Skip to end of metadata
Go to start of metadata

You are viewing an old version of this page. View the current version.

Compare with Current View Page History

« Previous Version 8 Next »

In the Accounting Center, you can use the Cash Projections Viewer tool to create, edit, and review cash projections, as well as to generate cash projection reports.


WRITERS NOTE: verify workspace name. currently see one name in Transactions and different name in Reports
To access the Cash Projections Viewer tool:

In Accounting Center, do one of the following:
- In the left navigation pane, click TransactionsCash > Cash Projection Viewer. 
- In the left navigation pane, click Reports > Cash Projections. 

You see the Cash Projections Viewer workspace. 

Cash Projections Viewer tool
The Cash Projections Viewer workspace includes the following panes:
Search Details. In the Search Details pane, you can query cash projection data.
Grid. When you execute a query, the grid displays a list of projections that match the query criteria you entered in the Search Details pane
Projection Tabs. The Projections pane displays the Projection Summary, Projection Detail, and Projection Errors tabs for viewing data related to a specific projection.

  • No labels