A/R Detail portlet

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The A/R Detail portlet is available on the Client Dashboard.

This portlet provides invoice and receipt information for the current client. Right-click and choose Show Options to access additional options, including searching, filtering, showing detail for the selected invoice, and grouping invoices or detail by column headings.

Security note: When you enable security privileges for a portlet on the Security Groups setup screen, Practice CS may also enable privileges to view the data available in the portlet. Conversely, removing privileges for viewing data may also remove privileges for related portlets. Consult the Privileges changed pane on the Security Groups setup screen to see all privilege changes that are triggered by enabling access to a portlet.

For this portlet, if no privileges are already enabled for the following security option(s), full privileges will be enabled.

  • Setup > Clients > View

If your firm has multiple offices, you may want to rescind privileges to information for other offices. See More about security privileges for additional information on the relationships between various security privileges.

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