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Adjustments
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are either credits or charges that can be posted to accounts to correct accounting balances.
Video Demonstration:
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Step-by-Step Guide to Posting an Adjustment
- From the selected tenants Household Overview page click on the Toolbox tab.
- Mouse over the "Transactions" button, and from the drop down menu click "Post Adjustment".
- Fill in Required Fields of the Post Payment Wizard:
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- You will automatically be redirected to the updated Tenant Ledger, which will reflect the newest adjustment.
A. Account - Select the account you wish to post the adjustment to.
B. Adjustment Type
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- Select the type/sub-category of credit/debit being made.
C. Posted On Date
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- Enter the date the adjustment was/will be posted.
D. Amount
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- Enter the amount of adjustment. For debit adjustments, enter a positive number. For credit adjustments, pre-fix the amount with a negative 
sign.
E. Description
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- Enter a description for this adjustment (optional).
F. Cancel Button
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- Click this button if you wish to cancel the adjustment.
G. Post Adjustment Button
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- Click this button once required fields have been met, and you wish to post this adjustment.
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