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This article applies to:

  • Product: Practice CS

Billing Summary PTD portlet

The
Billing Summary PTD
 portlet is available on the firm and client dashboards.
This portlet gives a summary of billing activity for the period to date. Information for the firm is displayed in the
Firm Dashboard
 portlet; and information for the selected client is displayed in the
Client Dashboard
 portlet.
Select the title bar of the portlet to preview the Billing Analysis report.

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