Viewing the Client Dashboard

The Client Dashboard displays client balances, detail transactions, and invoices. It provides you with a quick way to select and view key client data. It also lets you view detailed transaction information by executing queries of client data.

You decide what information displays when you perform a query by using filters and range options.

To view the Client Dashboard for a specific client, do the following:

1. In Dashboard, click Client Dashboard on the navigation pane.
2. In the Client Selection window, enter a client name or ID, or select a client from the list.
3. Click OK.