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Can I correlate a specific evaluation with a specific charge on the invoice?

Yes, if you are getting your invoices by e-mail and have either the summary or detailed breakdown included. You can learn more about the breakdowns here.

By default, all the EVP Systems applications send no Personally Identifiable Information (PII) about the decedent to our servers, including names, filenames, account numbers, or the like. However, that makes it impossible to track the specific charges for a specific evaluation, because there’s no way to correlate them.

However, if you go to Tools → Options... → Billing in the application, and set Passthrough to any value other than “None,” the data you specify will be sent to EVP Systems and returned to you in your breakdown spreadsheet.

For instance, set it to “Filename,” and each line in the spreadsheet will show the filename of the portfolio that was evaluated. “Name” and “Account” behave the same, using those fields. Please be aware, this data is proprietary to you, and sending it to EVP Systems may violate your company’s Personally Identifiable Information policies. Be sure to check before using this option.

If using PII information on the report isn’t an option, you can also set the Passthrough value to “Custom,” which will add a field to the application’s main screen. You can enter anything in this field, and that value will be returned in the breakdowns: it may be an internal bill code, or a note that only you will understand, or some other detail that isn’t meaningful to anyone else.

Posted on September 21, 2020 •

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Things You Should Know

  • EVP Office 8.5.2: Native Excel Export, Better Copy-and-Paste, Mailing Lists on April 8, 2021
  • A Lockdown Check-In on October 5, 2020
  • Upgrade Your Invoice on September 21, 2020
  • EVP Systems Introduces Modern, Streamlined Website on August 13, 2020
  • EVP Office 8.5.0 Released on June 17, 2020
  • EVP Systems Continues to Support Retired Versions of Windows on December 4, 2019
  • EstateVal 8.4.0 Prices Foreign Currencies, Precious Metals on October 25, 2019
  • GEMS Adds EVP Everywhere for Faster, Easier Pricing on April 15, 2019
  • EVP Office 8.3.1 Now Available; Features Easy Pricing of Puts and Calls on March 15, 2019
  • Reminder: Fee Changes Coming in 2019 on December 28, 2018
  • TEdec Adds Built-In Evaluations, with EVP Everywhere on December 3, 2018
  • Primary and Composite Exchange Pricing in EstateVal
  • A Brief Introduction to EstateVal

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Trusted by thousands of banks, brokerages, and law firms, Estate Valuations & Pricing Systems has been the leading provider of high-quality security evaluations for estate- and gift-tax purposes for over 35 years.

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