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 reports and system queries, along with research and what-if tools such as Position Viewer and Cash Projections Viewer.
• Insurance. Used by Eagle's insurance accounting solution for research, processing, and reporting tasks. 
• Setup. Includes set-up options that you typically use on a one-time or infrequent basis basis. Here you find the Codes workspace that you can access in most Eagle Centers, along with accounting-specific portfolio and portfolio rules setup and maintenance panels 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.