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 turn on security permissions for a portlet on the
Security Groups
screen, Practice CS may also turn on permissions to view the data available in the portlet. Conversely, removing permissions for viewing data may also remove permissions for related portlets.
Consult the
Privileges changed
pane on the
Security Groups
screen to review all permission changes that are triggered by turning on access to a portlet.
For this portlet, if no permissions are already turned on for the following security options, full permissions will be turned on.
  • Setup
    Clients
    View
If your firm has multiple offices, you may want to rescind permissions to information for other offices.