Using the Client Dashboard AR Charges and Credits Pane

The AR charges and credits pane in the Client Dashboard allows you to review all posted AR credit and debit transactions with transaction dates within a date range that you specify. Some examples of AR credits include payments, credit memos, and write offs. Examples of AR charges include debit memos and finance charges.

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 charges and credits pane, do the following:

1. Open the AR charges and credits 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 charges and credits 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 any of the following as needed to locate items in the grid:
   • Update the date filter.

     Enter a date range in the From and To boxes above the grid, and then click Go. Your filter settings will be retained if you move between clients in the same session. If you close and reopen Dashboard, the filter will be reset.

   • 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 information in the grid. You cannot edit transactions here.
4. If needed, you can do the following:
• 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.