Thursday, February 7, 2019

Customer Dashboard > KPI > Permission to View Average Days to Pay and Average Days Overdue

When user views a Customer Dashboard, Key PerformanceIndicators portlet appears. For non-administrators, the following KPIindicators may not be available:

  • Balance
  • Overdue Balance
  • Days Overdue
  • Average Days to Pay
  • Average Days Overdue

For a Custom Role to have accessto these indicators, the following permissions need to be set:

1. As Administrator navigate to Setup > Users/Roles > Manage Roles.

2. Edit the role.

3. Under Permissions tab > Listssubtab, add Accounts Receivable Register and set level to at least View.

4. Under Permissions tab > Reports subtab, add AccountsReceivable and set level to at least View.

5. Click Save.

Note: More details regarding Customers Dashboard can be found under the following article: Customer DashboardAnswer Id: 8156.

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