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.

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