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Accrual Only Report

To generate an Accrual Only report, you must have EstateVal version 7.1.0 or better.

Here's how it works:

  • In EstateVal create a portfolio with your securities, Save the file and Evaluate
  • Once a report is generated, go to Tools : Options : Export and change the Type to XML Format and the Path to where you would like to save the exported file.
  • Go to File : Export : From EstateVal, select Date of Death as your Report Type, enter a filename and hit Export. (This will create a file with an .xml extension.)
  • Open your Internet browser and go to http://wstst.evpsys.com:8080/axis/xmlToReport.html
  • Select Accrual Only as your Report Type and using Browse, look for the xml file you exported from EstateVal and then click Generate Report. An Accrual Only report will then be generated.

    Should you need assistance, please contact our technical support staff at (818) 313-6300.