Collections Workspace Overview

The Collections workspace acts as a starting point for the activities that you conduct in your role. This workspace provides you with the additional context of the current Accounting tab you are on. The summary information available is filtered to display only for the selected company.

Note: If you have the "View All" permission it will cause some components of the workspace to display data for all companies, instead of only your currently selected companies.
If you change your current company or any of the underlying data, you must reload the workspace and then refresh the relevant section separately. To refresh click or Refresh.

Note: Workspaces use Lightning Experience to take full advantage of the Lightning App Builder. This means you can customize your users experience based on their specific requirements. The changes you make are saved in a cloned app. The original app remains unchanged.