Agings portlet

The
Agings
 portlet is available on the firm and client dashboards.
  • This portlet provides WIP and A/R aging over 5 periods.
    • Information for the firm is shown in the
      Firm Dashboard
       portlet.
    • Information for the selected client is shown in the
      Client Dashboard
       portlet.
  • Select the title bar of this portlet to preview the Client Investment Analysis report.