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Agings portlet

The Agings portlet is available on the Firm and Client Dashboards.
This portlet provides WIP and A/R aging over five periods. Information for the firm is shown in the Firm Dashboard portlet; information for the selected client is shown in the Client Dashboard portlet.
Select the title bar of this portlet to preview the Client Investment Analysis report.

This article applies to:

  • Product: DT Practice