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A/R Recap PTD portlet

The A/R Recap PTD
portlet is available on the firm and client dashboards.

This portlet gives a recap of the accounts receivable activity for the period to date.

Activity for the firm is shown in the Firm Dashboard
portlet.

Activity for the selected client is shown in the Client Dashboard
portlet.

Select the title bar of the portlet to preview the Accounts Receivable Summary report.

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