The CiraBooks Workspace allows the user to build a customized grouping of widgets from all aspects of a community’s financial management: Accounts Receivable, Accounts Payable, Cash Management, General Ledger, and Financial Management. For those who manage a portfolio of communities, this Workspace is available at a portfolio level with slide-in access to a specific community view.
Note that if a user does not have permissions to view the process normally, the widget will not be available.
Widget availability is based on user role, but overall, the widget choices are defined below:
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