Receivables by Partner widget

Debtors - View Only

This widget shows you the receivables allocated to each partner.

Click the Settings button 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.