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.