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CA14

CA14

Sept 23, 2021

Answer

Navigate to Client Portal tab.

In this section, the customer web portal details are displayed. If you want a customer to have access to a client portal, then you must enable the option.

  A.  To enable the account’s client portal access, check the box in the Enable this Account’s Client Portal Access field.

Log-in credentials like username and password have to be validated. A welcome email will be sent to the user with the portal URL to login and password.

  B.  The admin can send welcome email to a particular client by clicking on the Send Welcome Email (

) button.

  C.  You can also choose which of the reports from among the following are visible to the client under Report Visibility.

  • Settlement Report

  • Settlement Summary

  • Picture Report

  • Certificate of Recycling

  • AP Invoice / AR Invoice

  • Audit Report

Those reports that are selected by checking the checkbox can be pulled out as reports by the client from this portal.

  D.  In the Financial Visibility section, administrator can allow customers to see the following financial information in the client portal, by checking in the checkbox of the particular financial information type.

  • Open Invoices block

  • Open Balance block

  • Order Payment Status column

Checking these boxes ensures that all customers can see these reports. Those customers that have not used the making payments and receiving payments options in Razor, may find the reports to be confusing if they are found in Client Portal.