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.
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.