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How To Generate Accounts Receivable Reports

To view reports for accounts receivable, follow the steps below: 

 

1. In the navigation bar, click on Insights to open the reports screen 

ValueLink Home Orders AVM Insights Accounts v Performance Analytics Reports and Scorecards Admin Appraisal (1124) Open Orders 1140 @ Order Trends Created Assigned Follow Ups 305 Reviewed Completed Report Builder Active Revisions 172 6) Create New Order • Pending Payment 113 €9 Flagged Orders 90 Order Statistics Rush Orders 81 o O Cancelled Activities Top Valdors Vendors DEF Appraiser Active Late Followup 33 O Search BPO (0) Due Today Category Client Vendor Reviewer 0 Past Due Date 846 @ Order Comments Order 648 428 6 16 BPM 1 oPM Test AScope AMC HW Valuations Test - Clarocity Test - ValuTrac AMC ProTeck Test Vendor Test - Clear Capital AMC ABC Appraiser 143 27 22 19 19 18 18 14 109 18 20 19 18 17 16 14 12 Other My Expired Reminders Texas Appraisal Management 13 0 12AM ZAM 4AM 6AM SAM IOAM 12PM 2PM 4PM 6PM 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 to view 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 

Accounts Receivable Appraisal Payment History This report shows a log of payments received or Total Reports: 1 1 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

Once the report is open, you can then Export or mark it as favorite.  

Created Date From Order Type Group Apply Filter Result: 61 item(s) found Created Date To Order Type Reset Form Completed Date From Completed Date To

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