Appraise Help
| Minimum Requirements | |||||||||||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Operating System(s) | Windows XP and up | ||||||||||||||
| Whitelist URLs | https://webappraisenj.com |
||||||||||||||
| Whitelist IP Addresses |
|
||||||||||||||
| Ports | 80, 443 | ||||||||||||||
| Folder Permissions |
|
||||||||||||||
Frequently Asked Questions
You can import CUSIP®s and shares by using our Universal Import utility.
You can export an Appraise portfolio to multiple different formats. These formats are:
- Excel (.xls)
- Text (.DUT) Can be opened using Word or Notepad
- ONESOURCE (.PRN)
Tutorials
How are sales or transactions handled on Alternate Date portfolios?Transactions between the Date of Death and Alternate Date can be added by the user from within the Alternate portfolio screen.
How would you calculate accruals through Date of Death?Accruals can be calculated up to and including the Date of Death.
How would you export a PRN file from Appraise or Appraise SaaS and import it into ONESOURCE FPS 706 program?Learn the steps necessary to export from Appraise & Appraise SaaS and import into your OTEA program.
Universal Import DemonstrationLearn how to use our Universal Import utility with this instructional video.
How do I change the report type of the portfolio or convert my report to a PDF?Learn how to print various report and file types with Appraise.
Creating a new Estate Tax Date of Death Portfolio.Learn how to create a new Estate Tax Date of Death portfolio with Appraise.