Accounts Receivable Open Items portlet

You can find the Accounts Receivable (A/R) Open Items
portlet on the Client Dashboard
.

The portlet shows a list of open A/R items for the current client. Details include:

Date

Transaction type

Due date

Amount

Open amount

Select an item to go to its details.

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.

This article applies to: