TOTAL update: Easily see your paid and past due invoices with SmartFilters

A new update is ready for you. To download this update, and any prior updates you may have missed, just click Help (with TOTAL open), and then click Check for Updates.

In this update, you'll find SmartFilters in the Appraisal Desktop. With SmartFilters, you have access to your accounting information at a glance, and can filter paid and unpaid reports by date and client. Need to know which clients haven't paid for their reports in the last 30 days? Just select that filter and see a breakdown of all your clients, how much they've paid, and how much they owe. It's a great way for you to quickly determine your best and quickest-paying clients.

This is one of many features you'll only find in TOTAL. Check out the brief video below to see how SmartFilters work:

Find past due invoices within a date range. (Click to enlarge)

View invoices paid in the last 30 days. (Click to enlarge)

Use the "Client" dropdown to filter by client. (Click to enlarge)

Also in this update:

• We corrected an issue where the initial sync from TOTAL for Mobile on iOS would sometimes overwrite existing data on the form with a blank field.
• We fixed an issue where the user may be incorrectly prompted to select a MISMO version when saving a report as XML and PDF.
• We updated the FHA/EAD review rules to reflect the change for comparable history requirements.

For the complete list of improvements, click here for the detailed release notes. And, as always, thanks again for giving us your thoughts via the Feedback feature inside TOTAL. We read them every day and we can track them much better than standard e-mails.