Update processes list

Use these Update processes to sync data.

Process Description
Update categorization group Use to update categorization groupings on bank statement lines for the amount of categorization groups that are defined on Cash Management Group. Categorization Groups are used to increase performance when processing rules are used to categorize bank statement lines.
Update line exceptions Use to fix line exceptions on bank statement lines.
Update forecasts for actual bank transactions Use to update forecasts that are based off of actual bank statement transactions with new or updated Bank Statements.
Update actual amounts on forecast Use to update Cash Forecast Period actual amounts with new or updated Bank Statement line amounts.
Update summary categories on forecast Use to sync summary forecast categories with the parent summary category.
Update bank statement total Use to update the Bank Statement Total file to sync bank statement details with the bank statement total analytic cube.
Update statement currency rates Use to revalue currency rates on bank statements when you update a rate on the currency table or want to override an existing rate.