On the first business day of every month, EVP Systems mails thousands of invoices to our clients, for the evaluations they’ve run during the previous month. Just about a quarter of those invoices go out via the US Postal Service, and the rest are sent via e-mail.
There are lots of reasons to get your invoice as an e-mail—even more in the days of postal service delays and COVID—but there are a few great ones that you may not know about, even if you are already being sent your bill electronically.
First of all, it’s free! EVP Systems only ever charges you for evaluations—all support, invoicing, and upgrades are always no-cost. We never have monthly minimums or sign-up fees, either.
Next, did you know that along with your e-mailed invoice, you can also get a summary or detailed breakdown of your evaluations? The invoice itself aggregates costs by day of the month, but the breakdowns—attached as spreadsheets—get you data about who ran an evaluation, when they ran, and how much each cost. On the detailed breakdown, you can even see the names and charges for individual securities! For examples of the attachments, please click here.
But even more detail than that is available. If you enable the “Passthrough” option in the EVP Office applications, the breakdowns can tell you which decedent, portfolio filename, or account number the evaluation was run for. Or—if you don’t want to send decedent Personally Identifiable Information (PII) to EVP Systems—you can specify your own, custom passthrough information for each portfolio, to be sent back to you as part of the breakdown. See more details here.
If you’d like to switch your postal invoice delivery to e-mail, or you’d like to set up your account to get a breakdown attachment, please get in touch with our Support Department and they’ll be happy to help.