Access the Cash Projections Viewer Tool

Owned by Nancy Cohn (Deactivated)
Last updated: Jun 30, 2023 by Jacob Mathews (Deactivated)
1 min read

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

To access the Cash Projections Viewer tool:

In Accounting Center, in the left navigation pane, click Reports > Cash Projections Viewer. 

You see the Cash Projections Viewer workspace. 


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.