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Practice CS: Amounts on Client Dashboard aren't equal amounts on some reports
- The WIP balance and activity in the WIP Recap PTD portlet is lower than the balance on the Work In Process Summary, Production Analysis, or any other report that shows WIP balances and/or activity by client.
- The Accounts Receivable balance and activity in the A/R Recap PTD portlet is lower than the balance on the Accounts Receivable Summary, Billing Analysis, or any other report that shows A/R balances and/or activity by client.
Resolution
- If the box is marked, the parent client's dashboard will include WIP and A/R activity for the entire family.
- If the box is not marked, the parent client's dashboard will only display WIP and A/R for the parent client and won’t include balance from any subsidiary clients.
- Whether the box is marked or not, a subsidiary client's dashboard will only show balances for the selected client.
This article applies to:
- Product: Practice CS
- Subject: Reports