Configuring the accounts receivable widgets

  1. On the Accounts Receivable Homepage, configure the Customer Lookup widget.
    1. On the widget, select ... > Configure.
    2. Select a value in the Company/User ID field.
    3. Optionally, change the Records Count value.

      Specify the default number of records to load into the widget. As you scroll down, additional records become available in increments of the Record Counts value.

    4. Click Save.
  2. Configure the Customer Contacts widget.
    1. Click Configure Widget.
    2. Select a value in the Company/User ID field.
    3. Optionally, change the Records Count value.

      Specify the default number of records to load into the widget. As you scroll down, additional records become available in increments of the Record Counts value.

    4. Optionally, change the value in the Status field to display active or inactive customers only.
    5. Click Save.
  3. Optionally, configure values for the widgets that are shown in this table:
    Widget Value
    Customer Period Balance Primary Chart Type
  4. Optionally, configure these ION Widgets to change the filtered results. We recommend that you do not change the value in the Search field.
    • Change of Credit Limit
    • Credit Hold Approval
    • Invoice Processing Exception
    • New Customer Created