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.
