Accounts Receivable Detail portlet
You can find the
Accounts Receivable (A/R) Detail
portlet on the Client Dashboard
. The portlet shows invoice and receipt information for the current client. Right-click and select
Show Options
to update your view, including:- Searching
- Filtering
- Showing invoice details
- Grouping invoices or detail by column headings
tip
When you turn on security rights for a portlet on the
Security Groups
setup screen, you should review Privileges changed
for any changes made when you turn on access to a portlet.You turn on full rights by default for this portlet if you don't turn on rights for security options.
Select
Setup
, Clients
, then View
. Check on rights for firms with multiple offices. You may want to revoke some for other offices.
