Creating cash process levels

A process level represents a part of a company such as a division, department, or cost center. You can use process levels to select unique general ledger account defaults used for posting cash receipts by category. If you set up process levels, then you must add transactions by process level.

  1. Select Application Administration > Financials > Cash > Setup.
  2. In the Cash Structure panel, click Cash Process Levels.
  3. Click Create.
  4. Complete the form.
  5. Click Save.