1. Accessing the Remitian Dashboard
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Log in to the Remitian Dashboard.
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Upon logging in, you will see a compilation of all your client's payments organized on the homepage.
2. Filtering Client List
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On the left side of the dashboard, locate the list of your clients.
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Use the filter options to select a specific client.
3. Viewing Payments Owed
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On the right-hand side, find the full list of payments for your clients.
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This section displays all outstanding payments.
4. Applying Filters to Payments
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You can filter payments by:
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Date
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Payment amount
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Status of the payment
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Tax authority
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Tax filing form
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Select your preferred filter and click 'Apply' to refine the list.
5. Using Multiple Filters
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You have the option to use multiple filters simultaneously.
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Alternatively, you can choose to apply a single filter based on your needs.
6. Utilizing Quick Filters
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At the top of the payments section, you will find quick filters.
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Currently, there is one quick filter available, which is for payments pending client approvals.
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These quick filters allow for easy access to pre-determined filter settings.
Cautionary Notes
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Ensure that you double-check the filters applied to avoid missing important payments.
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Be aware that using multiple filters may limit the visibility of some payments if not set correctly.
Tips for Efficiency
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Familiarize yourself with the quick filters to save time when accessing frequently used filter settings.
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Regularly check for updates on the dashboard as new quick filters may be added.