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.
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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:
- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- Enter Cash Projections Viewer in the Start Search text box.
- Click the Cash Projections Viewer (Accounting Center) link to access the Cash Projections Viewer tool. You see the Cash Projections Viewer workspace.
- In the Search Details pane, search for the cash projection you want to adjust.
- In the grid, click the cash projection.
- Click the Projection Summary tab or the Projection Detail tab, and then click the row you want to adjust.
- Click Insert Manual Adjustment.
You see the Manual Adjustment window. - Complete the options in the window.
- 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:
- From any Eagle window, click the Eagle Navigator button to access the Eagle Navigator.
- Enter Cash Projections Viewer in the Start Search text box.
- Click the Cash Projections Viewer (Accounting Center) link to access the Cash Projections Viewer tool. You see the Cash Projections Viewer workspace.
- In the Search Details pane, search for the cash projection with a manual adjustment that you want to delete.
- In the grid, click the cash projection.
- Click the Projection Summary tab or the Projection Detail tab, and then click the row with a manual adjustment that you want to adjustdelete.
- Click Insert Delete Manual Adjustment.
You see the Manual Adjustment window. - Complete Review the options in the window.
- Click Submit.