log of refunds made against payments received via credit card Client Statement Delivery Log Client Over Payment Report This report shows any orders that have been paid more than the amount due on order. Credit Card Batch Report

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