Portlets, overview

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The dashboards in Accounting CS can be populated with a variety of portlets, which provide a snapshot of various pertinent information for your firm, staff, and clients. You can decide which portlets should appear on your dashboards and arrange the layout of the portlets you choose to display. To add portlets to a dashboard, use the Select Portlets dialog.

Portlets may display summaries of data pulled from Accounting CS, reports, time entry information, client information, your email and calendar, staff availability, FileCabinet CS documents, and more. Some of these portlets also serve as links to data, reports, or other information.

Available portlets

The following portlets are available for selection from the Client Dashboard in Accounting CS Client Access.

See also: Working with portlets

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