Using the Client Dashboard AR Balance - Open Items Pane

The AR Balance - Open Items pane of the Client Dashboard allows you to review all invoices and AR charges that have not been fully paid and any AR transactions that have not been fully distributed. The client's current AR balance and AR limit display at the top of the pane for your reference.

Tip: To ensure that you have the most up-to-date information, click in the upper right corner of the pane. You can also refresh the list by right-clicking the grid and selecting Refresh.

To use the AR Balance pane - open items pane, do the following:

1. Open the AR Balance - open items pane.
   1. Click Client Dashboard on the Dashboard navigation panel.
   2. Select a client.
      1. Begin entering the client ID or sort name. As you type, a list of matching clients displays.
      2. Select the client to open and press Enter. You can also scroll or use the keyboard arrow keys to find a client in the list.
      3. Click OK.

   Note: You can also select a client in the Client Manager grid and click Client Dashboard on the Client Manager Home tab.

   3. Add the AR Balances pane to the Client Dashboard, if it is not already displayed. See Adding, Moving, or Removing Panes in Client Dashboard for more information.
2. Do either of the following as needed to locate items in the grid:

   • Find a specific record in the list.

     1. Click  or right-click the grid and select Find.
     2. Enter the value you want to search for in the grid.
     3. Click Find Next.
     4. Continue clicking Find Next until you locate the record you need.

   • Sort the list.

     Click a column header to sort the list by that column. Clicking the column header again toggles between an ascending sort and a descending sort. The sort order you select is retained from session to session and client to client.

3. Review the client's AR balance information as needed.

   Component	Description
   Current AR Balance	Includes all invoices and AR charges that have not been fully paid and any AR transactions that have not been fully distributed.
   AR Limit	Displays the AR limit as set on the Billing Options window of the client profile.
   Open Items Grid	Displays the current invoices, AR charges, and undistributed AR transactions. The list cannot be edited in this window. All edits must be completed in Practice.

4. Do any of the following as needed:
   • View AR aging information for the client. Click View aging above the grid.
   • Print the grid.
     1. Right-click an item in the grid, and then click Print Grid.
     2. Select a printer.
     3. Click Print.
   • Export the grid. 
     1. Right-click an item in the grid, and then click Export Grid.
     2. Navigate to the location where you want to save the file.
     3. Enter a name for the exported file.
     4. Select the file type for the exported file. You can select a Microsoft® Excel® XLS, PDF, or XPS file type.
     5. Click Save.

Click a link below to learn how to manage the columns in this pane. Your column selections are retained between sessions and between clients.

Add or remove grid columns.

1. Click on the toolbar, or right-click the grid and click Select columns.
2. Do either of the following as needed:
   • To add columns, select the columns to include in the Primary Fields available to be column box, and then click >. Click >> to add all of the columns.
   • To remove columns, select the columns to remove in the Show fields as columns in this order box, and then click <. Click << to remove all the columns.
3. Click OK.

Change the order of columns in the grid.

Drag a column header to the new location where the column should display. When you see blue arrows above and below the header row, release the column header to insert the column in the new location.

Change the width of columns in the grid.

Hover the pointer over a column divider in the header row until a double-headed arrow displays. Click and drag the divider to the new location.