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 Division - only visible if the firm filter has been activated in settings. Contact Group 1 applies the firm filters that are defined in Contacts .
  • Contact Section - only visible if the firm filter has been activated in settings. Contact Group 2 applies the firm filters that are defined in Contacts.