A/R - Adjustment Edit or Delete

This document will walk through the steps of editing or deleting an adjustment.

To enter adjustments, a user needs Billing (Role 4).

If an adjustment was entered in the current billing period, the adjustment can be edited or deleted.

If the adjustment date is in a previous billing period, the previous adjustment will need to be updated by entering another adjustment dated in the current billing period..

Edit an Adjustment

From the resident profile screen > select Charges
Navigate to the correct month containing the adjustment
Click on the charge line that was adjusted
Click the Pencil icon
Enter the correct adjustment amount
Optionally enter an Adjustment Note
If needed, select the alternate increase or reduce charge button
When finished press Save

Delete an Adjustment

From the resident profile screen > select Charges
Navigate to the correct month containing the adjustment
Click on the charge line that was adjusted
Click on the Trashcanicon
Click Confirm when it appears to permanently delete the record

Reverse an Adjustment

There may be a time when a charge was adjusted in error. If the adjustment date is in a previous billing period, the pencil and trashcan icon will not be visible.

You can reverse an adjustment by entering a new adjustment but selecting the alternate option to increase or decrease the charge. To do this:

Navigate to the resident profile screen and click: Charges
Navigate to the invoice that was adjusted in error
Click on the charge line and note the pencil and trashcan icons are not visible
Click Adjust Charge
Enter the same Adjustment Type, Adjustment Reason, and enter an adjustment date in the current billing period
Enter the amount and use the alternate option that was previously used (Increase or Reduce charge)
When finished press Save