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. 

Info
You will want to primarily use the Monitoring, Accounts Receivable (AR) and the Payment/Accounting dashboards during your day-to-day tasks: utilizing the individual Client/ Monitoring Event dashboards is generally less efficient for many routine information-gathering activities you will be doing throughout the day.