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A/R Recap PTD portlet

The A/R Recap PTD portlet is available on the Firm and Client Dashboards.
This portlet provides a recap of the accounts receivable activity for the period to date. Activity for the firm is shown in the Firm Dashboard portlet; activity for the selected client is shown in the Client Dashboard portlet.
Select the title bar of this portlet to preview the Accounts Receivable Summary report.

This article applies to:

  • Product: DT Practice