Using the My Work - Cash Management Section

The My Work - Cash Management section consists of optional tiles that you can configure for each user or a group of users.

This topic describes the tiles delivered in the Cash Management section.

Section or Tile

Template

Usage

Cash Management Section

EPCM_CASH_FORECASTING_SECTN_LP

Access common tiles for Cash Management users.

Use the Cash Management section (EPCM_CASH_FORECASTING_SECTN_LP) to access common tiles for cash management users.

Navigation

Access the My Home landing page.

This example illustrates the fields and controls on the Cash Management section

Cash Management Section - Landing Page

Tile

Description

Bank Balances

Select to access the Bank Balances page. For more information see Reviewing Bank Balances on the PeopleSoft Fluid User Interface.

Investment and Debt

Select to access the Investment and Debt page. For more information see Reviewing Investment and Debt on the PeopleSoft Fluid User Interface.

Bank Transfer Center

Select to access the Bank Transfer Center page. For more information see Working with Bank Transfers on the PeopleSoft Fluid User Interface.