Appraise Help
Minimum Requirements
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| Operating System(s) | Windows XP and up | ||||||||||||||
| Folder Permissions |
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Network |
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| Whitelist URLs | https://webappraisenj.com |
| Whitelist IP Addresses |
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| Ports | 80, 443 |
Frequently Asked Questions
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. Here is how to activate that feature.
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. This article outlines the necessary steps.
Creating a new Estate Tax Date of Death Portfolio.Learn how to create a new Estate Tax Date of Death portfolio with Appraise.
How do I enter a manual security or cash value?Entering manual securities into Appraise is easy and provides users with the flexibility to value internal assets, cash, money market accounts, and more!