Enter adjustments

Choose Time & Billing > Receipts & Adjustments > Adjustments tab to enter adjustments.

  • Choose a control date and a date for the adjustments.
  • For each adjustment, choose a client, adjustment type (credit memo, debit memo, or write off), and amount.
  • If needed, choose a bank account, or enter a reference number or comments.

Adjustments appear in the list to the right when they fall within the currently selected date range. Available date ranges include Today, Week, Two Weeks, Month, Control Date, and Custom Date Range. Control Date and Custom Date Range require you to choose the date or dates you want to view. Daily totals appear in the summary row for each day.