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How To Manage Accounts Receivable

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 Home orders AVM Insights Accounts v Accounts Receivable Accounts Payable Admin aisal (1124) Search BPO (0) Due Today Category Client Vendor Reviewer c, 0 Open Orders 1140 @ Order Trends Created Assigned Follow Ups 305 Reviewed Completed Active Revisions 172 Pending Payment 112 €9 Top Valdors Vendors DEF Appraiser Flagged Orders 90 Order Statistics Rush Orders 81 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. 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

 

2. 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

 

3. 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

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