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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.
  6. Click the Projection Summary tab or the Projection Detail tab, and then click the row you want to adjust.
  7. Click Insert Manual Adjustment.
    You see the Manual Adjustment window.
  8. Complete the options in the window. 
  9. Click Submit. 

Manual Adjustment Window Options


Delete Manual Adjustments

You can delete a manual adjustment for a cash projection that you created using the Insert Manual Adjustment option. 

To delete 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 with a manual adjustment that you want to delete. 
  5. In the grid, click the cash projection.
  6. Click the Projection Summary tab or the Projection Detail tab, and then click the row with a manual adjustment that you want to adjustdelete.
  7. Click Insert Delete Manual Adjustment.
    You see the Manual Adjustment window.
  8. Complete Review the options in the window. 
  9. Click Submit.