Added
Quick links to Portfolio Debtor Page
about 1 year ago by Kane Westwood
What you need to know:
- You can now identify portfolio debtors in the debtor list & on the debtor page
- Clicking on the icon will take you to the Portfolio Debtor Screen
We’ve added an icon to the Debtor List and Debtor Overview screens to help you quickly identify portfolio debtors (debtors shared across multiple clients). Clicking this icon will take you directly to the Portfolio Debtor Screen for more details.
Icon preview:
Debtor Overview screen:
Debtor list screen
