A/R Detail portlet
The A/R Detail portlet is available on the Client Dashboard.
This portlet provides invoice and receipt information for the current client. Right-click and choose
Show Options
to access additional options, including searching, filtering, showing detail for the selected invoice, and grouping invoices or detail by column headings.note
When you enable security privileges for a portlet on the Security Groups setup screen, DT Practice may also enable privileges to view the data available in the portlet. Conversely, removing privileges for viewing data may also remove privileges for related portlets. Consult the
Privileges changed
pane on the Security Groups
setup screen to see all privilege changes that are triggered by enabling access to a portlet.For this portlet, if no privileges are already enabled for the following security option(s), full privileges will be enabled.
- Setup > Clients > View
If your firm has multiple offices, you may want to rescind privileges to information for other offices.