---
title: Using Remitian for Client Payments Management
description: Streamline your accounting workflow with the Remitian Dashboard. Learn how to manage client payments, filter transactions, track outstanding balances, and improve payment tracking efficiency with step-by-step guidance.
---

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# Using Remitian for Client Payments Management

## This outlines the steps to effectively navigate and utilize the Remitian Dashboard for managing client payments.

**1. Accessing the Remitian Dashboard**

![generated-image-at-00:00:00](https://loom.com/i/a9f333e6ca4f4ff7b91cf319a55dc1ab?workflows_screenshot=true)

- Log in to the Remitian Dashboard.
- Upon logging in, you will see a compilation of all your client's payments organized on the homepage.

 

**2. Filtering Client List** 

![generated-image-at-00:00:13](https://loom.com/i/1e93e8b6b66641868d3ebeafad12cdd0?workflows_screenshot=true)

- On the left side of the dashboard, locate the list of your clients.
- Use the filter options to select a specific client.

 

**3. Viewing Payments Owed**

![generated-image-at-00:00:26](https://loom.com/i/493e4d71600b47da9d7f35b6db961edb?workflows_screenshot=true)

- On the right-hand side, find the full list of payments for your clients.
- This section displays all outstanding payments.

 

**4. Applying Filters to Payments** 

![generated-image-at-00:00:33](https://loom.com/i/d2b3551af676487ba6be2d15718f9c3f?workflows_screenshot=true)

- You can filter payments by:
  
    - Date
    - Payment amount
    - Status of the payment
    - Tax authority
    - Tax filing form
- Select your preferred filter and click 'Apply' to refine the list.

 

**5. Using Multiple Filters**

![generated-image-at-00:00:57](https://loom.com/i/beace5e0cbfc4a85b60432f1222ec6bc?workflows_screenshot=true)

- You have the option to use multiple filters simultaneously.
- Alternatively, you can choose to apply a single filter based on your needs.

 

**6. Utilizing Quick Filters**

![generated-image-at-00:01:04](https://loom.com/i/844899f815bf4d249444d3d8ce5c3878?workflows_screenshot=true)

- At the top of the payments section, you will find quick filters.
- Currently, there is one quick filter available, which is for payments pending client approvals.
- These quick filters allow for easy access to pre-determined filter settings.

### Cautionary Notes

- Ensure that you double-check the filters applied to avoid missing important payments.
- Be aware that using multiple filters may limit the visibility of some payments if not set correctly.

### Tips for Efficiency

- Familiarize yourself with the quick filters to save time when accessing frequently used filter settings.
- Regularly check for updates on the dashboard as new quick filters may be added.

<iframe src="https://www.loom.com/embed/0624ec3c7d88424d9fd5b7a9c52dc2df?sid=d2a134c9-3bc7-4b18-96bc-fe814b44ccb8" frameborder="0" webkitallowfullscreen="" mozallowfullscreen="" allowfullscreen style="position: absolute; top: 0; left: 0; width: 100%; height: 100%;"></iframe>

 

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