UNDER CONSTRUCTION IT'S GOING TO CHANGE
Choose a High-level Workspace
Accounting Center includes the following high-level workspaces that group together sets of related options you can select. These high-level workspaces include:
Transactions. Allows you to manually create transactions related to accounting activity. Includes booking trades as well as transactions for cash, settlements, adjustments, income and expense. Processing & Exceptions. Provides access to Automation Center's global processing and exceptions management tools to manage accounting activity at a high level. Also includes Control Center and Reconciliation. Fund Accounting. Used by Eagle's mutual fund accounting solution for day-to-day tasks.Reports. Includes standard Insurance. Used by for . Setup. Provides access to set-up options that you typically use basis. Here you find the Codes workspace that you can access in most Eagle Centers, along with accounting-specific portfolio setup and portfolio rules options that are also available in Portfolio Data Center. After you click one of these high-level workspaces in Accounting Center's left navigation pane, related options appear at the top of the pane. You can then a workspace, or alternately, can click the navigation options to drill down and select the option for a workspace or panel that you want to use. After you choose the option for a workspace or panel, it appears to the right of the navigation pane in the area called the workspace.