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Can I allow my appraisers to create Payroll Invoices?
Can I allow my appraisers to create Payroll Invoices?

This article will show you how you can give your Appraisers and even Restricted Appraisers access to Invoicing Reports.

Riley DiMarco avatar
Written by Riley DiMarco
Updated over a week ago

First, click your initials in the top right corner, then select Account. Next, click Company Settings, then scroll until you see the following Payroll header:

Check off the box next to where it says: Allow your appraiser to create a payroll invoice, then give your page a refresh to make sure it saved.

Now all of your appraisers will be able to select the Analytics tab where they will be able to find the Payroll > Invoices section.

Here users will be able to choose which tax amounts they would like to see included on the report generated (available for Canadian appraisal firms), including HST, GST and QST.

After clicking Generate Report and choosing either Invoice PDF or Invoice CSV/Excel, the following data sets will be downloaded into a report: File #, Address, Complete Date, Description, Fee, any applicable taxes, and Total. Here's a sample of what information will be downloaded into invoice reports:

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