Practice CS: A/R Details portlet is slow to load
If your firm experiences slowness loading the A/R Details portlet in the Client Dashboard, it is recommended that the portlet be removed and a custom portlet be used in its place.
- Remove the A/R Details portlet from the Client Dashboard by clicking the X in the upper-right corner of the portlet.
- Follow the instructions to set up up a Report Viewer custom portlet to add a new report portlet. When choosing a report to display in the portlet, the following reports are recommended:
- Accounts Receivable Ledger
- Accounts Receivable Summary (with Include Open Items Detail selected)
- Accounts Receivable Applications
