A/R Open Items portlet

The
A/R Open Items
portlet is available on the
Client
dashboard.
This portlet provides a list of open accounts receivable items for the client, including date, transaction type, due date, amount, and open amount. Select an item in this portlet to open the item.
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 enabling access to a portlet.
For this portlet, if no permissions are already enabled for the following security options, full permissions will be enabled.
  • Setup
    Clients
    View
If your firm has multiple offices, you may want to rescind permissions to information for other offices.