FAQ Article Regarding the hierarchy structure and how to navigate the platform.

HELP! Why isn’t the Day Counter/Balance/<Insert Item Here> on the Client Profile?

This goes back to the hierarchy structure. 

You will want to primarily use the Monitoring, Accounts Receivable (AR) and the Payment/Accounting dashboards day-to-day and get away from the client dashboards: they are less efficient for day to day management. 


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