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In the Cash Projections Viewer tool, you can insert or delete manual adjustments for a cash projection.


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Insert Manual Adjustments

You can insert a manual adjustment for a cash projection. This allows you to record that a future deposit or withdrawal will occur at some point during the projection time frame. 

Note

Be aware that when you recalculate a projection, you delete all manual adjustments for that projection.

To insert a manual adjustment for a cash projection:

  1. From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
  2. Enter Cash Projections Viewer in the Start Search text box.
  3. Click the Cash Projections Viewer (Accounting Center) link to access the Cash Projections Viewer tool. You see the Cash Projections Viewer workspace.
  4. In the Search Details pane, search for the cash projection you want to adjust. 
  5. In the grid, click the cash projection you want to recalculate..
  6. Click Recalculate Projection.
    In the grid, the status of the cash projection changes to Processing iconImage Added to indiciate that it is processing. When processing completes successfully, the status changes to Processed iconImage Added. You can view the recalculated results.