A/R Open Items portlet

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

This portlet provides a list of open accounts receivable items for the client, including date, transaction type, due date, amount, and open amount. Click an item in this portlet to open the item in the appropriate screen.

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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