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Before you can process transactions that use cash segregation, you must set up Eagle's Accounting solution for use with cash segregation. 

This section contains the following topics:

  • About Setup for Cash Segregation
  • Set Up Entities for Cash Segregation
  • Manage Cash Accounts
  • Manage Bank Account Relationships
  • Manage Cash Account Relationships
  • Set Up Securities for Cash Segregation
  • Manage Transactions for Cash Segregation
    • Transfer Segregated Quantity and Cash

    In this section

    Child pages (Children Display)