A/R Recap PTD portlet

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The A/R Recap PTD portlet is available on the Firm and Client Dashboards.

This portlet provides 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.

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

Related topics

Selecting portlets for a dashboard

Portlets overview

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