Top 10 Accounts Receivable widget
Receivables - View Only
Click the settings icon to change the:
- Title - the text that appears in the widget header.
- Billing Entity - only visible if your firm has more than one billing entity.
- Contact Partner - options include None, All and the partner options that have been assigned in Contacts.
- Contact Manager - options include None, All and the manager options that have been assigned in Contacts.
- Contact Group 1 - only visible if the firm filter has been activated in settings. Contact Group 1 applies the firm filters that are defined in Contacts.
- Contact Group 2 - only visible if the firm filter has been activated in settings. Contact Group 2 applies the firm filters that are defined in Contacts.